MARA-CR-001 credit decision

Hypothetical $5 million facility | public issuer facts + fictional transaction terms

MARA is not represented as a Coinbase customer. The facility, collateral, Base route, policy caps, and portfolio are fictional. This view supports an independent case study, not a real credit decision.

Download: credit memo (PDF) | committee packet (PDF) | reviewer scorecard (PDF)

Recommendation
Available proceeds
Requested-draw recovery exposure
Requested-draw recovery shortfall
Recommended pro forma exposure
Recommended-limit coverage surplus
Funding gate

Scenario

Selecting a scenario updates the recommendation, constraints, waterfall, and shareable URL.

Binding constraint

Four-cap decision

Collateral waterfall

MeasureAmount

Base case: 4.0m fictional USDC, 2% stress, 50 bps execution cost, 25 bps delay cost, $20k fixed cost, and 1.25x coverage.

Decision thresholds

Max price decline preserving $3m
Minimum collateral for $3m
Maximum under non-collateral caps

Break-even sensitivities hold execution cost, delay, fixed cost, coverage, and all non-target drivers constant. They are not forecasts.

Coverage covenant call ladder

Stress the recommended $3.0 million commitment plus accrued amount. A negative covenant headroom identifies the modeled cure needed to restore 1.25× coverage.

Exact modeled breach stress
First tested call point
Required proceeds
Exposure including accrued
Collateral coverage stress, covenant status, cures, and compliant commitment
Price stressAvailable proceedsCoverageStatusCovenant headroomTop-up requiredRepayment requiredRounded compliant commitment

Live collateral what-if lab

Change simulated collateral and execution assumptions. The obligor, single-name, concentration, coverage, and rounding rules remain locked to the case contract.

Hard-blocker controls
Recommendation
Available proceeds
Collateral cap
Binding constraint
Pro forma exposure
Coverage surplus

Collateral decision surface

Rounded recommendation by fictional USDC quantity and price decline. All legal and operational conditions are assumed clear; an unresolved hard blocker still produces a decline.

Recommended amount by collateral quantity and price decline

Decision governance

Illustrative rating
Weighted score
Material public-fact coverage
Review status

Rationale:

Reversal trigger:

Public-data liquidity bridge

This static screen tests the tension between reported cash and identified obligations. It is not a borrowing-entity forecast.

Line itemAmount
Residual before potential holder put
Residual after potential holder put

Rating bridge

Declared ordinal factors show exactly what supports the illustrative obligor assessment and what evidence could change it.

FactorWeightScoreContributionEvidenceWhat improves itDeterioration trigger

Scenario comparison

All declared cases use the same decision definitions. Each row identifies the binding driver and evidence needed to resolve or mitigate it.

Declared scenarios
Reduced-limit cases
Declines
Hard-blocker cases
ScenarioDecisionRecommendedDelta vs. baseAvailable proceedsBinding constraintPrimary driverResolution evidence

Diligence execution plan

Eight tasks can begin in parallel. The control agreement moves to wave two after ownership and lien verification.

Blocking tasks
Critical tasks
Parallel lanes
Ready to start
Waiting on dependencies
WaveConditionPriorityLaneCurrent actionRequirementOwnerDepends onDecision impactAffected claimsCompletion outputFailure consequence

Pre-funding condition register

A conditional recommendation is not authority to fund. Every item below remains outstanding in the current evidence set.

IDRequirementOwnerStatusVerification evidence

Monitoring and early-warning design

This framework is not active borrower monitoring. The facility remains blocked before funding, and five measures require private reporting or testing.

IDMetricThresholdCurrent evidenceFrequencyOwnerBreach action

End-to-end control matrix

Each row connects pre-funding evidence to the post-close metric, draft covenant, and response authority. It is a governance design, not evidence that any control is active or enforceable.

Control chains
Conditions covered
Critical controls
Controls with outstanding conditions
ControlObjectivePre-funding conditionsMonitor / thresholdCovenantCureEscalationTrigger severity / clockDraw stateDecision ownerExit criteria

Illustrative covenant package

Each draft term maps to one monitoring rule and states the test, cure, and consequence. These terms are not executed or legally reviewed.

IDTypeRequirementThresholdCurrent evidenceCure periodBreach consequenceMonitor

Escalation and response playbook

These are illustrative response paths. No incident or borrower breach is currently observed.

IDSeverityResponse clockDraw stateCurrent stateDecision ownerRequired evidenceExit criteria

Committee disagreement

Conditional approval: approve $3.0m only after ownership, first priority, enforceable control, and the Base-to-cash route are evidenced.

Opposing view: decline until private repayment-capacity diligence exists; the binding collateral cap is generated by synthetic terms.

Would you challenge the primary-repayment analysis, the collateral-access blocker, or the portfolio cap first, and what evidence would change your answer?

Review readiness and human gates

Local model verification is complete. Sharing readiness remains separate and cannot be cleared by rebuilding the package or generating a blank review form.

Local acceptance
Ready to share
Human gates passed
Human gates outstanding
GateRequired reviewReviewer roleStatusEvidence required

Open blank reviewer scorecard

Decision lineage

Trace each committee headline to its evidence, rule, generated artifact, workbook cell, owner, and limitation.

Committee claims
Evidence links
Reported-supported claims
Assumption-exposed claims
IDCommittee claimCurrent valueEvidenceCalculation or ruleArtifactWorkbookOwnerLimitation

Assumption governance

Every registered case assumption remains explicitly unvalidated until its named evidence and review method are complete.

Registered assumptions
Critical
High
Unvalidated
IDAssumptionClassMaterialityStatusOwnerWorkbook inputsValidation methodChallenge triggerAffected claims

Model-risk register

Known limitations are tied to the decision they can distort, the evidence needed to close them, and the required disposition while they remain open.

Open risks
Critical
High
Decision-blocking
IDCategoryRiskSeverityAffected decisionLinked assumptions / conditionsMitigationValidation evidenceOwnerResidualIf unresolved