The CARR Program

A disciplined route from asset to capital.

CARR is the Phoenix Capital Solutions program for monetizing in-ground and above-ground assets. Odyssey runs it end to end.

Assets we work with

What qualifies

Category	Examples	What we need to see
Metals and minerals	Gold, silver, copper, lithium, rare earths and other critical minerals at exploration, development or production stage	Technical report by a qualified person (S-K 1300, NI 43-101 or JORC), title and permits
Energy and land-linked	Oil and gas reserves, aggregates, verified carbon credits tied to land	Independent reserve report, registry records for credits
Precious metals	Bullion, refined bars and coins in professional custody	Assay certificates, bar lists, direct custodian confirmation
Gems and commodities	Certified gemstones, concentrates, stockpiles, warehoused commodities	Lab certification, warehouse receipts, insurance and inspection

How it works

Pre-qualification form, CARR supplement and KYC on every owner and beneficial owner. Sanctions screening.

Gate: complete file

Independent qualified person review, title and permit checks, custody confirmed directly with the vault or warehouse.

Gate: independent report

Independent valuation, choice of monetization path, term sheet and fee letter.

Gate: signed term sheet

Introductions to lenders, buyers or investors through licensed partners, with a staged data room.

Gate: committed capital

Closing, proceeds control, quarterly reporting and annual review for the life of the deal.

Gate: funds received

Fees

Diligence and verification. A fixed fee at engagement that funds independent technical and valuation work.
Structuring. A percentage of capital placed, paid at closing and shared with licensed partners where required.
Monitoring. A modest annual fee for reporting and covenant tracking.
No upfront payments to third parties. Ever.

Start with a confidential review. If the documents are not ready yet, we will tell you exactly what is missing.