PC · PRIVATE CREDIT

Equalize Community Development Fund

Equalize Capital · Interval Fund (Private Credit)

Program Overview

Interval Fund (Private Credit)

Peer Group Filters

Objectives: Income
Asset Class: Private Credit
Vehicle: Interval Fund
Single / Multi Asset: Multi-Asset

Sponsor/Manager

Equalize Capital

Asset Class

Private Credit

Issuer

Equalize Community Development Fund

Issuer Legal Structure

Delaware Statutory Trust

Program Life Structure

Evergreen

Securities Offered

Equity - Common shares of beneficial interest

Target Leverage

Maximum 33% debt-to-total-assets Secured revolver with Midwest BankCentre, up to $10M, secured by all Fund assets; $3,081,975 outstanding at 6/30/2026 at 6.75% (greater of Prime or 6.75%). Facility matured 9/10/2026 per N-CSR; renewal not confirmed. 1940 Act cap: one-third of total assets.

Strategy Risk/Return Profile

Managing Broker-Dealer

J. Alden

Scale

2,863,032 Shares outstanding

Maximum Offering

$500,000,000

Raised To Date

$82,477,261

Minimum Investment

$10,000

Common shares of beneficial interest · waivable

Strategy Overview

The prospectus states the objectives are current income consistent with preservation of capital and enabling CRA-examined institutional investors to claim favorable regulatory consideration. At least 80% of net assets plus investment borrowings go to Community Development Loans: SBA 504 first lien loans, USDA Rural Development loans and BIA-guaranteed loans, bought by assignment, participation or co-origination. First lien LTV is capped at 65% (60% special-purpose).

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