Our Process

We swiftly assess your needs, identify required documentation, and provide pricing and any outstanding items needed for closure.

We start with a 20-minute introductory call to discuss your business's current status, funding needs, timeline, and goals.

1.      Secure Data Upload

Securely upload your required financial documents and business summary into our secure data room.

2.      Quik Assessment and Recommendations

After completing the deal memo, you will receive an initial go/no-go within 48-72 hours.

3.      Finalize Memo

Our in-house deal team will finalize the deal memo and supporting documentation.

4.      Deal Flow Matching

We source from capital providers and investors based on carefully vetted underwriting criteria and investment theses.

5.      Term Sheet Commitment

The issuance of a term sheet from us represents a solid commitment. However, it is important to note that the due diligence process might uncover unforeseen factors that could influence the final lending decisions.

6. Seamless Closing Process

After the term sheet is executed, we’ll guide you through a smooth and transparent closing process.