A funding partner for your clients.
Investment bankers, accountants, consultants and financial advisors bring us clients who need capital. We structure the options, keep you informed, and respect the relationship you have built.
Built for professionals who advise growing businesses.
What you can count on.
Your client stays your client
We work alongside you. You stay informed at each step, and we never position ourselves as a replacement for your advice.
A range of structures
Non-dilutive options such as revenue-based financing, private credit, invoice factoring and promissory notes, plus collateral-backed solutions like equipment, SBA and commercial mortgage financing.
Discreet and organized
Client details are handled with care and shared only as needed to evaluate a request. Stipulations are requested up front so nothing surprises your client later.
Three simple steps.
Introduce
Send us a short note about your client’s situation using the form below, or call us.
Structure
We review the details, identify the structures that fit, and walk you through the options.
Close and report
We keep you updated through funding and discuss your referral arrangement with you directly.