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September 6, 2023

Who can I contact to learn more about getting funded?

Please visit our website or reach out to our funding specialist team to begin a conversation and explore customized solutions.

September 6, 2023

What differentiates your funding process and client experience?

Our use of streamlined technology, specialized expertise, structured workflows, client-centered mindset, and relationship approach differentiate our funding experience.

September 6, 2023

How do you make process improvements over time?

Client input and reviews inform enhancements. We stay on top of fintech innovations and best practices to continually refine and streamline.

September 6, 2023

What support do you provide after funding?

Dedicated portfolio managers provide ongoing support, monitor progress, assist with milestones, and consider follow-on financing requests.

September 6, 2023

How are funds disbursed after final approval and closing?

Loan disbursements are wired upon closing per agreed schedule. Equity and debt draws are funded against milestones and use of proceeds covenants.

September 6, 2023

What legal documentation is required?

Typical documents include financing agreements, security documents, and standard closing certificates. We use templated documents to accelerate drafting and negotiation.

September 6, 2023

How do you decide what projects get escalated for senior approval?

Deals above set size limits, certain asset classes, or those with atypical structures or risks are escalated to senior committees. The majority of deals follow standardized approval paths.

September 6, 2023

Can your process easily incorporate co-investors or debt partners?

Absolutely, we routinely coordinate synchronized diligence, reviews, approvals and closings between multiple financing parties.

September 6, 2023

How does your due diligence process differ from other lenders?

We use a structured risk assessment framework adjusted to each asset class rather than one-size-fits all checklists to streamline relevant diligence.

September 6, 2023

Can your process accommodate larger or more complex projects?

Yes, our tailored approach scales to support financing needs from $5 million up to over $1 billion for sizable, complex projects.