Our process

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Our process includes the following steps:

Initial Consultation
We begin with a consultation to understand your short and long term business goals and assess your overall financing needs.

Proposal
We present you with our assessment of your financial needs and discuss next steps. We also discuss our fee structure, as it relates to your particular case.

Engagement Letter
You sign an Engagement Letter, which allows us to start working on your behalf.

Financing Package
We develop a package for presentation to potential Lenders inclusive of an indicative term sheet/discussion paper setting out our structure.

Source Counterproposals
Our professionals source counterproposals from traditional and alternative finance providers and negotiate the best terms and conditions on your behalf.

Select Lender
The process culminates with selecting the financier that best fulfills your needs and closing the deal.

Key benefits for you:

• We can work with existing terms that you may have already solicited
• We can work selectively with institutions of your choosing
• We get the lenders to work for you
  
• Gone is the mystery associated with finance