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Capital Advisory

Specializing in Venture Debt

Venture debt can reduce dilution, extend a company’s runway or accelerate its growth with limited cost to the business

What We Do
Our capital advisory team works with growth-stage companies to secure venture debt capital while avoiding dilution through equity raise. We assess where clients fit in the market and then shoulder the workload of credit review and approval processes to deliver fast, favorable capital solutions from our network of trusted venture oriented partners even when clients do not fit traditional venture debt profiles.

Our Areas of Expertise

Growth & Expansion
Adding additional cash to the balance sheet on top of equity funding to extend runway to break even or next equity round, fuel sales, growth and overall business development.
Acquisitions
Capital for acquiring another entity in the form of another company or another entity’s business assets.
CapEx Financing
Financing for capital expenditures including machinery, FF&E, computer & other technology-related hardware, etc. for the purposes of funding company growth.
Working Capital
Freeing up capital tied up in accounts receivables, inventory or funding tied to contract fulfillment.
How We're Different
We look beyond the surface
Venture Backing

By working with a wider pool of venture debt providers, we’re able to service clients that may be backed by alternative sources – such as PE, smaller VC’s or even bootstrapped.

Liquidity

Though more runway is always better, our pool of lending partners look more at the business from an entrepreneurial prospective vs simply how low their risk is by more equity coming to the table..

Revenue

Companies with smaller revenues (sub $3MM) and slightly stagnant growth typically have a valid reason, and our job is to take that and develop a narrative to which we bring our lending partners.

How It Works

1
Evaluation
Our first step is working together with Management to understand the goals of the business. From there we conduct an initial review with our lending partners to determine market fit and assess prospective terms.
2
Strategy Outline
Based on capital need and company profile, we outline the most compatible lending partners to pursue, walking Management through the options and determine best path forward.
3
Lender Review & Negotiations
We review the opportunity in depth with our lending partners' credit committees. We handle the process of research, reviews and cumbersome phone calls, working to bring the best terms and structures to you.
4
Term Sheet Review

Once delivered, we work through the terms with our lenders, providing feedback and working to negotiate and structure the offers best suited for you. Once negotiated terms are delivered, we review the terms with you, advising on next steps in the process to move into diligence and funding.

5
Due Diligence & Funding

Terms have been accepted and the lender is in final diligence. Clients & lenders are directly engaged to move through this process, we remain involved to ensure the process is moving along efficiently.

Our Experience
Testimonials
Capital Advisory Team
The smartest people work every day to provide the best service and make our clients happy
James Turner
Founder & CEO
Wilson Kistler
Associate Director
Made on
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