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What we'll Cover Today
5th Line Capital Advisors, LLC
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Debt Strategy
Support your team through the entire debt raise process, including:
Identifying your best debt avenues
Guidance on developing your pitch and your "story" to lenders
Give you key talking points and tips for conversations with lenders
Your next steps:
Evaluate your capital needs and strategize with our team.
Identifying Lenders
Connecting with the best lenders for your growing company can be a challenge.
How we do it:
Suggestions based on what lenders are looking for and what they avoid
Access to a network of qualified lenders
Guidance on how specific lender offerings align with your goals
Your next steps:
If debt is a good fit for your company, 5th Line will connect you with lenders and advise on the best partnerships for your success.
Content & Modelling Prep
When you work with 5th Line to prepare your materials for lenders, we’ll simplify the process and highlight your strengths.
Here’s how:
Personalized Modifications:
We’ll help you meet industry standards and lender expectations for financial reporting
Diligence Checklist:
Get a full list of the documents lenders will ask to see
Proactive Guidance:
We’ll revise or manage your content, suggest presentation materials, and offer responses to lender questions
Your next steps:
We can guide you through revisions or take the lead on the process.
Process Managenent
Managing the process is a full-time job in itself; we'll streamline the entire thing on your behalf in the way of:
Preparing tailored credit files for each lender
upfront
Handle discussions and follow-ups as needed to keep your funding process on track
Manage the cost of capital and cashflow analysis of term sheets
Your next steps:
Decide which processes require support. We’ll handle the details so you can focus on growth.
Term Sheet Negotiations
We'll make sure you get the best deal in the market by:
Leverage our relationships with lenders to optimize deal terms
Negotiate based on an understanding of the approval process and lending risks
Reduce friction for a smooth process and mutually beneficial partnership
Your next steps:
5th Line will balance competing offers to bring you the best opportunities while preserving lender relationships.
Closing Process Support
5th Line will continue to guide you through the final closing and funding steps.
We’ll stay in touch with lenders to maintain timelines
We participate in diligence and final checklists
Once you’re ready to close, we’ll oversee the final steps and help you direct your new funds toward growth
Your next steps:
The team at 5th Line will help you through the closing stages and make sure you receive funds on time.
5th Line Capital Advisory Services
We tailor each and every engagement specifically to the needs of our clients...from end to end process management to ongoing advisory needs
Debt Strategy
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Identifying Lenders
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Content & Modelling Prep
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Process Management
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Term Sheet Negotiations
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Closing Process Support
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Thoughts, Options &
Recommendations
Next Steps
1
Confirm Areas of Need
2
Draft & Issue Proposal
3
Finalize Engagement