Improve yield by converting on potentially lost deals and enhancing approved deals.
Differentiate from the competition and solve a problem for the borrower.
Overcome common and consistent underwriting challenges that are difficult to quantify.
Sticky C&I customers may benefit from additional bank products and services.
We make the banker the hero of the story
Our platform reduces internal friction and bureaucracy within the bank by addressing the needs of all key stakeholders.
Executives
Grow revenue, loan volume & market share without hiring bankers or opening new markets. Differentiate your offering and compete in the market.
Credit & Risk Officers
Maintaining prudent underwriting standards is a must. Say “yes” more often while maintaining safe & sound lending practices.
Relationship Managers
Convert on time-consuming deal sourcing efforts and delight the customer. Enhance lending opportunities with good customers.
Have a debt deal you need to get closed fast and at a reasonable cost?
Maybe we can help! Access our network of innovative bank partners.
Sourcing
Sourcing suitable middle market deals is hard work
Competition
Competition is fierce and includes bank and non-bank lenders
Risk
Every middle market deal has potential repayment concerns
Internal Tension
Constant internal tension between credit and lending
Wasted Resources
Wasted resources on extended diligence and closing process
Private Equity Buyout Deal
The owners want to restructure debt and take advantage of favorable movement in rates.
Line of Credit – Inventory
A retail business negatively impacted by COVID and significant seasonality seeking to follow its departing relationship manager.
Owner-Occupied Real Estate
The financial sponsor has found a well-established manufacturing business that fits nicely within its investment criteria.
