We’re Here to Support Your Debt Process

Term Sheet Insights

This is our most limited scope option, intended to be less than a month. Once you have proposals, we will ensure you have full clarity on how the myriad business terms compare to the market for a company in your position. More importantly, we’ll make sure there are no surprises!

  • Model term sheet costs and loan availability based on company financial model

  • Advise on negotiation strategy and compare terms to proprietary market knowledge

  • Review any covenants or other requirements to company financial model to flag any terms that could trip up the company after close

  • Offer introductions to any other lenders who may be a good fit to ensure confidence in the deal

Full Suite

We’ll wear your uniform for the full market engagement process, and own responsibility for all functions of the debt raise process.

  • Advise and execute on compilation of Company materials and financing narrative in preparation for external engagements

  • Develop set of prospective capital providers, engage firms, and solicit proposals

  • Develop scenario analyses for the purpose of assessing impact of various terms

  • Advise on term sheet negotiation and selection

  • Support formal Due Diligence requests

  • Partner with external counsel to support efficient documentation process

  • Support team as needed on strategic and operational tasks related to further development of of a capital markets or debt financing function that presists after we’re gone

Hourly

We can be on-call throughout the process. Our leading market intelligence can inform your debt raise strategy, provide targeted intros, provide negotiating leverage when reviewing proposals, and help bring deals over the line. It’s like bringing on a super-advisor for your company.

Additionally, we’re open to both short term and long term engagements depending on what our client needs. Let us know what you have in mind and we can work on a bespoke proposal. We’ve worked on one-off projects including

  • Advising a venture capital firm on utilizing venture debt at the portfolio level to maximize ownership

  • Banking strategies following the failure of SVB in Mar’23

  • Navigating the banking-as-a-service space and advising on fintech products optimized for the current regulatory framework

Optimize Your Funding Sources