We Engineer Your Deal
Three internal layers run before a lender ever sees your name. That is the difference.
- 01
Check Your Approval Odds
Complete our two minute quiz. We evaluate your financial health, goals, and eligibility across CSBF, BDC, and mortgage programs, then give you an instant score.
- 02
Deal Structuring
We optimize personal versus corporate debt, build projections ready for bank review, model DSCR, and design a credit strategy before anything goes to a lender.
- 03
Lender Matching
We match your file to the lender most likely to approve, considering your industry, credit profile, deal size, and structure. No mass applications.
- 04
Application & Negotiation
We package your file the way an underwriter wants to see it, then negotiate rates, terms, amortization, and personal guarantee exposure.
- 05
Funded + Ongoing Advisory
Capital deployed with guidance on where to spend it. We advise when to refinance, expand, or take on new leverage as you grow.
What we’re working on behind the scenes
- Debt Stack Optimization
- Business Plan + Projections
- DSCR Optimization
- Credit Positioning Strategy
- Industry Lender Matching
- Application Packaging
- Bank Negotiation
- Capital Deployment Guidance
- Ongoing Advisory