SERVICE 05 · CAPITAL ADVISORY
Debt, done right.
When you need to borrow — for growth, an acquisition, or working capital — we run the process end to end so you reach lenders prepared, positioned, and in control. Debt financing only.
WHAT IT IS
Advisory for your financing.
We advise on the strategy and manage the process of raising debt. We’re advisory and process-oriented — we don’t place loans, act as a broker, or promise an outcome. You remain the borrower and make every final call.
What we do is make sure you show up to lenders with clean numbers and a sharp story, and negotiate from a position of strength instead of hope.
WHAT’S INCLUDED
How we run a raise.
- Financing strategy & capital structure — how much, and what kind
- A lender-ready deal memo and financial package
- Forecasts and materials lenders actually want to see
- Outreach to SBA and conventional lenders
- Managing diligence, conversations, and follow-ups
- Decision support as terms and options come in
Debt financing only. You remain the borrower and are responsible for final decisions and lender agreements.
Reach lenders prepared, not hopeful.
Clean financials and a clear plan change the terms you get. We package the opportunity the way a lender wants to read it, so the conversation starts with confidence — not a scramble for documents.
WHAT IT COSTS
Scoped to the raise.
Capital advisory is a defined engagement, separate from your monthly retainer and priced to the scope of the financing. Most run 60–120 days, depending on lender diligence and complexity.
Thinking about financing?
Book a call and we’ll talk through what you’re trying to fund and whether a debt raise is the right move.