Our Process

We want to work with action-oriented clients. We want to work with clients with an excellent viable project and a management team that is serious about the process.

Consultation, Assessment, and Information Gathering

  • Please contact us so that we can understand your business situation and opportunity.
  • We will contact you either via email or phone call to validate your servicing requirements.
  • We'll assess your business situation and provide solutions that match your business needs.
  • If clients are interested in engaging our services, we will then sign an Agreement. We can't work on your files if there is no agreement signed.
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Matchmaking With The Right Services Providers/and or Lenders

  • Depending on your service request, we'll match you with the right service providers/, and if you have funding needs, then we will work on finding you the right lenders to arrange your commercial loans. Or if it is fundraising, then we will work with you on the fundraising strategy.
  • Based on our assessment of your business needs, we will schedule an introductory call with you, and to confirm budgets, establish timelines, and requirements (e.g., Access To Capital, Lenders may have specific needs), and we will set the right expectation from day one.
  • An NDA and Fee Agreement is also required to be signed first before we could start working on your files.

Fees

  • ​​There are NO upfront or retainer fees.
  • Our Fee Agreement is apparent where we will spell out the terms and conditions of our services. When it comes to funding, it is essential to note that no fee shall be due to consultants unless clients Successfully receive funding.
  • We typically earn a success fee at closing of 1% to 3% on the funded amount, determined primarily by the loan size but also by the type of transaction and other factors.
  • Payment shall be paid directly or paid through ​escrow at the close upon transfer of funds. The method of payment shall have no differing impact on the client, and we will give specific instructions on the payment method.
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Note: We Only Work with Serious Action-Oriented Clients.
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Since we don't charge a retainer or upfront fee, we want to work only with action-oriented clients. We want to work with clients with an excellent viable project and a management team that is serious about the process. That is clients that give us a timely response by providing the documentation and engaging us in an attempt to secure funding for their project. So help us so that we can help you in procuring your financing needs.