Our Mission

A financial services firm specializing in providing capital and strategic financial advisory to small businesses.

Our Services

  • Project Specific Capital Investments​

  • Bonding Supplement​

  • Balance Sheet Management​

  • Capital Management​

  • Cash Flow Forecasting​

  • Financial Strategy​

  • Accounting Advisory​

  • Access to Experienced Construction Experts

Our Process

Credit Underwriting Due Diligence

  • Meetings with expanded ​management team​

  • Thorough financial review​

  • Credit memo for each specific project​

  • Advisor discussions​

  • Risk assessment and mitigation​

  • Assessment of owner/operator and general contractors for reputation quality and strength of balance sheet​

Weekly discussions with Management​​

  • Weekly Status Meetings​

  • Review of all relevant financial information​

  • Cash Flow Discussion and forecast​

  • Site Visits/Review of project photos ​

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Investment: Debt and Equity Position​​

  • Credit Investment with origination fee​​

  • End of project profit share or flat consulting fee​

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