Capital Strategy & Fundraising
Secure the funding you need with a bank-ready financial package. We develop the pro forma, manage the lender and investor due diligence process, and oversee bank draws to keep your project capitalized.
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Other Services for Small Business Owners
A great project idea is only viable if it's properly funded. We help you secure the capital you need by creating a bank-ready financial package. We develop the pro forma, manage the complex lender and investor due diligence process, and provide ongoing oversight of bank draws to ensure your project stays capitalized from groundbreaking to completion.
Our capital strategy is broken into three distinct phases.
1. Financial Modeling & Feasibility
Before you can raise a dollar, you need a defensible pro forma. We leverage our MBA in Real Estate Finance to build comprehensive financial models that validate your project's feasibility. We analyze development costs, model absorption, and project returns, giving lenders the data-driven package they need to see.
2. Capital Sourcing & Due Diligence
We manage the entire fundraising process. This includes preparing the complete financial package and investment summary. We then manage the lender and investor due diligence, answering their technical questions about construction, zoning, and market economics so you don't have to.
3. Bank Draw & Financial Management
Securing the loan is only the beginning. We provide ongoing financial oversight throughout construction, managing the bank draw process and reviewing all pay applications. This ensures your contractor is paid on time, your lender remains confident, and your budget is tracked with complete transparency.
