Through our Inside Desk service, we help you analyze the best deal in front of you – regardless of where it came from.
Our core capital markets function is to source, structure and secure capital for clients. But regardless of where your offers from, they’ll still use up your resources. And although raising capital is a recurring event every 6-18 months for a lot of businesses, most can’t justify hiring a full-time capital markets person. What that means is management has to now spend time, every few months, on energy and resources raising capital. In addition to other annual headaches like audits, etc. Even if they have the time dedicated for it, they may not necessarily know what levers to pull, what not to negotiate, potential pitfalls on a deal process, or how long it’s going to take to close. Worse yet, is being promised false deadlines when speaking with multiple firms.
If you’re actively sourcing offers in the marketplace, then you’ve heard it before: we can get this done in X weeks. How do you know who’s legit? Who can get it done when they say they can? That’s where our Inside Desk steps in, as your knowledge and expertise base, to quarterback these deals. And, to make sure we’re fully aligned, we only get paid on a performance basis.
Most companies in the $5M-$100M range cannot justify a full time capital markets function, nor can they justify paying massive fees upfront to an investment bank. Our Inside Desk service solves for just that: we run your commercial credit function, regardless of where the deals come from. As your fiduciary, we help you close the deal that best fits your business. All on a performance basis. As part of our Inside Desk service, we help you:
- Structure: We structure the deal based on a multitude of factors like assets on your balance sheet, existing capital stack, sales history, cash flow, owner credit, flexibility, and borrower protections.
- Secure: We help clients through the closing process, with Done-For-You (DFY) underwriting narratives and foreseeing potential deal killers to avoid.
- Syndicate: To avoid moral hazard, we invest in every transaction. In this regard, we act as an independent sponsor. Only in very limited instances do we do the lending directly.
- Compensation: We get paid on a performance basis only, once the line is fully closed or funds hit your bank account.
The Inside Desk is our traditional Capital Markets function, embedded into your operations. We run point on your commercial credit raise, regardless of where the offer came from (i.e. we may not have sourced it, but we review, structure, negotiate, and help close it either way).
As of now, the Inside Desk is only available to existing Capital Desk clients, and new clients with $25M+ or more in annual revenue located in the US.