Financing Advisory Services
CapCompass
CapCompass has become a go-to partner for entrepreneurs and business owners looking to secure debt capital to fuel business growth. We work closely with our clients to identify and develop a compelling narrative to present to potential lenders. The CapCompass program includes the buildout of a detailed proforma projection model and presentation materials to detail the growth opportunity of our clients. We evaluate our database of over 150 lenders and leverage our banking relationships to facilitate the discussions from original expression to funding.
About Us
CapCompass is committed to providing finance advisory service solutions that meet each client’s unique needs. Our team has extensive experience originating, structuring, and managing middle-market investments across various industries. We have a proven ability to partner with management teams to provide timely, innovative, and customized financing solutions designed to maximize value and maximize return on investment. Our team has closed over $16 billion in total transactions, and we provide experienced market analysis throughout the due diligence and negotiation process. CapCompass team of experienced professionals is dedicated to providing all the necessary expertise to close and fund successful credit facilities.
CapCompass Helps Companies Close and Fund All Types of Debt Capital, including
▪️ Asset-based Lending
▪️ Cash Flow Lending
▪️ Refinancing to secure more favorable terms and covenants
▪️ Acquisition/Growth Financing
▪️ Mezzanine/Junior Debt
▪️ Infrastructure Build-out
▪️ Buy-outs
Professional Financial Strategy for Small Businesses
CapCompass direct lending platform offers a comprehensive suite of private credit products designed to meet the needs of small and mid-sized companies. Our team of experienced professionals provides tailored financing advisory service solutions tailored to each company’s unique requirements and goals. With our secure, reliable investment strategies, investors and advisors can confidently access attractive risk-adjusted returns. We’re committed to delivering excellent customer service and taking an individualized approach to each of our client’s needs. By leveraging our deep expertise in the direct lending space and understanding the nuances of each transaction, we deliver superior results consistently.
Our Industry Experience
We have worked with clients on projects ranging from small business development to M&A and large-scale capital projects
▪️ Business Services
▪️ Pharmaceutical
▪️ Natural Resources
▪️ SaaS
▪️ Financial Services
▪️ Healthcare
▪️ Software & Technology Enabled Services
▪️ Senior Care
Why Our Clients
Engage Us
Our company is committed to helping you save money and time. We streamline the capital raise process and save our clients multiple of our fees.
Our team of borrowing professionals can help your staff with the surge capacity required to respond to lender requests.
We are Subject Matter Experts in the debt markets, and our team will help untangle the intricacies of borrowing money.
CapCompass’s proven track record and methodical approach bring certainty to discussions with lenders and capital providers.
Our Process
Our turn-key approach leads small business and middle-market borrowers through the entire financing process and includes the following:
▪️ Assistance in building out a business projection model
▪️ Creation and distribution of a CIM slide deck showing the opportunity
▪️ Establish and conduct meetings with lenders
▪️ Facilitating data requests
▪️ Negotiation of terms and analysis of term sheets
▪️ Closings of Debt Financings
▪️ Post-Closing Follow-Up