Asset Intelligence.
Exceptional Outcomes.
Bespoke credit solutions for specialty lenders and innovators
Capital Structured Around Your Assets
We dive deep to understand the fundamental levers driving asset performance, providing growing businesses with bespoke capital solutions that mitigate our risk and minimize their dilution.
Traditional lenders are stuck in their conservative ways. In their defense, when you do not truly understand an asset, conservatism is the only protection.
Our approach: Asset intelligence allows us to structure to the underlying asset performance
Why This Cannot Be Replicated
Bespoke Methodologies
Analysis predicated on asset idiosyncrasies that generic methodologies cannot capture.
Unconventional risk management integrated into deals spanning the entire lifecycle.
Tailored covenants that address asset and business risk, not conforming to traditional norms
Proprietary Deal Flow
Network. Longstanding relationships with Venture Capital, Private Equity, service providers, and industry evangelists.
Sponsorship does not matter. While sponsorship helps, we also source deals directly from closely held businesses that have not raised institutional capital.
Research. Subscription and grassroots initiatives that uncover opportunities that are not widely evident to competitors.
Niche Addressable Market
First institutional debt keeps us from competing with the large asset gatherers and allows us to generate alpha for our investors
Supporting earlier stage teams with deep subject matter expertise in industries, although the company itself may be younger than traditional lenders prefer
Assets within large ecosystems with proven performance and regulatory frameworks
Proven Performance
Transaction sizes
$5-40m
$
0
Realized principal losses to date
50
+
Years of team experience
4
+
Market cycles navigated
Partnership Opportunities
Leadership
Seasoned veterans with foundational experiences at Moody's, Morgan Stanley, and Credit Suisse
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Insights
Our investment approach is grounded in rigorous analysis and continuous market research
Private Credit Poised for Sustained Growth
Small Managers BIG ALPHA Episode 19
