Warehouse & Forward-Flow Capital
for Specialty Finance Originators
Structured capital solutions for specialty finance originators, lending platforms, and tech-enabled finance businesses—supported by institutional-grade process, materials, and execution.
Built for Specialty Finance Operators
We work with platforms and originators across the specialty lending ecosystem.
Platform Finance
Tech-enabled lenders and vertical finance platforms with proprietary origination channels, scalable underwriting, and institutional data infrastructure.
Merchant Cash Advance
Daily/weekly remittance, split-funding, and MCA platforms seeking warehouse or forward-flow capital.
Revenue-Based Financing
RBF lenders serving SaaS, e-commerce, and subscription businesses with non-dilutive growth capital.
Equipment Finance
Lessors and equipment lenders financing commercial, industrial, and technology assets.
Embedded Finance
Credit products distributed through partner integrations—software, commerce, or B2B workflows—with structured servicing and repayment.
Receivables & Factoring
Invoice finance, factoring, and AR-backed lending platforms seeking facility capital.
What We Help You Execute
End-to-end support for specialty finance capital formation.
Warehouse Line Design
Structure facilities aligned with your origination model, lender requirements, and growth trajectory.
Forward-Flow Facilities
Negotiate purchase agreements with institutional buyers for predictable, ongoing capital deployment.
Borrowing Base Engineering
Design eligibility criteria, advance rates, and concentration limits tailored to your portfolio.
Data Tape Readiness
Prepare loan-level data, stratifications, and static pool analysis for institutional diligence.
Lender Reporting & Process
Establish compliance reporting, covenant tracking, and ongoing lender communication cadence.
Refinance & Takeout Solutions
Transition from early-stage facilities to scaled, lower-cost capital structures.
A Disciplined Approach. From Mandate to Close.
Scope & Structure
Define facility parameters, target lender universe, and execution timeline.
Data & Materials
Prepare institutional-grade data tape, financial model, and lender presentation.
Lender Outreach
Run a structured process with warehouse lenders, credit funds, and forward-flow buyers.
Diligence & Close
Coordinate due diligence, negotiate documentation, and execute funding.
What We Review
To evaluate fit and structure a capital solution, we typically review the following materials. Not all items are required upfront—we'll guide you through the process.
Best fit for platforms with a clear origination model, institutional-quality data, and a defined capital use case.
Request a Capital ReviewFrequently
Asked
Questions
Find answers to common questions about our specialty finance process and facility criteria.
Contact our teamReady to Discuss Your Capital Needs?
Tell us about your platform. We'll respond within 48 hours.