Financial Analytics
Specialty Finance

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.

Capital Solutions

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.

Our Process

A Disciplined Approach. From Mandate to Close.

01.

Scope & Structure

Define facility parameters, target lender universe, and execution timeline.

02.

Data & Materials

Prepare institutional-grade data tape, financial model, and lender presentation.

03.

Lender Outreach

Run a structured process with warehouse lenders, credit funds, and forward-flow buyers.

04.

Diligence & Close

Coordinate due diligence, negotiate documentation, and execute funding.

What to Submit

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 Review
Company overview and management background
Monthly origination volume and historical growth
Current portfolio tape with loan-level detail
Contract-level repayment and ACH history matched to contract ID
Stratification and static pool performance
Delinquency, default, and servicing data
12–24 months of business bank statements
Requested facility type and target size
Existing deck, teaser, or summary materials
Common Questions

Frequently
Asked
Questions

Find answers to common questions about our specialty finance process and facility criteria.

Contact our team

Ready to Discuss Your Capital Needs?

Tell us about your platform. We'll respond within 48 hours.