Pricing
Engagements focused on lender-grade documentation, disciplined process, and clear accountability.
- Fixed fees with defined deliverables.
- Lender-grade packaging and distribution standards.
- Client portal access and engagement kickoff upon receipt of payment.
Deal Assessment
$4,950
- Independent bankability review (structure, collateral, KYC/AML).
- Written memo: capital stack pathways, indicative terms, key CPs.
- Market soundings within relevant lender/investor segments.
Structuring
$12,500
- Capital stack design with leverage, covenants, and security package.
- Lender-grade term sheet, borrower file, and offering memorandum.
- Data room: financial model, risk register, compliance exhibits.
Full Scope
$59,500
- Includes all Structuring deliverables.
- Targeted outreach to qualified lenders and sponsors; registered chaperone introductions when required.
- Process management through credit committee decision and closing workplan.
Distribution Only
$8,950
- Circulation of a complete borrower file to qualified capital providers.
- Introductions with deal notes and coordinated Q&A.
- Aggregated feedback and reporting.
Refund. If no qualifying investor introductions occur within 90 days on eligible mandates, fees are refunded. Minimum transaction size: USD 10M.
Regulatory. We are not a broker-dealer. We do not hold client funds or provide investment advice. Our role is transaction packaging, risk review, and controlled distribution (with registered chaperone where required).