Several years ago we teamed up with securities specialists who showed us that there are other means of obtaining financing when banks say ‘No”. Foremost among these methods are the provisions under the government's guidelines established in 1982 that allow access to “Accredited Investors”, and others from the private sector, for equity and/or debt investments.
This legal provision allows entrepreneurs, including commercial real estate owners/purchasers, business owners/buyers, and other entrepreneurs, to raise funds from private investors by using special loan documentation and packaging.
We have over 12 years of experience working with these special financing packages. The major component is the preparation of comprehensive legal documentation that includes a number of specialized disclosures, agreements, forms, and a simple business plan for the request. Then we submit to our private sources for final investor approval and closing.*
Private investors are not as tough on underwriting as banks. Terms are more lenient and the real estate, business, or opportunity under consideration is the primary basis for the deal; not credit or other peripheral issues.
During the last 5 years $70 Billion to over $100 Billion has been raised each year among private investors using this form of financing! This strategy may be new to you but it is not new to the investment community.
With this legal documentation you may seek loans or you may offer investors equity (with terms the client decides to offer) to a number of private investors…investors that you had no access to before meeting us!
If you (or your client) believe the transaction you have is solid and viable…and if you have tried conventional, institutional sources and have been turned down…This may be the last avenue to pursue. Period.
Review the information from this site and determine if all other avenues have been explored, and if the transaction is really worth the additional effort. If the answer to these two important questions is “Yes”, then you should act on our services. We will assist you every step of the way.
Go to our Submission Form to submit your transaction to us. We will respond right away.
If you, or your client, is seeking a powerful program to reach wealthy private investors, you may wish to take advantage of our InvestorAccess program! Click the link on the menu to the left for details.