Portfolio Services
ACCESS TO CAPITAL
If accepted as a portfolio company, we lead the entire capital application process, from initial inquiries to funding to reporting requirements.
LEARN MOREFINANCIALS
In tandem with the loan application, we implement a financial reporting package to monitor your ratios so you remain eligible for growth capital.
LEARN MORETAX STRATEGY
Annually, we develop a tax strategy that aligns your capital needs with your cashflow and reporting. We ensure longterm, sustainable growth.
LEARN MORE2019 Portfolio Companies
32
2019 Entrepreneurs
65+
2019 Startups
15
2019 In Process