Jun 26, 2024
Jan 29, 2024
Since 2015, the leading debt advisory firm for innovative growth companies
We combine an unrivaled network of lender relationships and $3B of debt transaction experience to accelerate debt capital raises and deliver superior outcomes
Our IP
Benefits
Serving the Financing Needs of the Innovation Economy
Technology / SaaS FinTech Services Healthcare Consumer
Typical Client
later stage
pre-profit thru profitable
backing: VC, PE, founders
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Use Cases
growth / working capital
finance assets
replace existing lender
business pivot
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Loan Types
revolvers / MRR Lines
asset term loans
venture debt / growth debt
structured equity
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Experience spanning 200+ debt transactions as growth and venture debt lenders, venture capitalists, executives, and board members
Formerly tech i-banking at Seven Hills (now Daiwa), Operating Partner at the Halloran family office, and equity research at T. Rowe Price
Bucknell (BSBA)
Vanderbilt (MBA)
Formerly CFO for a high growth startup ($55M debt raised), Partner at growth debt provider White Oak, and senior lending roles at Triplepoint, Newstar, and BofA
Davidson (BA)