Dec 9, 2025
Jul 22, 2025
Mar 13, 2025
Jun 26, 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
Use Cases
growth / working capital
finance assets
replace existing lender
business pivot
Loan Types
revolvers / MRR Lines
asset term loans
venture debt / growth debt
structured equity















































































































































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)