Professional services

Capital for expertise-driven businesses.

Professional-services firms often invest in people, systems, and delivery before collecting client revenue.

Common needs

Capital tied to the operating cycle.

Explain the client base, contract terms, backlog, margin, staffing plan, and expected return rather than presenting only a dollar request.

01

Hiring for signed work

The exact fit depends on the complete business profile and transaction.

02

Software and technology

The exact fit depends on the complete business profile and transaction.

03

Marketing and development

The exact fit depends on the complete business profile and transaction.

04

Office expansion

The exact fit depends on the complete business profile and transaction.

05

Book-of-business acquisition

The exact fit depends on the complete business profile and transaction.

06

Receivables timing

The exact fit depends on the complete business profile and transaction.

Prepare the request

Bring the business story into focus.

These items may help explain the need and support a more useful initial conversation.

  • Client and revenue concentration
  • Contract terms and payment timing
  • Signed work and backlog
  • Gross margin and staffing plan
  • Recent bank statements
  • Expected return from the investment
Start with the business goal

What is your business planning next?

Begin the conversation →