FINANCING

We have over 50 years of combined financing experience.  Whether you are seeking debt or equity, secured or unsecured, we can help.

AI FINANCING SUMMARY

 

We help business owners and real estate investors acquire debt and equity financing.  

 

- UNSECURED DISCOUNT CASH ADVANCES  

- UNSECURED LOANS

- UNSECURED LINES OF CREDIT

- ABL

- REAL ESTATE LINES OF CREDIT

- HARD MONEY

- COMMERCIAL MORTGAGES

- SECURED AND UNSECURED EQUITY CROWD FUNDING*

- SECURED AND UNSECURED INTRODUCTIONS TO INVESTMENT BANKS AND PRIVATE EQUITY FUNDS*

 

 

DEBT RETAINER

 

For Debt financing we charge 2 points: 

1- 1 point retainer and 

2- 1 point success based. 

 

The upfront 1 point covers title, underwriting, appraisals and miscellaneous up to half a point.    

 

Debt refund:

 

If we do not receive an approval within 90 days we refund the balance of the retainer minus the above title, underwriting, appraisal and miscellaneous fees.   

 

If we receive an approval within 90 days we will not refund the balance of the retainer.  

 

 

EQUITY RETAINER*

 

 

Equity Crowd Funding Retainer:

 

The equity crowd funding retainer is $10K per million dollars.  

 

Includes:

 

- Set up of platform ($2K), 

 

- Monthly listing ($1K per month for 3 months = $3K),  

 

 

Investment Bank and Private Equity Fund Retainer:

 

The Investment Bank and Private Equity Fund introduction retainer is $10K per million dollars. No success based fee or gifts allowed. 

 

 

Equity Retainer Refund:

 

If we do not reach the goal within 90 days and you opt to cancel the raise we refund the balance of the retainer minus any set up, listing, marketing and miscellaneous fees.   

 

If we do not reach the goal within 90 days and you opt to not cancel the raise we will refund the commensurate amount of the balance of the retainer.

 

*Capital raising regulations:

 

As per the SEC and FINRA we CAN NOT receive multiple forms of payment for a capital raise.  We are soley paid to provide marketing and/or introductions  up front - as opposed to receiving success based compensation and/or gifts of capital or equity.  

 

Thank you.