| Who it's for |
You want a structured "package-and-fund" process without ongoing advisory. |
You want strategy, outreach, and negotiation plus the Lender Path steps, all run on one cadence. |
| Step 1 - Application / Intake |
$495 one-time |
Included |
| Step 2 - Packaging & Underwriting Prep |
$1,495 per package |
Included |
| Step 3 - Funding Admin (closing) |
$995 per closing |
Included |
| Capital Access Retainer |
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Core: $3,500/mo · Growth: $7,500/mo · Scale: $12,500+/mo (scope by complexity) |
| What’s included (baseline) |
Intake checklist, lender fit route map, narrative & financial tie-out for submission, portal uploads, closing checklist and conditions clearing. |
All baseline items plus strategy, materials (teaser/CIM), weekly pipeline board, lender/investor outreach, term-sheet comparisons, negotiations, and post-funding cadence. |
| Overage / out-of-scope |
Work beyond the defined steps billed at published overage rates ($250/$300/$350 per hr, by complexity). |
Same overage rates apply for items beyond retainer scope. |
| Deliverables |
Complete package (application, narrative, financial tie-outs, document set) and closing administration. |
Everything at left plus capital strategy & sequencing, lender/investor pipeline, weekly updates, term-sheet side-by-sides, covenant modeling, and close plan. |
| Owner experience |
Clear 3-step process; you run outreach/negotiation yourself or add limited help as out-of-scope. |
One team runs the whole process; story, numbers, and timing match across Growth, Finance, and Capital. |
