- said no Business Owner ever
Why Accrefi
Connect to +500 prospective lenders across the nation
Result: higher likelihood of getting a deal
More parties at the table
Result: better pricing and better terms
Data-driven negotiation and decisions
Result: know you are getting the best deal and making the right decision
You don't have the time
Better Way: Accrefi does the heavy lifting of working with multiple lenders at once
Understand the benefits vs risks objectively
Better Way: we break it down for you with an unbiased lens
Experts lead you through the process
Better Way: our team are former bankers ourselves and have been doing this for years
US companies receive $1.9 trillion of corporate loans each year. DON'T GET LEFT OUT.
Each year...
-
$200 billion is invested into IPOs
-
$250 billion of equity is invested in private companies. By contrast...
-
$1.9 trillion of loans are issued to corporations, 4x more capital than the private the public equity markets combined
There are...
8.3 million businesses
in the US but
Only about 200,000 of these business receive the majority of the corporate loans that are issued
The average company...
Talks to 3-5 lending
institutions when seeking
a loan or refinancing
Accrefi reaches out to
50-100 parties
Most CEOs and CFOs...
admit obtaining financing is the hardest part of
their job.
On average, a capital provider asks for 6,800 pages of materials during diligence in a fundraise
How Accrefi Works
Making a Complex Process Easy
Submit your info to get started
#1
We collaborate to develop a plan-of-attack to find you the most suitable lenders & financiers
#2
Prepare financial model & fundraising materials
#3
Accrefi identifies the best capital providers, then pitches decision-makers on your behalf
#4
Our team negotiates the best pricing and terms for you, and guides you through the closing steps
Receive Funding
Advisory
Ideal for companies that have full-time CFO and finance / accounting departments
1.50%
at Closing*
Includes:
-
Market analysis of financing options
-
Strategic company positioning
-
Create executive summary of business
-
Outreach to lenders
-
Pitch deal on your behalf
-
Guidance on financial projections
-
Guidance on virtual data room set up
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Guidance on diligence requests by lenders
-
Advisory on key lender issues
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Review of lender proposals
-
Comparison of terms & pricing to market
-
Negotiation of key terms
-
Loan agreement review and negotiation
-
Support on additional loan documents (intercreditor, warrant exercise, control agreements, etc.) if applicable
Full Service
Ideal for companies that do not have full time CFOs and require dedicated support with financial materials and diligence inquiries
2.50%
at Closing*
Includes:
everything in Advisory, PLUS:
-
Build 3-statement model: historical + forecast
-
Construct & refine forecast assumptions
-
Create long-form investment presentation
-
Set up of virtual data room
-
Assemble customer analyses (churn / retention, customer concentration, industry exposure, etc.)
-
Support with lenders' financial analyses requests
-
Field lender FAQs
-
Field other diligence requests (customer contracts, supplier agreements, lease agreements, incorporation docs, etc.)
-
Full review, negotiation, and disputes of any third party reports including appraisals, QoEs, audits, tax opinions, etc.
- Collaborate with and manage QoE firm
-
Collaborate with and manage attorneys
-
Collaborate with and manage tax advisors
-
Collaborate with and manage company's corporate development / finance / accounting teams
Compared to industry standard of 3-5% +
$30,000 - $50,000 upfront retainer
* Deposit required at time of kick-off. Deposit is refunded at the time of a successful closing.
Our Promise to You
Integrity
Alignment with our clients, ALWAYS.
We don't make money unless it
helps our clients
Honesty
We tell it as it is. Even if its bad
news. This is the best course for
making informed decisions
Client
Commitment
We work hard for our clients
and strive to deliver results
every step of the way