Stay Agile, Hire Us!

Preparation of investor-oriented credit memorandums for C-PACE, construction, and bridge loans — designed for submission to investor credit committees and banking institutions. Services are billed as a flat fee or on an hourly basis. Have our own templates or will use yours.

Assistance with structuring and underwriting the financial aspects of loans and underlying real estate, including sensitivity analysis, downside analysis, workout scenarios, and alternative use evaluations. Billed on an hourly basis.

Need extra support? Whether it’s collecting and processing information from the borrower, procuring third parties, conducting financial analysis, or preparing pre-flights for credit, we can provide assistance as needed. Services are billed on an hourly basis.

Is your committee on the fence about a deal—or do you not have one? Let us review your credit memorandum and provide an independent, unbiased analysis of the loan opportunity. Billed as a flat fee.