Creation of pitch decks, private placements, and other materials for limited partner subscription or wholesale lines of credit.
Return modeling based on historical portfolio performance metrics to project limited partner returns or wholesale credit modeling.
Collaboration with funds for introductions to administrators, institutional LPs, and accredited investors with our partnering broker-dealers.
Commercial Loans Consumer Loans Commercial Real Estate
An MCA Fund was seeking an investor deck to help raise a new round of financing in the form of a revolving wholesale line of credit. Pro Business Plans assisted with the modeling and prepared projections along with an investor deck to assist with the raise.
A real estate lending company was seeking investment materials to present to family offices to assist in raising capital. Pro Business Plans worked with them to create the materials and ultimately raise a $50 M wholesale line of credit.
A real estate lending business was seeking a plan to create a fund to finance commercial and multi-family residential homes. Pro Business Plans worked with them to create the private placement and Reg D 506(b) offerings to make the security compliant.