We have a New loan program we would like to make available to you. Small Business Fundz provides a financing solution in instances where bank financing is not available. This is particularly true for cross-boarder commercial activities which fall below the threshold requirement of large banks. With smaller banks unwilling to step across national boarders to support clients, smaller and mid-size companies face narrow options for cross-boarder finance. Small Business Fundz works with these companies to craft a financing structure to accommodate working capital and expansion needs of the borrower as well as security and control required by Small Business Fundz. We provide clients with both in-country and cross-border credit facilities. We would like to see some opportunities in Utah, Colorado, Wyoming, California, surrounding states. Please see the criteria below.
Types of Structures:
- Senior debt, unitranche, subordinated loans with warrants, and equity.
- Target Loan Size: $1 million to $12 million
- Terms: 3 – 5 years
Purpose of Funds:
- Growth capital, LBOs, MBOs, recapitalizations, acquisitions and ownership shifts
- Location Requirement: US or Puerto Rico based firms – At least 51% of employees and tangible assets must be located within the US or Puerto Rico
No investments can be made in any of the following types of businesses:
- Re-lenders or Re-investors (Financing and leasing companies)
- Passive Businesses (if company is not engaged in continuous business operation – the receipt of dividends, rents, lease payments, of royalties i.e. a franchisor)
- Real Estate
- Project Finance including Construction
- Farm Land Purchases
- Gambling related activities
- Companies that participate in activities contrary to public interest (prostitution, drug related)
Financial Size Restrictions – Small Sized Businesses
- EBITDA is $1 Million or greater
- Target Size Companies should be generating annual sales between $5 million to $100 Million
