A Process Built for
Certainty of Execution
A $1,000 retainer covers your first 3 hours of consulting. Additional time, if needed, is billed at $333/hour. At closing, CCC earns a success fee — typically 1% of the funded amount, with a $5,000 minimum. A structured, proven approach that goes far beyond a traditional referral — managing your capital strategy from first conversation through closing and beyond.
Structured Discovery Interview
We conduct a thorough virtual interview via Microsoft Teams — hearing your story, understanding your business, and discussing your financial performance and goals. Our AI note-taker captures everything, ensuring nothing is missed.
Deal Summary & Data Room Creation
We build a comprehensive Deal Summary — a professional credit memo that tells your story compellingly to lenders — and organize all documents into a secure Dropbox Data Room. This becomes your permanent Résumé for Capital™, refined with each subsequent lender interaction.
One-to-Many Lender Approach
Using our proprietary database of 476+ funding sources — searchable by unique lending parameters including deal type, geography, collateral, and borrower profile — we identify and approach only the most appropriate lenders for your situation. One underwriting effort. Right-fit lender selection. Real competition for your deal.
Managed Through Closing
We manage all lender communications, respond to underwriting questions, and negotiate terms on your behalf. We stay engaged until your deal is funded — then continue as your long-term capital advisor.
