Single Family Office Offering Vetted Deal Flow for Investors - Contact us to review log of highlighted Investments. Over $4B AIP (Assets in Portfolio)
Interprise Financial – Commercial, LLC originates bankable deal flow. Investors, Hedge Funds, Capital partners, VC investors, Angels, can save time and expense with direct access to our high-quality investments. Our investments generate income, cash flow and outsized equity returns set up all under one roof!
We meticulously review hundreds of deals each year, ensuring only the most promising opportunities that are presented on the site.
Deal Characteristics in our portfolio: We implement a diversification strategy of over 30 uncorrelated investments in companies to reduce our risk by more than 80% without reducing risk to the returns.
- Competitive advantages through the proprietary use of technology
- Recurring revenue streams
- High margin, scalable business models with strong economic impact
- Business models with integrated customer relationships
- An ability to grow through diversification of income streams, expand geography, or deepen customer penetration
Interprise Financial has 20 year track record of trust with capital from our warehouse credit line providers, investors, and commercial bank partners. We understand necessary requirements involved in complex transactions with a reputation for resolving lending challenges utilizing flexibility, creativity and alignment strategies with investors. We welcome You to inquire and review deals logged into our portfolio suite of tier one transactions.
PORTFOLIO TARGET BUSINESS SECTORS - Contact us to review log of highlighted Investments.
1. Start-up investments (12) Tech (brand engagement), Semi-Conductor, Healthcare Devices, Building Materials, Renewable Energy, Oil & Gas.
2. Real Estate A variety of conventional loan products for the acquisition or refinance of multifamily properties, hotels, resorts, wholesale properties and warehouses. (7) - $2mm, $8.5mm to $58mm
3. Distressed opportunities - Dispositions, distressed sales/sell-offs, restructurings, sale-leasebacks (2) $26mm to $105mm
4. Bio-tech - Medical Technology & Healthcare, life-changing medical devices – (4) $5mm to $65mm
5. Supply Chain Capital -Credit facilities achieving recurring revenue of 1.5X – (2) $5 to $20mm
6. Natural Resources (Au), Oil & Gas investments with 2.3X revenue returns – (6) $3mm to $155mm
7. Building Materials (Basalt Steel) & Infrastructure - (2) $5mm to $65mm
8. Tax incentives - Investments that carry 100% tax write-offs (3) - $7mm to $53mm
9. Technology - Semi-conductor, Broadband, Media & Entertainment – (3) $2mm to $10mm
10. CANNABINOID-BASED PHARMACEUTICALS/H2O - (FDA Approved) neurotherapeutic supplements, Industrial Hemp & THC (Cannabis), Spring Water – (2) $10mm to $20mm
11. Renewable energy – Power, Solar, Water, Green Manufacturing – (3) $5mm to $130mm
Niche Investments
LC/SBLC/BG instruments (Au) (5) ($50mm to $3B)
Land use entitlements, parcel assemblages, zoning lot mergers, urban infill, redevelopment, brownfield remediation (4) ($1mm to $10mm)
Average Investment opportunities range from $2mm to $90mm.
Corporate Finance
ABL financing, convertible note, SPAC, SAFE, M&A, LBO, A/R financing & Invoice factor, LC/SBLC/BG instruments, Bridge/Early Stage/Series A-B raises, note hypothecation, and Tier 1 credit enhancement.
Project Finance
Private credit facilities, interim /convertible loan options, LC/SBLC, PPA, Joint Venture (JV) partnership equity, performance bonds, and insurance wraps.
Instrument Finance
Asset oversight and management services, corporate custodial & attorney-led trust services, secured credit facilities, and the collateralizing, leveraging & monetizing of various financial instruments including prime bank treasuries (primarily U.S.), and credit rated paper (corporate bonds).
What We Do
- Funding: Utilize a short-term note debenture strategy for startups, bridge capital for cash flow investments, and tiered funding for projects and ground-up construction.
- Negotiation: Assist in negotiating interest rates, equity percentages, discounts, service fees, growth strategies, timelines for mortgages, convertible notes, and bank instruments.
- Investor Benefits: Share in the value growth appreciation, servicing income, interest income revenue, recurring revenue, dividend income, and fees generated on each investment.
Why Interprise?
- Unique Portfolio Structure: Our pre-vetted, bankable deals generate income, cash flow, and outsized equity returns all under one roof.
- Seamless Investment Experience: We aim to save valuable time in the investment evaluation process by providing thoroughly vetted and underwritten opportunities.
- Due Diligence: We offer thorough due diligence, sophisticated quantitative and qualitative analyses, and effective underwriting through an expansive network of capital.
- Capital Protection: We ensure the efficient use of capital with credit facilities and direct lending expertise, fully prepping, underwriting, and evaluating risk to achieve collateralized outsized returns.
- Dynamic Projects: Every project in our portfolio is dynamic, featuring seasoned management with a track record of success and lessons learned from past experiences.
- Efficient Drawdown Strategy: Mitigates risk and allows companies to scale efficiently.
Investment Process (30 to 60 days)
Deal Selection:
- Investors review the deal log and select specific deals or categories.
- Receive executive summaries highlighting opportunities.
Due Diligence and Preparation Phase:
- Interprise performs due diligence on each company.
- Prepares investor presentations and financial models.
- Engages in initial discussions with potential investors.
- Sends out teaser information and decks to capital partners.
Initial Investor Interaction Phase:
- Interested parties sign confidentiality agreements.
- Conduct investor due diligence.
- Schedule conference calls and Zoom meetings for introductions.
- Request and review term sheets, notifying selected parties.
Due Diligence and Execution Phase:
- Compile due diligence materials.
- Continue conference calls and Zoom meetings for introductions.
- Prepare legal documentation. Commitment letter.
- Present term sheets and negotiate final terms with selected parties.
- Finalize by signing agreements.
All highlighted projects are dynamic with significant upside. Potential game changers in their respective industry.
InterpriseFinancial.com