• -1-
    More Deals
    More opportunities through FLEx...
  • -2-
    Qualified Opportunities
    Deal flow you can trust...
  • -3-
    Higher Close Rate
    Better deals combined with more options...

Types of Engagements

Qualified
Companies managing themselves through the process without engagement.

Communication, data sharing & terms are handled directly with the borrower from beginning to end.
Advised
Company has been through our in depth interview, company background checks, financial qualification review & their intent to secure financing has been confirmed.

These companies are serious about funding.
Managed
These companies are represented in some capacity by 5th Line's advisory team - meaning the process is more structured, handled by experts in the field and communication is more streamlined by engaging with 5th Line & the borrower in tandem.
How we Qualify Deals
In depth Company Interview
We conduct an interview with the borrower to confirm their capital ask, align expectations from the market and their financing plans.
Financials Review
We review the financials to confirm general alignment and qualification such as GAAP-compliance, proper formatting & up-to-date financial package.
Background Checks
Before submitting, we conduct background checks on the companies and the management to identify potential litigation or fraud risks before submitting.
Confirm Intent
Finally, we confirm intent - we work to ensure we're not submitting tire-kicking companies to lenders. If a deal is submitted, they have confirmed intent.
Ready to Access FLEx?
Speak with Our Team Deal Marketplace