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Training Classes

Full Class
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Comprehensive Outline

This complete training consists of a two part series.

Part I is a 2 hour course giving a basic outline on the most prevelant non-traditional business financing programs.


Part II is a 4 hour course going in depth on more complex financing strategies.

Our online and in person classes are comprehensive, and practical real world lessons designed specifically for professionals that are finding solutions for clients, or finance professionals working directly with companies structuring comprehensive financing structures for their own project.

​Session I

  • Market Overview

  • How Technology is Driving Todays Lending Environment

  • Fintech

  • Peer to Peer Lending

  • Aggregators

  • Direct Lenders

  • Cash Advance

  • Crowd Funding

  • Non-Bank Financing

  • Is it Practical or Predatory?

  • CDFI’s

  • Asset Based Financing

  • Specialty Finance

  • SBIC/CDVCA Financing


Session II

  • New Forms of Financing

  • Project Based Financing

  • Foreign Direct Investment EB-5

  • New Market Tax Credits

  • Other Tax Credits Available

  • Commercial Real Estate Underwriting 101

  • Types lending platforms

  • Sources of Capital


           Case Studies & Combining Strategies

$21 Million Development Project


A Practical Framework to Using Multiple Financing

Sources and Structures in the Capital Stack

Training Session I Only

Training Session II Only

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