Proximo Capital | Services

Capital Advisory for Executing Successful Transactions

At Proximo Capital, our approach to raising debt or equity capital follows a proven formula for success. We start by understanding the unique situation of each potential client, and map out specific steps to a successful outcome. Working with you, our team will craft the right materials and outreach strategy to tap into our network of capital sources in order to bring the right solutions and partners to the table.

Areas of Focus

CORPORATE DEBT & EQUITY

We raise capital through senior debt, subordinated debt, or equity for businesses seeking venture capital, growth funding, working capital, refinancing of balance sheet assets, equipment financing, bridge capital, or portfolio-level financing. We also assist with specialty lending structures and complex capital needs.

M&A FINANCE

We support clients navigating mergers, acquisitions, or exit strategies by raising the capital required to acquire another business, merge with a strategic partner, or fund a management buyout. Our team helps design financing solutions that align with the strategic goals of the transaction, whether through debt, equity, or a combination of both.

LENDER FINANCE

We raise capital for non-bank and specialty lenders across a broad spectrum of B2B and B2C lending verticals. This includes small business lenders, merchant cash advance providers, healthcare and litigation finance firms, auto finance companies, invoice factoring groups, and equipment finance platforms. Our support includes structuring credit facilities, asset-backed loans, and capital to scale lending operations.

REAL ESTATE CAPITAL SOLUTIONS

We help clients secure capital for the acquisition, development, or redevelopment of residential and commercial real estate, both domestically and internationally. We support a wide range of asset types including mixed-use developments, multi-family housing, distressed assets, fix-and-flips, industrial properties, retail, office, healthcare facilities, manufactured housing, hospitality, and self-storage projects.

Additional Services for Supporting Transactions

Capital Advisory

We help guide optimal fundraising strategies by analyzing:

Existing equity, dilution risk & shareholder structure
Creditworthiness, cash flows & ability to service debt
Company valuation & optimal debt/equity ratio

We assist in sourcing equity capital, including:

Preferred equity
Common stock
Convertible instruments

We also source debt instruments, such as:

Term loans & credit lines
Credit facilities & mezzanine debt
Subordinated debt & asset-backed loans
Unitranche financing

Transaction & Deal Execution Support

Preparation of marketing & transaction materials
Due diligence support & coordination
Investor outreach & deal negotiation
Connecting with our network, including private credit funds, institutional investors & family offices

Identifying & approaching suitable investors such as VC firms, private equity funds & strategic partners
Facilitating negotiations of key investment terms
Deal closing support

8-STEP PROCESS

The Proximo Process

1

DISCOVERY & INTAKE

We begin with an introductory session to understand your business, capital goals, and timeline expectations. This includes setting confidentiality protocols and outlining our working relationship.

2

INITIAL ASSESSMENT

Once under NDA, we review your financial and strategic materials to conduct a pre-market evaluation. This helps us shape an initial view of your opportunity and confirm alignment before formal engagement.

3

ENGAGEMENT & STRATEGY DISCUSSION

We present preliminary insights and proposed strategies, answer your questions, and confirm the terms of engagement. This step sets the foundation for a productive collaboration.

4

MARKET PREPARATION

Together, we prepare your materials for outreach—refining your narrative, drafting a summary memo, and identifying aligned capital sources within our network.

5

GO TO MARKET EXECUTION

We launch targeted outreach, share your opportunity with curated investors or lenders, and manage early discussions. You receive regular updates and insights based on real-time market feedback.

6

IN-MARKET MANAGEMENT

We coordinate interest calls, schedule investor meetings, and prepare you for key conversations. Our team tracks engagement and manages follow-ups, ensuring you stay positioned with interested parties.

7

TERM SHEET COORDINATION

As term sheets arrive, we help evaluate and compare options. We support negotiations and revisions to help secure favorable terms that align with your goals.

8

AGREEMENT AND FUNDING

Once a lead party is selected, we guide you through due diligence and final documentation. We help coordinate funding logistics and remain available post-close to support capital deployment and future planning.

Frequently Asked Questions

What types of businesses does Proximo Capital work with?

We work with small to medium-sized businesses across all industries, with
particular focus on companies with less than $50million in revenue. In some cases, we
can work with pre-revenue and early-stage growth opportunities to secure investment
Capital.

Can Proximo Capital help with international businesses?

Yes, we can assist businesses based outside the U.S. We have experience in
providing capital solutions to non-U.S.-based companies and can tailor our strategies to
meet the unique challenges of international businesses.

What are the typical terms for loans and funding options?

Terms depend on several factors including the type of financing, the amount
needed, and the specifics of your business. During our initial review, we can discuss
market conditions and typical terms you can expect to see for your situation and the
capital we are raising.

What is the difference between Proximo and a traditional investment bank?

Proximo Capital provides growth capital advisory and transaction support without acting as a broker-dealer or executing trades. We focus on helping businesses prepare, position, and secure financing aligned to their goals.

Is there a minimum revenue or transaction size to work with Proximo?

Our focus is typically on businesses with under $50MM in revenue, but we evaluate each opportunity based on its strategic fit and stage.

How do I know what type of funding is best for my business?

At Proximo Capital, we help you assess your specific needs—whether you’re
looking for growth capital, acquisition financing, or debt restructuring. Our expert team will work closely with you to understand your business goals and financial situation,
helping you source capital that is optimal for your situation and plans.

How long does it take to secure funding through Proximo Capital?

The timeline varies depending on the complexity of your needs and the type of
capital you're seeking. As a general rule, raising equity takes longer than raising debt,
and larger transactions require more due diligence and verification which adds to
the timeline. Our goal is to set a realistic timeline with you and help you understand
what you need to do in order to move the process as quickly as possible.

What does Proximo mean by “end-to-end” transaction support?

From early financial preparation to closing and investor negotiations, we manage each step of the capital raise to reduce complexity and support client success.

Does Proximo invest its own capital?

No. We are an advisory firm, not a direct investor. Our role is to help clients connect with aligned capital sources through our curated network.

What documents or information do I need to get started?

We typically need financials, a business overview, use-of-funds breakdown, and high-level growth plans to begin the packaging and outreach process.

Why Choose Proximo Capital?

Proximo Capital combines deep expertise in capital markets with a tailored approach for smaller enterprises. We focus on building relationships, both with our clients and capital sources, in order to make capital markets transactions efficient and effective. We emphasize our client’s success in everything we do.

ACCESS THE CAPITAL YOUR BUSINESS NEEDS

When you are ready to source capital for your company, whether for debt or equity capital, contact Proximo Capital. We will take the time to understand your situation, provide our perspective on the best path forward, and structure an approach that will work for you.

SCHEDULE A FREE CONSULTATION