Bank & Investment Ready

HPP offers a range of services that prepare businesses to successfully interact with the banking and investment community.

KPIs

  • ZOver 2,000 successful bank and investment transactions
  • Z20+ years of experience
  • ZChampions of underwriting and due diligence
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Access to capital is key to successfully growing revenue and profits. In the case of mid-sized and smaller businesses dealing with banks and investors can be a time-consuming and frustrating experience oftentimes leading to an unsatisfactory result.

  • RBankers and investors speak a language wholly misunderstood by today’s business owners and entrepreneurs.
  • RBankers and investors struggle to communicate clearly and concisely how businesses must present themselves in any given lending or investing situation.

HPP Capital Services was formed with these challenges in mind. HPP offers a range of services that prepare businesses to successfully interact with the banking and investment community. In short, HPP Capital Services helps businesses become either bank-ready and/or investor ready.

Through extensive analysis of your business’s financial data, HPP authors a business plan to present your financial information in the most complete and accurate way.

COMPELLING NARRATIVE

A proper business plan provides a compelling narrative with numbers that act as evidence for success. Explaining the overall business and business strategy in a clear, concise and understandable way.

HISTORIC & PRO-FORMA FINANCIAL MODELING

Showing how borrowing money/obtaining the desired bank loan will add both gross and net revenue to your business. Proving how the loan will be paid back based on the projected capital infusion’s impact on cash flow. Bringing together in one model past and future financial considerations paints a complete picture.

UNDERWRITING & DUE DILIGENCE

Businesses, in today’s complex and fast-paced world, are expected to present themselves in a way that clearly illustrates their strengths and need for capital and how that capital will be repaid to the bank to mitigate risk. Given the pressures on time and resources that bankers deal with, it is incumbent on business owners to make it easy for banks to quickly understand and assess the bankability of any business.