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How CAPX helps PE firms close deals faster

By Rocky Gor

The biggest value leak in PE right now is debt speed. Most firms rely on too small a lender network fueled by a manual outreach process that drains capacity and causes completely avoidable delays. At CAPX, we’re consistently seeing teams spend 40% of their execution bandwidth just calling lenders and repeating the same story, often stretching debt fundraising by multiple weeks. 

At CAPX, we’ve spoken with more than a few firms struggling to close deals. Though markets are showing signs of improvement, it remains critical to make the most of the deals that come your way. 

That means not wasting time trying to secure funding, which is precisely where CAPX comes into play. 

Finding the best lending options available takes significant effort

There are so many lenders out there, and you likely already have working relationships with a few. 

However, relying on just a handful of lenders can rob you of better options available in today’s markets. Branching outside of your regular contacts can be the key to receiving more capital, and with more capital comes the potential to change your purchase price and give you the competitive edge you need to complete a deal that you may have otherwise lost.

The problem is that venturing outside your normal lending connections comes with its own challenges. As anyone in the PE sector knows, timing is everything. And having to pull attention away from deal-making and reallocate it towards debt fundraising can significantly reduce your team members’ capacity, making it far more difficult for your team to focus on the target you are trying to buy.

CAPX provides you with the systems you need to reduce your manual efforts to obtain a lender and imbue your entire deal-making workflow with true process efficiency. 

How CAPX plugs in as the efficiency play for Private Equity firms looking to fundraise 

Finding deals you want to pursue is enough of a task as is. 

The CAPX platform helps you regain focus on your ideal acquisitions by helping you reach out to lenders at scale, enabling not just greater process efficiency but also the opportunity to gain more capital than you may have received from your immediate contacts.

What CAPX brings to the table is a simple, streamlined method for reaching out to both the lenders you know well and the ones you have less familiarity with. Where this process could take multiple days or even weeks when performed manually, CAPX can introduce a much higher level of efficiency that scales quickly and frees up your team’s capacity to focus on the target you aim to acquire.

Combining technological efficiency with human expertise

Comprised of a team of experts each with more than 25 years of experience, we extend our knowledge in the fields of capital markets, engineering, machine learning, and data science to optimize your deal-closing and debt fundraising efficiency.

On top of our many connections to global and local lenders, we maintain a consistent understanding of current debt markets using cutting-edge computational capabilities. Our platform gives you the power to instantly discover multiple matching lenders both within and beyond your network that can quickly provide you with between $10MM to upwards of $500MM in capital. 

We know corporate finance markets on a granular level. For PE firms that don’t have the time, resources, or personnel to run these processes themselves, CAPX steps in to execute strategic lender matching and debt fundraising on your behalf. 

Use CAPX yourself, or let our CAPX Assist experts take the wheel

PE firms that need extra process efficiency can use CAPX themselves to find their ideal lenders, all within four simple steps:

  1. Initiate a transaction by entering your financial and transaction information to see how many capital providers match your needs.
  2. Review your list of lenders via a detailed summary of interested parties and select the capital providers that attract your attention the most.
  3. Receive summary term sheets from each of these providers, most within 72 hours, and pick the deal that best suits your current capital needs.
  4. Connect with your lender and track your progress from the CAPX dashboard as you execute your deal. 

What if you need more help than just a digital platform to find lenders?

CAPX has you covered on this front as well. Our CAPX Assist solution provides you with an expert hand for executing the transaction. You can engage directly with our team and leverage our decades of experience to structure the right deal and choose the lenders most suited to your firm and acquisition goals. We negotiate on your behalf to get you the best terms as quickly as possible. 

With CAPX, you have the freedom of choice:

If you have the time and resources to use our platform yourself, go for it. 

But if you need expert help in finding the right lender and negotiating terms, or if you simply want to save time and effort so your team can focus solely on closing a deal, engage with us directly through CAPX Assist and let us do everything for you. 

It’s time to expand your reach

The CAPX platform removes unnecessary time and resource constraints from the debt fundraising process, helping you connect instantly to viable lenders while maintaining total control over the information you share. We know how critical efficiency is when closing a deal, and our solutions provide you with the advanced tools and human expertise you need to gain capital quickly. 

Get started today, and let CAPX connect you with the right lender.

FIND THE
RIGHT CAPITAL

How much capital can you get? Under what type of structures? From which lenders?

Should you approach banks or non-bank lenders? Are you getting the best terms?

CAPX is designed to answer all these questions and get you the capital you need, quickly and efficiently.

Our technology multiplies your efforts  and resources for a better outcome. 

Let us show you how.

FIND THE
RIGHT CAPITAL

How much capital can you get? Under what type of structures? From which lenders?

Should you approach banks or non-bank lenders? Are you getting the best terms?

CAPX is designed to answer all these questions and get you the capital you need, quickly and efficiently.

Our technology multiplies your efforts  and resources for a better outcome. 

Let us show you how.

HOW CAN WE HELP?

CAPX, LLC

+1.310.299.9787
info@capx.io

ORIGINATE NATIONWIDE

Leverage your existing originations infrastructure to find viable corporate, PE and independent sponsor deals through CAPX, at no additional cost.
  •  
  • Discuss our track record and go to market strategy.

At your option, see a demo of CAPX.
  •  
Schedule a call to learn more.

KNOW THE MARKET FOR YOUR CREDIT

Learn about the current debt market trends, transaction activity and potential opportunities for your company.
 
Get our views on the most efficient ways to obtain the capital you need.
 
Understand how CAPX can help you find capital at a national scale, and at your option, see a demo of CAPX.
 
Pick a date to schedule a call with us.

SEE CAPX IN ACTION

See how easily you can create an optimal debt structure, find your debt capacity and obtain term sheets on CAPX.
  •  
  • Learn about the current debt market trends and transaction activity. 
  •  
  • Get our views on the most efficient ways to address your capital needs.
 
Please select a day to schedule a demo.