Cap­ital Formation

We Help Busi­nesses Raise The Money They Need To Operate.

We Do This In One of Sev­eral Ways:

(For a bro­chure that describes our cap­ital form­a­tion ser­vices, click here)

1. Loan Ori­gin­a­tion:

Ver­tical Optim­iz­a­tion, LLC is a loan ori­gin­ator for the Over­seas Private Invest­ment Cor­por­a­tion (OPIC). OPIC is an agency of the United States Gov­ern­ment. It helps U.S. busi­nesses invest over­seas, fosters eco­nomic devel­op­ment in new and emer­ging mar­kets, and com­ple­ments the private sec­tor in man­aging risks asso­ci­ated with for­eign dir­ect invest­ment.

OPIC sup­ports small busi­nesses through a hand­ful of vet­ted and des­ig­nated ser­vice pro­viders known col­lect­ively as the Enter­prise Devel­op­ment Net­work (EDN). There are two kinds of EDN members?Network Investors (who provide invest­ment cap­ital to qual­i­fy­ing busi­nesses) and Ori­gin­at­ors (who engage, develop & assist busi­nesses to access these fin­an­cial ser­vices).

Busi­nesses can access these fin­an­cial ser­vices through EDN Ori­gin­at­ors. Ver­tical Optim­iz­a­tion, LLC is an EDN Ori­gin­ator for fin­an­cing. We can assist qual­i­fied US entit­ies to access loans (ran­ging from $100,000 to $250Million) from OPIC.



2. Polit­ical Risk Insur­ance (PRI) Origination:

Ver­tical Optim­iz­a­tion, LLC is also an ori­gin­ator for Polit­ical Risk Insur­ance for OPIC. We can assist qual­i­fied US entit­ies to access polit­ical risk insur­ance cov­er­age (ran­ging from $100,000 to $250Million) from OPIC to cover a vari­ety of risks asso­ci­ated with over­seas invest­ments.

We provide busi­nesses the assist­ance they need to struc­ture the risk port­fo­lio and applic­a­tion for sub­mis­sion to OPIC. We also con­duct the requis­ite due dili­gence and dis­cov­ery to enhance the pro­spects of an applic­a­tion. In addi­tion to a ser­vice offer­ing tar­geted to small busi­nesses, OPIC PRI cov­ers a vari­ety of sec­tors and activ­it­ies includ­ing over­seas con­tract­ors and export­ers, oil and gas, leas­ing, nat­ural resources, cap­ital mar­kets, insti­tu­tional loans and cap­ital mar­kets, amongst oth­ers.

PRI can, in some cases, increase the attract­ive­ness of an invest­ment oppor­tun­ity to a lender or investor. More import­antly, it pro­tects the under­ly­ing risk assets against viol­a­tions of inter­na­tional law in a for­eign coun­try, If you are con­sid­er­ing invest­ing abroad or are a for­eign entity look­ing to part­ner with a US firm (or investor), polit­ical risk insur­ance may be crit­ical in reas­sur­ing coun­ter­parties in the trans­ac­tion and enabling access to fin­ance. Give us a call to dis­cuss your project.

3. Busi­ness Devel­op­ment Assist­ance:

Ver­tical Optim­iz­a­tion provides busi­nesses access to a vari­ety of busi­ness devel­op­ment instru­ments includ­ing loan guar­an­tees, export credit insur­ance products, grants and other tech­nical assist­ance ser­vices. You may review the instru­ments described above under the ‘Cap­ital Form­a­tion’ tab or send us an email: This email address is being pro­tec­ted from spam­bots. You need JavaS­cript enabled to view it. .



4. Dir­ect Lending/​Private Cli­ents:

These are cli­ents that need to raise money (or secure a pro­ject) from an external source such as a bank, ven­ture cap­ital group, small busi­ness devel­op­ment agency, friends or fam­ily. The required doc­u­ments could be busi­ness plans, pro­pos­als, feas­ib­il­ity stud­ies, place­ment pro­spect­uses, or sim­ilar doc­u­ments.

The busi­ness plan helps the small busi­ness owner cla­rify where they are, where they are going, and how they pro­pose to get there. It gives the pro­spect­ive investor a true rep­res­ent­a­tion of the state (and pro­spects) of the busi­ness. We shall work on your strategy and the busi­ness plan to cla­rify the path for­ward.

In many instances, we assist our cli­ents by intro­du­cing them to lenders and under­writers, at no addi­tional cost. We assist com­pan­ies in the US as well as inter­na­tion­ally. Our trade devel­op­ment program, Export Path, has a num­ber of fin­an­cial part­ners in sev­eral coun­tries around the world, to whom we routinely refer cli­ents for dir­ect lending. Direct lend­ing cli­ents are wel­come to access these ser­vices and lever­age these rela­tion­ships as long as we are sat­is­fied (by way of the enter­prise devel­op­ment pro­cess) that the pro­ject is viable and bank­able.

5. Private Sources & Private Place­ment:

Most entre­pren­eurs have more good­will than they real­ize. Often times, friends, fam­ily, rel­at­ives, and the lar­ger com­munity would be will­ing to invest in an oppor­tun­ity if they are provided good, clear, trans­par­ent inform­a­tion about the risks and rewards asso­ci­ated with the invest­ment. We provide the sup­port for private placements. In cer­tain instances, a few wealthy indi­vidu­als may invest in an oppor­tun­ity. In oth­ers, it may be a lar­ger num­ber of small investors with com­mon ties that come together to drive a pro­ject. Either way, we assist you in accom­plish­ing the back­ground work needed to attract the funds you need to oper­ate — and thrive!

6. Dir­ect Invest­ment:

Our firm invests in other com­pan­ies. We do so in instances where there is a stra­tegic fit with our port­fo­lio AND we can clearly add value. In cer­tain instances, we assist com­pan­ies with private place­ments — identi­fy­ing and enga­ging will­ing investors to invest in the com­pany.

To accom­plish this, the busi­ness MUST go through the valu­ation pro­cess for ‘private cli­ents’ (above) before any con­sid­er­a­tion of invest­ment. Our invest­ments are typ­ic­ally equity pos­i­tions, and we bring our busi­ness expert­ise — and con­tacts — to assist in grow­ing the oper­a­tion.

7. Social Capital-​Backed Lend­ing (Microfin­ance):

Many bank­able busi­nesses can­not raise the rel­at­ively small amounts of money they need to grow​.To assist these busi­nesses, we have cre­ated a plat­form that lever­ages the (social and fin­an­cial cap­ital) of a global small busi­ness com­munity to raise money via a microfin­ance mech­an­ism. Ver­tical Optim­iz­a­tion has a com­munity plat­form which enables eli­gible mem­bers to present their busi­ness plans to other mem­bers of the busi­ness com­munity to raise cap­ital. This is a power­ful microfin­ance mech­an­ism that can attract funds very quickly.

Click on the links above to learn more about these and other ser­vices. You may also give us a call at + 1 202 370 6165.

We Can Help You!

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