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, OPICPRI 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:
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 + 12023706165.