Overlap Capital Solutions

Leveraging 30-plus years of financial structuring expertise and a network of more than 250 lender relationships, our Capital Solutions business helps frontier tech companies access non-dilutive funding (primarily debt).

Here's how it works:

1. INITIAL CALL. To understand your company profile and financing needs

2. ENGAGEMENT LETTER. We revert with a simple, 2-page agreement

– Fee is 1.5% of capital raised, due only upon a successful transaction
– Outreach is limited to a mutually agreed-upon list of investors
– We do NOT ask for exclusivity

3. INVESTOR DISCUSSION. Once signed, we schedule a follow-up call to collectively decide whom from our highly curated list of investors you should connect with

4. MATERIALS REVIEW. We review your proposed investor materials and discuss any additional information that may be needed or helpful

5. WARM INTRODUCTIONS AND FOLLOW-THROUGH. We connect you to the agreed-upon investors and remain involved to provide additional guidance throughout the diligence and negotiation process

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Overlap and BA Securities, LLC are separate, unaffiliated entities.