General Guidelines

Echelon Ventures Consulting specializes in working directly with business principals across a myriad of industry sectors to craft a financial solutions package suitable for successful private investment, structured finance, short-term bridge loan, or other alternative capital raise to expand their business.

Workable Projects

Echelon Ventures Consulting works in a wide range of industries. Our main book of business is centered around structured finance strategies related to credit facilities and related insurance for ongoing concerns. Good candidate projects include:

• New Technology in Electronics, Dot Com, Bio-Tech and Transportation
• Manufacturing and Distribution Companies
• Residential, Multi-Family, and Commercial Real Estate Projects.
• Cannabis Operations
• Acquisition Ventures that have specific targets in the relevant industry.

Capacities

We generally target projects from $3M to $50M USD with domestic (US-based) leadership.

All projects submitted will be reviewed swiftly. If a project is found suitable for our programs, we will render a program engagement agreement normally within 24-48 hours of a completed review.

Insurance Strategies

Echelon Ventures network of boutique and institutional insurance specialists allows us to integrate sophisticated insurance strategies and case design into client’s projects. In many instances, the addition of these insurance wraps is the key to a project being workable and sustainable. This capability alone is what sets Echelon Ventures Consulting apart from commercial lenders and traditional banking environments.

Programs, Fees and Terms

Echelon Ventures Consulting programs are optimized for funding from private equity and institutional private banks. Retainers for advisory, insurance case design services and/or consulting may be required from the relevant service providers and some of these fees may be rebated upon closing.

We review and prepare a large number of projects and due to the high demands of time to review and create a proposal, we ask that all parties agree to swift response in requests for documents and communication. That being said, we are happy to answer your questions and look forward to your success!

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DISCLOSURE: ECHELON VENTURES IS NOT A LICENSED LENDER, SECURITIES FIRM OR INSURANCE COMPANY OR BROKERAGE, NOR IS IT DIRECTLY AFFILIATED WITH ANY SUCH LICENSED PERSONS OR INSTITUTIONS. ECHELON VENTURES IS A CONSULTING COMPANY – ALL CONCEPTS ARE FOR DISCUSSION AND INFORMATIONAL PURPOSES ONLY. NONE OF THE INFORMATION PROVIDED HEREIN IS INTENDED AS A DIRECT SOLICITATION FOR THE PURCHASE OF ANY LENDING, SECURITIES OR INSURANCE PRODUCTS OR SERVICES. ALL INFORMATION IS INTENDED FOR ACCREDITED OR SOPHISTICATED PERSONS OR ENTITIES IN ACCORDANCE WITH FEDERAL AND STATE REGULATIONS.