Business Partnerships
Overlap Capital serves as a capital-readiness advisory firm. We assess funding needs, strengthen business positioning, and strategically refer clients to vetted lending and investment partners based on structure, use of funds, risk profile, and growth trajectory.
We maintain referral agreements with the following institutions and specialty finance groups. These relationships allow us to match our clients with appropriate capital solutions while maintaining advisory independence.
Strategic Lending & Capital Partners
Bluevine
Small Business Banking
United Capital Source
Products: MCA, Line of Credit, Term Loan, SBA 7a, SBA Commercial Real Estate, ERC Reimbursement, Equipment Loan
CV3 Financial Services
Products: Fix & Flip, DSCR, Ground-Up Construction Loan
Kiavi
Products: Bridge Loans, DSCR
Rok Capital
Products: Line of Credit, Term Loan, Working Capital Loan, SBA Loan, Equipment Loan, Commercial Real Estate, Accounts Receivable Financing, Residential Investment Property Financing, Inventory Financing, Purchase Order Financing, Asset-Based Loans
Advance Funds Network
Products: Short-Term Financing, Term Loan, Line of Credit, Consolidation
Fora Financial
Products: Small Business Loan, Term Loan, Line of Credit, SBA, Revenue Advance
Lexington Capital Holdings
Products: Line of Credit, Term Loan, Working Capital Loan, SBA Loan, Equipment Loan, Commercial Real Estate, Accounts Receivable Financing, Residential Investment Property Financing, Inventory Financing, Purchase Order Financing, Asset-Based Loans
ARF Financial
Products: Revolving Line of Credit, Interest-Only LOC, Flex Pay Loan, Working Capital Loan, Bridge Loan
Newity
Products: SBA, Growth Term Loan
National Business Capital
Products: Business Line of Credit, Term Loan, SBA Loan, Equipment Loan, Business Advance, Subordinate Debt, Inventory Line of Credit, Asset-Based Lending, Accounts Receivable LOC
FundKite
Products: Lawyer Funding, Factoring
Sandbar Fund
Products: SBA 504, SBA 7a (secured and unsecured), Unsecured Term Loans, 36-Month Industry LOC, Revolving LOC, Interest-Only LOC, Bank/Hedge Fund LOC & Term Loans, Asset-Backed Loans, 0% Credit Stacking, Fixed-Rate Bank Term Loans, Cash-Out Refinancing, Portfolio Financing, Acquisition & Project Financing, Warehouse LOC, Revenue-Based Financing, HELOC, Hard Money Bridge Loans, Rental Investment Loans, Commercial Property Loans, Ground-Up Construction Loans
Lexington Capital Holdings
Products: Business Term Loan, Equipment Financing, Line of Credit, SBA Loan, Bank Line of Credit, Working Capital Loan, Start-Up Financing, Co-Signer Creditline, 0% Interest Business Credit Card
Gold Coast Capital Group
Products: Fix & Flip, Bridge Loans, DSCR, Ground Up Construction
Proprietary Capital Solution Approaches
We also structure and manage private capital offerings and alternative financing solutions, including:
- Regulation D 506(b) Offerings
- Regulation D 506(c) Offerings
- Regulation Crowdfunding (Reg CF)
- Seed & Pre-Seed Equity Investment
Important Disclosure
Overlap Capital does not directly lend capital (except in proprietary investment offerings). We operate as an advisory and capital-structuring firm and may receive referral compensation from lending partners. All funding approvals are subject to third-party underwriting criteria.