CapAdvise™ is Overlap Capital’s funding-readiness and product-matching front door. It helps a business owner provide the information that matters to underwriting and receive an on-screen indication of funding options the business may fit.
The experience is designed to be useful before a sales call. It considers details such as requested amount, use of funds, revenue, time in business, industry, ownership profile, and other product-specific requirements.
What happens after the intake
CapAdvise™ organizes the business information, compares it with available product requirements, and identifies possible funding families such as term loans, lines of credit, equipment financing, business credit cards, SBA-style products, real-estate financing, revenue advances, or equity-related paths.
Overlap Capital can then help evaluate which route makes sense based on cost, timing, documentation, risk, and the business’s actual objective.
Why the network matters
Overlap Capital works across a network of alternative lending sources and roughly 100 funding products. That depth makes the match more useful than forcing every business into one lender’s narrow shelf.
CapAdvise™ does not lend money. It helps build the route to the right source.
Practical takeaway: The output is an indication of possible options, not a financing offer or guarantee.