CAPLINX 

We are an open-architecture Loan Placement and Liqudity Advisory platform that facilitates the matching of qualified borrowers with best-in-class bank and non-bank lenders. 

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LOAN PLACEMENT

Qualified borrowers are typically HNW individuals and family office clients with a tangible net worth in excess of $25 million who are seeking financing in one of our named 9 loan categories listed below. Since incdption, the team has placed more than $2 billion in loans.

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LIQUIDITY ADVISORY 

Over the last 24 months we have been called to action by clients and advisors alike to solve the problem of rapidly rising margin loan balances and an increase in ownerhip of illiquid alternative investments such as hedge funds, private equity funds and late-stage private companies. As a result of the slowdown in traditional exit paths, and the resulting imbalance in client pacing models, we have seen an uptick in calls to restructure client liability portfolios.    

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The CAPLINX Advantage emanates from the following key elements of our ecosystem:  

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• PEOPLE  Our Private Client Advisor (PCA) team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing, and technology. 

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• TECHNOLOGY  Our technology platform which spans the front office, middle office and the placement desk, enables us to deliver best-in-class, client-centric solutions to our end users on a timely basis. 

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• NETWORKS  Our financier network is comprised of more than 500 bank and non-bank capital providers from which we select the best solutions for each of our clients based on a number of factors including collateral type, deal size, financial strength, geography and risk-reward profile of each borrower.​