
PRIVATE BANK LOANS
ADVISORY AND PLACEMENT AGENCY
Your Trusted Advisor.
We provide luxury finance and commercial loan solutions to small/medium enterprises and their rising centimillionaire owners (SMERCs). As an open-architecture loan placement platform, we match qualified borrowers with over 300 bank and non-bank lenders across twenty distinct product lines. In an environment where large banks have adopted one-size-fits-all solutions, our rigorous outreach programs and extensive network allow us to obtain a broader array of solutions than any of our competitors.
In addition, we seamlessly integrate strategic advisory services for our clients who often have complex circumstances spanning across their personal assets, investments and businesses. For every engagement, our process includes a comprehensive financial review to ensure that both standardized and bespoke lending solutions align with our clients' broader wealth planning objectives.
Luxury Commercial Finance
Strategic Advisory for SMERCs
* CAPLINX does not offer consumer loans and shall refer clients to consumer loan providers as appropriate.
KEY PARAMETERS

WHO WE SERVE?
SMERCs
Despite being a critical part of our economy, SMEs and rising centimillionaires (SMERCs), often operate with limited resources and internal expertise. Our advisors offer an external informed perspective to help navigate complexities, identify blind spots, and make informed decisions they might struggle to address internally. We offer a specialized consulting service providing expert, objective guidance to help these businesses develop and implement effective, long-term strategies for growth, efficiency, and financial sustainability.
WHY CAPLINX?
Process.
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Comprehensive Financial Review: Lenders consider all aspects of a client's finances, including liquid and illiquid assets, non-traditional income sources, business equity, and liabilities. This allows for a deeper understanding of the borrower's capacity to repay and overall financial health.
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Customized Solutions: Instead of offering standardized loan products, the terms, structure, and collateral are tailored to meet the client's unique circumstances and objectives.
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Diverse Funding Options: Providers may offer access to a broad network of lenders and innovative loan programs beyond conventional bank loans, such as portfolio loans, alternative lending platforms, and specialty financing.
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Integrated Wealth Planning: The borrowing strategy is considered within the context of the client's overall wealth plan, ensuring that the loan helps them achieve larger, long-term financial goals without disrupting their investment portfolio or other financial strategies
People. Our Private Credit Advisor (PCA) team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing, and technology.
Network. Our financier network is comprised of more than 300 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. In addition, our network of CPA's, lawyers, consultants, brokers, have been developed over a 30-year period and are all representative of best-in-class providers in their sector.
* CAPLINX does not offer consumer loans and shall refer clients to consumer loan providers as appropriate.
TESTIMONIALS
Chairman, Forbes 400 Family Office, Miami
We have engaged members of the CAPLINX team as advisors in numerous financings over the last decade and they have excellent access to top lenders at banks, and they are great negotiators.
CEO, Forbes 400 Family Office, Palo Alto
The CAPLINX team's experience extends beyond Private Bank lending. The team also played a role in the formulating of FX and Interest Rate hedging strategies to reduce risk in our liability portfolio.
Chairman, $30 billion Market Cap Company
We've worked with numerous bankers in the past, but we continue to engage CAPLINX as our trusted advisor. Heightened responsiveness, deep and broad industry contacts and the ability to quickly formulate solutions are all hallmarks of our dealings with CAPLINX.
PROVEN RESULTS
SPEED
Our technology and access to lenders
allows you to leverage our relationships
CERTAINTY
Access to the widest set of solutions
increases successful outcomes
SATISFACTION
Our experienced team is available
24/7 to assist you
TEAM

ADVISORS AND BOARD
With team members in New York, Florida and California,
we are available 24/7 to answer your questions
APPLY

Request For Proposal ("RFP")
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Neither CapLinx, LLC nor its affiliates is in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.












