
ABOUT

CAPLINX is an open-architecture Loan Advisory and Placement platform that facilitates the matching of qualified borrowers with best-in-class lenders who provide customized loan products and services.
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 the 9 loan categories listed above. Over the last decade, the team has sourced over $2 billion in loans. 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. Our flexible team structure allows us to draw from a wide pool of professionals to deliver best-in-class solutions to clients.
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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 125 banks and other 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.
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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.
TESTIMONIALS
TEAM

ADVISORS AND BOARD
With team members in New York, Florida, California and Europe,
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