Insights
Perspectives on specialty finance, asset-based capital and compliance in the evolving credit markets.
6 articles shown
Institutional Readiness
Preparing for Institutional Financing: What Lenders Need to Evaluate a Business
What institutional lenders review before committing to a facility, what financial and portfolio information to have ready, and the gaps that most often slow a financing process down.
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Financial Modeling
Financial Modeling for Capital Planning: Understanding How Much Financing a Business Actually Needs
How a monthly liquidity forecast, working capital timing and borrowing base modeling show how much financing a business needs, with a worked hypothetical example.
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Specialty Finance
How Specialty Finance Warehouse Facilities Work
How warehouse lines fund originators: eligibility criteria, advance rates, borrowing bases, concentration limits, triggers, cash controls, reporting and what to prepare before approaching lenders.
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Healthcare
Financing Medicare Receivables: Key Considerations for Lenders and Borrowers
How providers borrow against Medicare receivables: anti-assignment rules, aging, valuation, eligibility, recoupments, cash controls, reporting and borrowing base treatment.
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Risk & Compliance
HIPAA Considerations for Healthcare Lenders and Specialty Finance Providers
Where protected health information enters healthcare financings, from data tapes and diligence to servicing, monitoring and vendors, and the controls lenders commonly consider.
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Asset Based Finance
Understanding Borrowing Bases in Asset Backed Financing
The borrowing base formula explained: eligible receivables, advance rates, concentration limits, reserves, dilution and certificates, with a worked calculation.
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