CAPX

The people managing lender conversations across your portfolio are the same people you need on the next acquisition. Amendments, covenant reviews, and waiver requests take time and expertise. They do not stop because a new deal is in diligence. CAPX Retained puts a dedicated team on every lender conversation across your portfolio — proactively and continuously — so your deal team stays on sourcing and value creation.

The more portfolio companies you own, the more lender processes run in parallel: covenant reviews, amendment requests, maturity extensions, and refinancing windows that open and close on the market's schedule. Your deal team is stretched across all of them. That is time not spent on sourcing, diligence, or the work that drives returns. CAPX Retained assigns a dedicated team to your portfolio. They run every capital markets process so your people do not have to.

Every capital markets event across a portfolio lands on the deal team that is also trying to source the next platform. Amendments need attention before they become waiver requests. Refinancing windows close. Acquisitions need debt locked in before the bid. The work is concurrent, and it does not wait. CAPX Retained is a dedicated capital markets function for your firm. One team covers every portfolio company, every facility, and every transaction — proactively and continuously.

When your financing needs to change, the lender has experienced credit professionals managing the process on its side. CAPX Assist puts people on yours who have spent their careers in underwriting, portfolio management, and capital markets. They understand what the lender is concerned about, what will resolve it, and when replacing the facility is the stronger outcome.

A portfolio company needs an amendment approved. Another needs acquisition financing. A third has a maturity the deal team has not reviewed in months. Each one requires a lender process, and each requires someone who knows the facility, the lender, and the portfolio around it. CAPX Retained puts a dedicated capital markets team on every one of those processes. The same team holds every facility your firm owns, so nothing falls through when the next deal arrives.

Most companies borrow from the lender they already know. That lender gives them the best terms it can. Different lenders offer different products. The relevant market may offer a structure your current lender cannot — or will not, and the structure affects how much you can raise as well as what you pay for it. A single offer cannot tell you whether you are getting the best of either. CAPX screens your deal against a network of 200+ capital providers and takes it to the lenders whose criteria it meets. Competing term sheets come back in days.