Home
Support
Scaling
Alternative financing to help you keep up with demand.
Acquisition
Financing for teams and operators buying businesses.
Turnaround
Debt refinancing for companies under lender pressure.
Services
About Us
Resources
Case Studies
Entrepreneurs we’ve successfully helped finance.
Research
Research reports and analysis on Canadian markets.
Frequently Asked Questions
Answers to the most common corporate debt questions.
Downloads
Free resources, guides, and educational content.
Contact Us
Post-Financing Consulting
Lender Reporting
Quarterly compliance packages and strategic oversight.
Create quarterly lender packages with compliance certificates, covenant analysis, and refinancing guidance.
Lender Reporting
What you should expect.
Sustained lender confidence through institutional-quality reporting.
Proactive identification of covenant health and potential corrective measures.
Key performance indicators to begin refinancing conversations.
What we deliver.
Quarterly compliance certificates with detailed covenant calculations.
Board presentations tracking covenant trajectory and forward coverage.
Refinancing readiness assessments tied to market conditions and credit performance.
Scope of services.
This engagement includes covenant monitoring and quarterly deliverables, but not accounting, financial statements, or fractional CFO services.
Next Steps
Want a professional to take over lender reporting?
Connect with us to review reporting solutions, pricing, and plans for your business.
Book a Call
