Capital Markets Advisory
Your outsourced Director of Capital Markets
For business owners raising $1M or more, Farfalla Financial takes your deal from raw financials to funded — handling underwriting, packaging, lender and investor outreach, and negotiation on your behalf across both debt and equity.
What we do
End-to-end capital markets execution
Bankability Assessment
We analyze your financials, DSCR, collateral, and business profile to produce a written assessment of your fundability — with a clear action plan to close any gaps before you go to market.
Starting at $1,500
Deal Packaging
We build your complete lender or investor package — executive summary, financial narrative, projections, and supporting documentation — in the format capital providers actually want to see.
Included in full engagement
Debt & Equity Placement
We take your packaged deal to our network of 220+ capital providers — banks, credit unions, SBA lenders, private credit funds, family offices, and equity partners — and negotiate terms on your behalf.
Success-fee based at closing
How it works
From assessment to funded in 60–90 days
Bankability Assessment
We review your financials and score your deal. You get a written report with a clear path forward.
Deal Packaging
We build your complete capital package — the documents, narrative, and financial models lenders and investors require.
Capital Outreach
We take your deal to the right debt and equity providers in the right order — no shotgun approach, no wasted declines.
Term Sheet & Close
We negotiate terms, manage due diligence, and stay with you through closing.
Market intelligence
Rates, capital markets news & what it means for your deal
Equity data via Yahoo Finance. Interest rates via Federal Reserve H.15 release. Updated every 15 minutes. Not investment advice.
Ready to raise capital?
Start with a Bankability Assessment. We'll tell you exactly where your deal stands and what it will take to get funded.