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- Company name and description
- Funding Facilitators with a track record of success in business.
We earn SUCCESS FEES - not up-front fees. We only make money if our clients obtain the funding they are seeking.
We provide services to a few clients at any time. We do not troll for leads and them shovel them to our partners - instead we focus on providing a select few pre-qualified projects to our funding sources - projects that have a better than average chance of success. We act as a clearing house for very intelligent investments on behalf of our funding partners, and a great source of qualified leads to the projects that are accepted for representation.
We look at each project independently. Some are appropriate for funding sources that are available, others are not. It's a judgment call, and we reserve the right to make that call on all ventures.
any projects are not appropriate, or need to be approached in a different way. We work with our partners to come up with suggestions for improvements in the plans, as well as alternatives that you should consider.
Most of our rewards come from success fees. When arranging commercial loans we are rewarded with a small percent of the loaned amount. This is arranged in advance with full disclosure. The fees charged are similar to the closing costs found in most commercial loans. Regardless of the company or individual history involved with the business, there is no absolute insurance of success. Therefore, we must also charge a small application/retainer fee.
In the case of assisting clients with equity investments we also receive our primary compensation based upon success. All terms will be spelled out specifically in the contract. We also charge a monthly retainer fee for most equity work.
To begin the process, take a look through the pages presented here, and let us know if any of the specific programs described appear appropriate for funding of your projects. We promise to respond within two to three business days (depending upon travel schedule).
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Jeffrey B. Freis Associates, Inc is a private investment bank with an active real estate finance division.
Jeffrey B. Freis, President