The file
Purpose, profile, timetable, and the documents set in an order an underwriting desk can actually read.
Capital Advisory
A file prepared, then introduced where it fits.
Capital advisory here is the preparation of a matter so a partner can read it, and an introduction only where that file meets the partner’s guidelines. The decision sits with the partner.
The introduction
Where the matter fits, it may be presented to a third-party lender or capital partner.
The decision
Approval, pricing, and terms rest solely with that partner. No facility is guaranteed.