A private capital desk · Est. 2019
Bring the desk a deal, or bring it capital. We structure it, match it to the right capital from our own network, and put a vetted licensed professional on the transaction from term sheet through post-close — all on technology we built and host ourselves.
How the desk works
An acquisition, a partner buyout, a refinance, a project. We size it and tell you in plain terms what it can be financed as, and how fast.
The desk structures the capital and puts a licensed CPA, attorney, or transaction pro on the file — before, during, and after close — so the deal holds up.
Capital clears through our own network. Your file stays in the desk, so the next acquisition starts where the last one finished.
Capital deployed since 2019
We are not the smartest people in the room — we surround you with the people who are.
We build the floor. You build the legacy.
That is the whole idea. We do not need to be the expert on your deal — we need to put the right experts around it. A vetted, licensed bench of CPAs, attorneys, and transaction professionals lays the groundwork, so the ground holds when you build on it.
I started in 2019 as an independent wholesaler. The real change came when I understood how the numbers actually work — so I stopped chasing deals, started brokering them, and built the technology to run the whole thing. Proprietary. Owned. Ours.
Custom tech for every level of the work — accounting, legal, financing, insurance, and strategy — and a network arranged around one job: your result. Not a referral list. A bench we stand behind.
You came to build something that outlasts the deal. Our job is to make the foundation solid enough to carry it — then stay out of your way while you build your legacy.
Trae’Vorris CanadyFounder · Canady Investments
A sample of recent closings across the desk. Names withheld for discretion.
Whether you need capital, supply it, send deals, or execute them, there is one door for you.
Acquisition, buyout, refinance, or project capital, structured in-house and funded through the network, with a licensed pro on the transaction.
Capital request → ii. Referral partnersRefer a borrower and earn a documented split. Your client and your relationship stay yours, protected on our own systems, never exposed to a marketplace.
Refer a deal → iii. Advisory partners · licensed, 5+ yearsLicensed CPAs, attorneys, and transaction professionals with five or more years join a vetted, invite-only bench, run pre, during, and post-close work, and monetize their book on desk flow.
Apply to the bench → iv. Buyer registryCash buyers and acquirers get first look at off-market acquisitions and dispositions that fit their box. Tell us the box once.
Join the buyer registry → v. Capital registryLenders, family offices, and private capital receive a curated pipeline of structured, ready-to-review deals matched to their lending parameters.
Join the capital registry →Fifteen capital programs across real estate, business and acquisition, exit, and growth. Pick the one that fits and make a capital request.
The desk is only as good as the people who execute on it. Our advisory bench is invite-only: licensed CPAs, attorneys, and transaction professionals with five or more years, who run the work before, during, and after close. It is the reason a borrower trusts the desk, and the reason a deal holds up.
Apply to the bench →The desk runs on our own technology, self-hosted and proprietary. Your deal does not live in someone else’s software.
The deal room, the data, the document vault, and the lender directory run on servers we control. There is no third-party CRM holding your file.
We built our own deal room, deal-structuring workflow, and lender matching. The desk is the product, and we own the whole stack.
We do not sell, rent, or mine your file or your relationships. Owning the infrastructure is how we keep that promise instead of just making it.
The questions people actually ask before they bring us a deal. No spin — if the answer is no, we say no.
No — we are a capital desk, not a lender. We structure your deal and take it to the right capital from our own network of vetted lenders and partners; they fund it. Our job is to get you to the right terms, faster, and to stay on the transaction until it closes.
On the deal getting done. You see every term in writing before you sign anything — what we do, what it costs, and when. No one on our side is paid for activity instead of a close.
Acquisitions, buyouts, and the deals in between: real estate, buying or selling a business, partner buyouts, refinances, working capital, and growth — fifteen capital programs in all. We have placed deals from under $500K to north of $50M, with $600M+ deployed to date. If yours sits outside that, we will tell you.
Speed is the point. We measure ourselves on two numbers — how quickly we get you a term sheet and how often we close. Bring a complete file and you will have a straight read on how it can be financed, and how fast, in days rather than weeks.
Then we tell you — on the first call, not after months of runaround. There is no pitch and no obligation to start. If we are not the right desk for it, we will often point you to who is.
A vetted, licensed professional — a CPA, attorney, or transaction pro with five or more years — runs your deal from term sheet through post-close. It all lives on technology we build and host ourselves. We do not sell, rent, or mine your file or your relationships. Your data is not the product.
Still have a question? The fastest answer is a short conversation.
Capital Request →Capital request · a few quick questions
One question at a time. We’ll route you to the right desk and follow up fast.
Tell us what you need. We route it to the right desk and follow up fast — no pitch, no obligation.
Capital Request →