Our Approach
How Akiri prepares the data room and runs the lender search taht gets SMD debt deals to close
Two Stages.
One Standard of Preparation.
Data Room Construction
Akiri builds the central repository of financial,operational, and third-party documentation that lenders use to evaluate the deal
Learn MoreHelping You Find a Lender
Akiri runs a structured market process to identify the right lender pool, deliver the materials they expect, and convert interest into committed capital on terms the borrower can live with.
Learn MoreA lender-ready data room is a critical determinant of how a debt deal is received. Akiri’s first job is to consolidate that material into a central, structured repository organized to the conventions a lender’s diligence team expects. The work moves through two stages.
Stage 1 - Data Room Architecture and Internal Documentation
We start by establishing the structure of the data room and populating it with the financial, operational, and corporate documentation the borrower already controls.
- Folder architecture aligned to lender expectations
- Corporate legal documentation
- Financial and operational documentation
- Iterative approach facilitated by AI tools
Stage 2 - KYC Documentation Identification and Gathering
Once the internal documentation is in place, the second stage identifies and retrieves the KYC documentation lenders rely on for independent verification.
- Identifying the third-party documents the deal will require
- Coordinating retrieval with the borrower's counsel and accountants
- AI-driven curation of the room for the target audience
Helping You Find a Lender
With the data room complete, Akiri runs a structured process to take the borrower to the debt market: identifying the right lender pool, preparing the materials those lenders expect, and managing the analysis and negotiation that follow. The process moves through two stages.
Stage 1 - Going to Market
Akiri’s first job is to identify your most appropriate financing path and to map it to likely lenders.
- Market analysis of best-fit lenders
- Identifying your options
- Stalking horse term sheet
- Tailored deal memorandum for underwriters
Stage 2 - Analysis and Negotiation with Interested Lenders
Once lenders engage, Akiri shifts to the second job: turning interest into committed capital on terms acceptable to you.
- Iterative term sheet analysis and comparison
- Counter-proposal and tailored Investment Committee document
- Credit enhancement documentation
Tailored approach for each lending opportunity
No two businesses are identical. We customize our documentation to highlight your unique financial strengths and potential.
Ongoing guidance through the financing process
We stand beside you from initial preparation to final negotiation. Our expertise transforms complex financial challenges into clear pathways.
What Clients Get From This Approach
1. A complete lending package
Your lender will receive a structured data room, financials, an underwriting memo, a stalking horse term sheet, and a deal one-pager, all prepared in a format that resonates.
2. A negotiating position grounded in analysis
Term sheet comparisons, counter-proposals, and credit enhancement analyses to optimize your negotiating position.
3. Documentation that expedites institutional review
The data room, financial analysis, and risk memos are prepared to a standard that will facilitate institutional review throughout the lender's underwriting process.
Ready to transform your credit journey?
Let's discuss how we can help you achieve your funding goals