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Consultations

Not sure how to approach lenders? Work with a TerraNova banker.

First impressions with credit funds are hard to undo. Work with a TerraNova banker — our team runs 10–15 live debt mandates at any time — to sharpen your story, pressure-test your materials, and avoid the mistakes that get deals passed over.

Free 15-Minute Consult

$015 minutes

A quick gut-check before you hit send.

  • 'How to talk to lenders' cheat sheet — what not to say, what to emphasize
  • Review of your draft CIM, teaser, or intro email
  • Checklist of the 3–5 core docs every lender asks for (financials, org chart, projections)

Strategy Session

$350per session

Deep prep with a TerraNova banker before you go to market.

  • Full review of your draft materials
  • Mock lender Q&A so nothing surprises you on the call
  • Redline support on teasers and your data-room checklist
  • Aligning your story to the fund's mandate
Most thorough

Doc Prep Package

$1,000flat

We build the package lenders expect to see.

  • Everything in the Strategy Session
  • Full document preparation support — teaser, CIM, and data-room files, lender-ready
PRO

PRO subscription — unlimited contacts + priority matching, $99/mo

Coming Soon

How it works

1

Pick a tier

Start free, or go deeper with a full strategy session or document prep.

2

Choose a time

Weekdays 9am–6pm ET. Add notes so your TerraNova banker can prep before the call.

3

Go to market ready

Walk into lender conversations with the right story, the right docs, and no surprises.