Real Estate Developers, Company Founders and Business Operators: With over 500 million deployed in just over three years, OKOA puts your business on solid footing with $1-20 million in financing tailored to your situation.
OKOA drills down to deal essentials, structures unique solutions, and closes promptly. We embrace challenging situations traditional lenders avoid including the following:
Transparent communication re interest level, compressed due diligence timeline, rapid deal structuring and papering, ability to fund quickly
Short-term cashflow issues, illiquid assets, refinancing, personal assets, restricted equity, long-term contracts, short-term uncertainty
High growth, business or market disruption, ownership transitions, acquisitions, strategic repositionings, org change, restructurings
With an emphasis on real estate-related credit opportunities, OKOA has flexibility
to structure and fund at various points of the capital stack (incl. equity) across
multiple industries, situations and locations.
Transaction Sizes: $1-20 million
Structures: Bridge Loans, Preferred Equity, Note Purchases
Use of Funds: Acquisition, land development & construction, sale & leaseback, liquidity
Transaction Sizes: $1-10 million
Structures: Bridge Loans, Leases, Revenue-Based Investments, Growth Equity
Use of Funds: M&A, growth, people & operations, PP&E, working capital
Transaction Sizes: $1-10 million
Structures: Varies
Use of Funds: Founder liquidity, restructurings, personal assets, business continuity, operational disruption, unique assets, project finance
We partner with the brightest founders & operators, real estate developers, and co-investors to fuel strategy with creative capital.
We’re a group of seasoned investors, operators, strategists,
and founders that enjoy the creativity and process
of building companies.
Co-founderInvestment selection, due diligence and capital formation
Co-founderOrigination, underwriting, real estate
Principal Origination, portfolio management & analytics
Looking for new capital solutions for your business?
Let’s put our heads together.
We make credit, equity and other specialty finance investments utilizing a variety of structures including, but not limited to:
– Asset-based loans collateralized by real estate or other assets ($1-20 million)
– Corporate loans to Small-To-Medium Enterprises based on cash flow and debt coverage ($1-10 million)
– Revenue-based investments structured as a form of debt but with a repayment schema based on a company’s revenues ($500k-$7 million)
– Preferred equity investments ($1-5 million) in growing businesses
Although we specialize in Real Estate and other asset-based investments, we are industry agnostic.
Examples of the types of businesses we have invested in or founded ourselves include:
– E-commerce
– Sales & Marketing
– Consumer Products
– Enterprise Software
– Natural Resources
– Alternative Energy
– Telecom
– Financial Services
and many others.
We invest primarily in the western United States because of proximity, but we regularly assess opportunities throughout the United States and Canada. For select deals where risk can be managed and strong partners are involved, we can look beyond the United States and Canada.
For real estate, we can invest from the moment land is entitled through horizontal and vertical development and on to the acquisition of commercial or residential properties.
For other project-based deals, we can invest on a greenfield basis so long as permitting, construction costs and back-end contracts or other sources of cash flow are verifiable.
For Small-To-Medium Enterprises (“SME”), we invest in in cash flow positive businesses or other businesses with assets or securable revenue streams sufficient to mitigate risk. We are not venture investors, but we have an eye toward growth subject to our risk mitigation parameters.
Speed-To-Close: For deals that meet our parameter, we can close very quickly (in as little as two weeks) for amounts up to $5 million.
Flexible & Creative: Because we are not subject to the constraints of a traditional fund (e.g. only being able to invest in specific industries, locations utilizing a narrow range of investment structures), we have the ability to customize the financing to the opportunity.
We’ve Been There: Like you, we’re entrepreneurs, operators and company founders. We know what it’s like to build something from nothing. We hope some of this perspective will be of value to our clients.