The Platform

Transparent Process.
Aligned Outcomes.

We built Compare Private Capital to eliminate the opacity in private capital markets. Here is exactly how it works — for operators and investors alike.

Platform Architecture

Two Sides. One Matching Engine.

Every listing on the platform represents a real, qualified capital need matched against real, verified investor capacity. Nothing reaches either side unvetted.

Operators / Borrowers
Capital Requestors
→Submit financials and funding target via intake or calculator
→Receive scenario analysis across three structures
→CIM prepared and listing created by advisory team
→Matched to verified, active capital partners
→Advisory support from LOI through close
⟷
Investors / Lenders
Capital Allocators
→Register and complete accreditation verification
→Submit proof of funds and investment criteria
→Receive matched listings with full financials
→Express interest — introductions facilitated with consent
→Daily intelligence feed and deal flow alerts
Step by Step

The Operator Process

From first calculator run to capital in your account — here is every step, with realistic timelines.

1
Day 1 — Free
Run the Capital Calculator
Enter your revenue, EBITDA, funding target, and use of funds. The calculator models three capital structures — senior debt, mezzanine, and equity — based on current market conditions and your profile. Takes 3 minutes. Full report emailed to you.
Time3 minutes
CostFree
Output3-scenario email report
2
Week 1 — Discovery
Submit Intake & Advisory Call
Complete your intake form with financials, ownership structure, and transaction goals. An advisor contacts you within one business day to assess fit, clarify objectives, and determine the right process for your situation. No cost, no obligation at this stage.
Time30–45 min call
CostNo charge
OutputEngagement scope & timeline
3
Weeks 2–3 — Preparation
CIM & Financial Package
Our team prepares your Confidential Information Memorandum, financial model, and supporting materials. We run full scenario analysis and present findings to you — including DSCR, leverage multiples, and comparable transaction benchmarks — before any investor engagement.
Time7–14 days
DeliverableCIM + 3 capital scenarios
ReviewYour approval required before listing
4
Weeks 3–6 — Matching
Investor Matching & Term Sheet
Your listing goes live to matched, verified capital partners whose criteria align with your deal. Every introduction requires your explicit approval. We manage the process through first meetings, follow-up diligence requests, LOI, and term sheet negotiation.
Avg. time to first LOI3–5 weeks
IntroductionsYour consent required
We manageAll investor communication
5
Weeks 6–12 — Close
Diligence, Documentation & Close
Advisory team coordinates full due diligence — financial, legal, and operational. We work alongside your attorney and the investor's team to reach closing. Post-close, we remain available for transition advisory, FP&A implementation, and ongoing support.
Typical close timeline6–12 weeks from LOI
Post-closeAdvisory available
1
Day 1 — Registration
Create Your Investor Profile
Register on the platform and complete your investor profile — investment criteria, preferred deal types, sector focus, size range, and target return parameters. This drives your matching algorithm and determines what opportunities surface for you.
Time15–20 minutes
CostNo charge
2
Day 1–2 — Verification
Accreditation & Proof of Funds
Our agent-assisted verification process confirms your accredited investor status and validates proof of funds. This protects all parties — operators only engage with verified, capable capital. Verification is completed within 24 hours in most cases.
TimeUnder 24 hours
RequiredAccreditation docs + POF
3
Ongoing — Deal Flow
Matched Listings & Intelligence
You receive matched deal listings — each with full CIM, financial model, scenario analysis, and management overview. Simultaneously, your daily intelligence feed surfaces market signals, credit conditions, and sector trends relevant to your deal criteria.
Deal alertsAs new matches surface
IntelligenceDaily automated report
4
On Interest — Introduction
Express Interest & Connect
When you identify an opportunity, express interest through the platform. We facilitate introduction to the operator with mutual consent. Initial meeting coordinated and supported by our advisory team. You receive all supplemental diligence materials on request.
IntroductionMutual consent required
SupportAdvisory team facilitates
5
Weeks 6–12 — Close
Diligence Through Close
Our team coordinates the full diligence process alongside your team and legal counsel. We manage document requests, financial model queries, and management access through closing. Post-close monitoring and reporting available through the platform.
Close timeline6–12 weeks from LOI
Post-closePortfolio monitoring available
Platform Intelligence

Powered by a 7-Agent System

Behind the platform, a coordinated set of AI agents handles market intelligence, lead qualification, investor matching, content generation, and reporting — running continuously so our advisors can focus on you.

Agent 01
Daily Market Intelligence
Fetches FRED economic data, formats market signals, and publishes the daily intelligence report across all investor touchpoints.
Runs daily · Automated · FRED API
Agent 02
Lead Intake & Qualification
Receives calculator submissions and intake forms. Qualifies leads, routes to appropriate workflow, and triggers the advisory onboarding sequence.
Runs on submission · Typeform triggered
Agent 03
Financial Analysis
Analyzes submitted financials, builds scenario models, calculates coverage ratios and leverage multiples, and generates the CIM draft.
Runs per engagement · Claude Opus
Agent 04
CRM & Pipeline Management
Updates Airtable CRM, tracks deal stage progression, triggers follow-up sequences, and maintains data integrity across the platform.
Runs continuously · Airtable sync
Agent 05
Investor Matching
Matches verified listings to investor profiles based on criteria alignment — deal type, size, sector, return target, and timeline compatibility.
Runs on listing · Criteria matching
Agent 06
Newsletter & Communications
Generates the weekly investor newsletter, drafts deal alerts, and manages email communication sequences for both sides of the platform.
Runs weekly · Resend delivery
Common Questions

What You're Probably Wondering

Are you a broker-dealer?
No. Compare Private Capital provides advisory services only. We are not a registered broker-dealer and do not charge transaction-based commissions. Our compensation is advisory-fee based, disclosed upfront at engagement.
What does it cost operators to use the platform?
The calculator and initial advisory call are free. Engagement fees are agreed in writing before any work begins. No success fees without your explicit agreement. No surprises.
How do you verify accredited investor status?
We use a combination of document review and agent-assisted verification. Acceptable documentation includes CPA letters, attorney letters, brokerage statements, and W-2/tax return review. Completed within 24 hours.
What happens to my financial data?
Your financials are held in strict confidence. They are never shared with any investor without your explicit written consent. We maintain a data protection policy compliant with applicable regulations.
How long does the process typically take?
From initial intake to a signed LOI, the typical timeline is 4–8 weeks for well-prepared operators. Full close generally follows 6–12 weeks after LOI. Timelines vary by deal complexity and capital type.
What size transactions do you work on?
We focus on middle market transactions: $2M to $250M in capital raised. We work with companies with $5M to $250M in revenue. Below $2M capital raises are typically better served by SBA or community lenders — we'll tell you honestly if that's your situation.
Do investors pay to access the platform?
Registered investors access deal flow and intelligence at no charge. We are compensated on the operator side. This alignment means we only bring you deals that meet your stated criteria — our incentive is match quality, not volume.
What if I don't qualify based on the calculator?
We'll tell you directly and explain why. We'd rather give you an honest assessment now than waste your time in a process that won't close. We can also suggest alternative capital sources appropriate for your current stage.
For Operators
Run the Calculator.
Start the Process.
Three minutes to see your three capital scenarios. Full report emailed free. Advisory call available with no obligation.
Open Calculator →
For Investors
Register &
Access Deal Flow.
Verified listings, daily intelligence, and matched opportunities across every structure. Accredited investors only.
Register as Investor →