How it works

A shorter path
to yes.

Every Puzz engagement moves through the same four stages. Most deals close in 3 – 6 weeks; the fastest have wired in under 72 hours.

  1. I

    Intake

    A 15-minute call. Bring your last two years of returns and your last six months of statements.

    • 15-minute call with a senior broker, not a call-center intake rep
    • We ask about the use of funds, the timeline, and the story behind the numbers
    • You leave the call knowing whether we can help — and if we can't, who can
  2. II

    Package

    We build the credit memo, model the deal, and pre-qualify the lenders most likely to close.

    • Credit memo, sources & uses, and stress-tested projections
    • Debt schedule reconciliation and covenant modeling
    • Lender shortlist ranked by fit, speed, and pricing power
  3. III

    Term sheets

    You review real offers — not soft quotes. We negotiate rate, term, covenants, and fees on your side of the table.

    • Real, signed term sheets — not indicative quotes
    • Side-by-side comparison on rate, term, covenants, fees, prepay
    • Live negotiation with lender credit on your behalf
  4. IV

    Close & fund

    We drive documentation to signature and wire. Then we stay on the file until your next raise.

    • Documentation review and lender-counsel negotiation
    • Diligence, appraisal, and field-exam coordination
    • Post-close monitoring so the next raise is easier than this one

Ready to walk through step one?

Book intake →