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.

This is not a contact unlock and not a paid one-click intro product. Unlocks stay on pricing. Banker work is materials, diligence readiness, and process under TerraNova.

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)

No account needed — name and email only

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

Account required at checkout · reschedule free · cancel up to 24 hours before for a full refund

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

Account required at checkout · reschedule free · cancel up to 24 hours before for a full refund

How it works

Pick a tier

Start free — name and email, no account — or go deeper with a full strategy session or document prep.

Choose a time

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

Go to market ready

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