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Case Study

Growthwise Accountants

“It’s a complex area — accountants are being asked to become

trusted advisers across the entire business spectrum.”

Common Ledger CEO Carlos Chambers

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The lending space is crowded and not easy to use for SMEs.

Bank finance

Debtor financing specialists

Short-term working capital Equipment & property specialists

Note: Lenders listed in each category are not exhaustive.

But who is there to help the SME and their accountants navigate this environment?

There has to be a better way to get clients short-term lending E

motional experi

ence

“Maybe the bank

will fund me!”

“Another bank,

another 5 forms…” What now?

“Their credit team

needs more time”

The Valiant Solution = A Business Loan Marketplace

Solutions for

more customers

Expand your

lender options

Earn more

through

commission

Retain & maintain

your relationships

`

Steph Hinds from Growthwise refers her clients to Valiant

“The team at Valiant… really get small business and do everything they can to solve [their funding] problem.”

Steph Hinds, Accountant, Growthwise

Our customers have common features

No bricks &

mortar collateral

<24 months

in business

Early, rapid growth Tough receivable

terms

These businesses can be hard to find funding…

…but its key to secure this to enable growth.

Situation: The client had been in business for 24 months. It was profitable and had healthy levels of growth. She was keen to expand the business - but like many small business owners, was unable to secure a suitable finance solution.

Action: Her accountants at Growthwise visited the Valiant website and submitted an online application. This kicked off conversations with the Valiant Head of Funding Solutions, Ian Chambers, to work out which alternative lender would be most suitable. Valiant also will submit the application to ensure seamless application to available lenders.

Result: The nitty gritty: a three year unsecured loan principle plus interest of $85 000 from a peer to business lender at 16% APR.

The business has already started renovating their new location to take the business from a pop up location to permanent cafe.

The Valiant team

A dedicated team supporting our clients.

Alex

MOLLOY

Ian

CHAMBERS

Adriana

AMATO

Chief Executive

Officer

Head of Funding

Solutions

Head of

Partnerships

Contact us today: info@valiant.finance