Clear decision guides for Commercial Capital & Debt Advisory
Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.
16 guides for Commercial Capital & Debt Advisory of 1,000
Building a Recurring Retainer Book on Top of Deal Fees
Origination fees land at close, months after the work started. A worked example of billing the loan-monitoring retainer that actually recurs.
Tracking Referral Fees Paid Months After a Deal Sourced
A pitfall checklist for commercial capital and debt advisory firms paying originator and correspondent referral fees at funding.
Pulley vs. Carta for a Commercial Debt Advisory Firm
A checklist for commercial mortgage brokerages setting up platform equity for top originators, then choosing between Pulley and Carta.
Does a Debt Advisory Shop Owe Sales Tax on Its Fees?
Financial and lending services are broadly exempt from sales tax. A Q&A for capital advisory shops on where any real exposure could actually hide.
Cube vs. Mosaic for a Commercial Debt Advisory Shop
A comparison of Cube and Mosaic for a commercial mortgage brokerage whose origination volume rises and falls with the rate environment.
Should a Debt Advisory Firm Use Pipe or Capchase on Its Own Balance Sheet?
A commercial mortgage and debt advisory firm knows these products better than most clients. Here's whether either fits its own working capital needs.
BILL vs Tipalti for Commercial Mortgage and Debt Advisory Firms
Common questions on BILL versus Tipalti for a commercial mortgage brokerage's report vendor, referral fee and overhead payables.
NetSuite vs Sage Intacct for Commercial Debt Advisory Firms
Answers to the questions a commercial mortgage brokerage actually asks when comparing NetSuite and Sage Intacct for origination fee and referral accounting.
Ramp or Brex for a Commercial Debt Advisory Firm
A firm fronts appraisal and environmental reports before a borrower deposit clears, on deals that may never fund. Ramp, Brex and Navan for that risk.
Airbase vs Procurify for Commercial Capital and Debt Advisory Firms
A checklist for commercial mortgage brokerages weighing Airbase against Procurify, focused on recoverable third-party costs and the deals that fall apart.
Payroll for a Commercial Debt Advisory Shop: Deal-Based Pay Timing
How a commercial mortgage or capital advisory firm handles deal-based commission timing, loan officer comp rules, and where Gusto and Rippling diverge.
A Debt Advisory Firm's Close, Worked Through a Real Quarter
A worked example of closing the books at a commercial capital and debt advisory brokerage, and where FloQast or BlackLine actually fit that process.
Modern Treasury vs Trovata for Commercial Capital Advisory Shops
Rate-lock float, warehouse line draws, and closing-table disbursements make cash timing unusual for commercial capital and debt advisory shops. Compared here.
409A Valuation for a Commercial Debt Advisory Firm
Origination volume tracks the rate cycle, so a valuation set during an active quarter can look absurd two quarters later. Here's how to build one that holds up.
FloQast vs. AuditBoard for Commercial Debt and Capital Advisory Firms
Origination fee timing, broker splits, and warehouse line reconciliations make a debt advisory firm's close different from a typical brokerage. Compare here.
Payoneer vs Wise for Capital Advisory Firms Paying Overseas Partners
Comparing how commercial capital and debt advisory firms should pay overseas referral partners and due diligence vendors through Payoneer or Wise.