Capital Formation

Loan Orig­i­na­tion:

Ver­ti­cal Opti­miza­tion, LLC is trained and experienced in loan orig­i­na­tion for the Over­seas Pri­vate Invest­ment Cor­po­ra­tion (OPIC). We assist eligible entities to access OPIC loans and political risk insurance coverage. OPIC is an agency of the United States Gov­ern­ment. It helps U.S. busi­nesses invest over­seas, fos­ters eco­nomic devel­op­ment in new and emerg­ing mar­kets, and com­ple­ments the pri­vate sec­tor in man­ag­ing risks asso­ci­ated with for­eign direct invest­ment. We can assist qual­i­fied US enti­ties to access loans (rang­ing from $100,000 to $250Million) from OPIC.

Polit­i­cal Risk Insur­ance (PRI) Origination:

Ver­ti­cal Opti­miza­tion, LLC also assists companies to access Polit­i­cal Risk Insur­ance coverage from OPIC. We can assist qual­i­fied US enti­ties to access polit­i­cal risk insur­ance cov­er­age (rang­ing from $100,000 to $150Million) from OPIC to cover a vari­ety of risks asso­ci­ated with over­seas invest­ments.

We pro­vide busi­nesses the assis­tance they need to struc­ture the risk port­fo­lio and appli­ca­tion for sub­mis­sion to OPIC. In addi­tion to a ser­vice offer­ing tar­geted to small busi­nesses, OPIC PRI cov­ers a vari­ety of sec­tors and activ­i­ties includ­ing over­seas con­trac­tors and exporters, oil and gas, leas­ing, nat­ural resources, cap­i­tal mar­kets, insti­tu­tional loans and cap­i­tal mar­kets, amongst oth­ers.

PRI can, in some cases, increase the attrac­tive­ness of an invest­ment oppor­tu­nity to a lender or investor. More impor­tantly, it pro­tects the under­ly­ing risk assets against vio­la­tions of inter­na­tional law in a for­eign coun­try, If you are con­sid­er­ing invest­ing abroad or are a for­eign entity look­ing to part­ner with a US firm (or investor), polit­i­cal risk insur­ance may be crit­i­cal in reas­sur­ing coun­ter­-par­ties in the trans­ac­tion and enabling access to finance. Give us a call to dis­cuss your project.

Busi­ness Devel­op­ment Assis­tance:

Ver­ti­cal Opti­miza­tion pro­vides busi­nesses access to a vari­ety of busi­ness devel­op­ment instru­ments includ­ing loan guar­an­tees, export credit insur­ance prod­ucts, grants and other tech­ni­cal assis­tance ser­vices. You may review the instru­ments described above under the ‘Cap­i­tal For­ma­tion’ tab or send us an email: This email address is being protected from spambots. You need JavaScript enabled to view it..

Direct Lending/Private Clients:

These are clients that need to raise money (or secure a project) from an exter­nal source such as a bank, ven­ture cap­i­tal group, small busi­ness devel­op­ment agency, friends or fam­ily. The required doc­u­ments could be busi­ness plans, pro­pos­als, fea­si­bil­ity stud­ies, place­ment prospec­tuses, or sim­i­lar doc­u­ments.

The busi­ness plan helps the small busi­ness owner clar­ify where they are, where they are going, and how they pro­pose to get there. It gives the prospec­tive investor a true rep­re­sen­ta­tion of the state (and prospects) of the busi­ness. We shall work on your strat­egy and the busi­ness plan to clar­ify the path for­ward.

In many instances, we assist our clients by intro­duc­ing them to lenders and under­writ­ers, at no addi­tional cost. We assist com­pa­nies in the US as well as inter­na­tion­ally. Our trade devel­op­ment pro­gram, Export Path, has a num­ber of finan­cial part­ners in sev­eral coun­tries around the world, to whom we rou­tinely refer clients for direct lend­ing. Direct lend­ing clients are wel­come to access these ser­vices and lever­age these rela­tion­ships as long as we are sat­is­fied (by way of the enter­prise devel­op­ment process) that the project is viable and bank­able.

Pri­vate Sources & Pri­vate Place­ment:

Most entre­pre­neurs have more good­will than they real­ize. Often times, friends, fam­ily, rel­a­tives, and the larger com­mu­nity would be will­ing to invest in an oppor­tu­nity if they are pro­vided good, clear, trans­par­ent infor­ma­tion about the risks and rewards asso­ci­ated with the invest­ment. We pro­vide the sup­port for pri­vate place­ments. In cer­tain instances, a few wealthy indi­vid­u­als may invest in an oppor­tu­nity. In oth­ers, it may be a larger num­ber of small investors with com­mon ties that come together to drive a project. Either way, we assist you in accom­plish­ing the back­ground work needed to attract the funds you need to oper­ate — and thrive!

Direct Invest­ment:

Our firm invests in other com­pa­nies. We do so in instances where there is a strate­gic fit with our port­fo­lio AND we can clearly add value. In cer­tain instances, we assist com­pa­nies with pri­vate place­ments — iden­ti­fy­ing and engag­ing will­ing investors to invest in the com­pany.

To accom­plish this, the busi­ness MUST go through the val­u­a­tion process for ‘pri­vate clients’ (above) before any con­sid­er­a­tion of invest­ment. Our invest­ments are typ­i­cally equity posi­tions, and we bring our busi­ness exper­tise — and con­tacts — to assist in grow­ing the oper­a­tion.

Social Capital-Backed Lend­ing (Micro­fi­nance):

Many bank­able busi­nesses can­not raise the rel­a­tively small amounts of money they need to grow. To assist these busi­nesses, we have cre­ated a plat­form that lever­ages the (social and finan­cial cap­i­tal) of a global small busi­ness com­mu­nity to raise money via a micro-­fi­nance mech­a­nism. Ver­ti­cal Opti­miza­tion has a com­mu­nity plat­form which enables eli­gi­ble mem­bers to present their busi­ness plans to other mem­bers of the busi­ness com­mu­nity to raise cap­i­tal. This is a pow­er­ful micro­-fi­nance mech­a­nism that can attract funds very quickly.

Click on the links above to learn more about these and other ser­vices. You may also give us a call at + 1 202 3706165. (For a brochure that describes our cap­i­tal for­ma­tion ser­vices, click here

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