Process and Fees

At i95 Capital, transparency is at the core of what we do. Whether you are a first-time client or a seasoned real estate investor, you will know exactly what to expect. No delayed disclosures. No hidden fees.

This page explains our engagement process and outlines our typical fee structure, what is involved, what we charge, and how we help you move from strategy to closing with confidence.

Our Process

  • Introduction Call – We align on the asset, the capital need, and your strategy.

  • Information Review – You send key financials and documentation.

  • Engagement – We confirm mutual fit and begin capital planning.

  • Market Outreach – We run a targeted process with lenders that match your profile.

  • Execution – We manage the process through term sheet, underwriting, and closing.

Typical Fees

Our transaction fees are success-based, meaning we only get paid when your financing closes. Here is a general breakdown of what clients can expect:

Transaction Fees

  • < $5M – – Quoted on a flat or custom basis
  • $5M – $15M – – 0.70% – 1.00%
  • $15M – $30M – – 0.60% – 0.75%
  • $30M – $50M – – 0.50% – 0.70%
  • > $50M – – Negotiable
The exact fee for your financing is communicated to you before the engagement. It is calculated as a percentage of the financing amount and depends on the transaction specifics, including size, structure, complexity, financing type, asset class, and execution risk.

Engagement Fee
Before we start working on your financing, we typically require an engagement fee. This allows us to schedule your transaction, prepare your financing packet, and begin presenting it to our capital partners. It also ensures mutual commitment and timely access to documentation. The fee is non-refundable if the transaction does not proceed. 50% of the fee is credited against the final transaction fee at closing.

Why Clients Choose i95 Capital

  • Boutique focus and senior-level attention

  • Access to banks, private equity, debt funds, life companies, family offices, and private credit

  • Deal structures aligned with your business plan

  • Clear communication and focused, accountable execution

Let’s Talk

If you are ready to raise capital and want focused attention and transparency throughout the process, let’s connect. Contact us or submit a short deal summary. We will respond quickly with a realistic timeline and a custom fee quote.

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