Your Path to Optimised Financing
A clear, structured process — from confidential initial consultation to implementation.
Initial Consultation
We get to know your company, financing structure, and objectives. This conversation is free, non-binding, and strictly confidential.
AI-Powered Financial Analysis
AI-powered analysis evaluates your existing loan agreements and determines the scope for optimisation — precisely, systematically, and discreetly.
Confidential Bank Process
We prepare a professional information pack and approach suitable banks. All enquiries are managed by us — your identity remains protected.
Transparent Offer Evaluation
You receive a clear, structured comparison of all offers. We recommend the best option and explain the differences.
Closing & Handover
After your decision, we accompany the contract closing and ensure a smooth transition to the optimised financing structure.
Frequently Asked Questions
How long does a refinancing take?+
Typically 3 to 6 months — depending on the complexity of the financing structure and the number of institutions approached.
What does the advisory cost?+
Our fee is primarily success-based. The initial consultation is free and non-binding.
Do I have to switch away from my house bank?+
No. Our goal is to optimise your terms — not to switch at any cost. Often, competitive pressure alone improves your house bank's offer.
What documents do I need?+
Typically annual financial statements for the last 2–3 years and existing loan agreements. We guide you through the process step by step.
Is the process truly confidential?+
Yes. Banks and funds receive anonymised information only. Your name and company are disclosed solely with your explicit consent.
From what loan volume is advisory worthwhile?+
Generally from a loan volume of around EUR 1 million.
Start with step 1 — free and confidential.
The initial consultation is non-binding and immediately shows you the potential.
Request a Consultation