Success Story
Fidelis Private Fund provided a $320,000 refinance loan secured by an owner-occupied commercial condominium in the Otay Mesa area of San Diego. The property has been home to a well-established professional services firm for nearly two decades. The company, jointly owned by two business partners, specializes in registration, compliance, and tax support for commercial vehicle operators and has demonstrated consistent, long-term performance.
The exit strategy is to secure SBA financing within 6 to 12 months.
Value Added
Fidelis Private Fund provided a flexible capital solution to help a long-standing small business improve its financial position and gain breathing room. The loan was structured around the borrower’s business performance, strong guarantors, and stable property value confirmed by a recent third-party appraisal.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.