Business Owners, Operators, and Entrepreneurs impact communities. They are the spark plugs in the engine that is our economy. Our capital resources are the fuel, and our coaching is the pit crew.
Access to Capital
Watch the video below to see how Three Roots helped one business owner make it through a tough period.
Three Roots aggregates multiple sources of capital as a “one stop shop” for business owners:
- Direct commercial debt and equity investments
- Access to multiple bank partners for commercial loan options
- Partner equity funds & networks for referral and co-investment
Access to State & Federal Tax Incentive Programs
As a certified CDFI and CDE (Community Development Entity), Three Roots can help our development partners, projects, and communities access various state and federal tax benefits. Some of the value add includes:
- On staff expertise in the structuring of complex tax program projects
- Direct project financing, leveraging multiple tax incentives
- Ongoing investment in resources and training related to multiple tax incentives
- Local and nationwide network of partners skilled in tax incentive financing
Syndication capabilities for projects with large capital requirements
Larger projects can have large community impacts. They can also be more difficult to finance due to individual lender profiles and/or limits on loan sizes. Three Roots can bring the following to the table:
- Existing partnerships with multiple banks = more options for our borrowers
- Existing relationships with multiple banks create efficient syndication opportunities
Financial Education & Training
Three Roots staff have been part of the regional entrepreneurial community for more than thirty years. Training, advising, investing in, and helping entrepreneurs start and grow companies is a large part of our experience and DNA. At Three Roots Capital, our primary role focuses on is access to capital, which sharpens the focus of our direct efforts upon so we prioritize and emphasize financial education. Access education and training content on the subjects below from the “Education” tab on our home page.
- Introduction to Accounting for Small Business Owners
- Commercial Borrowing Primer
- Financing My Business
- 3Roots Rise & Grind event recordings
Coaching Services in Preparation for Raising Capital
Whether seeking an equity investment or a loan, to be successful a business owner needs to be prepared. Three Roots can provide experience-based coaching to as part of the preparation process, including insights around important considerations such as:
- Proper financial records required to raise capital
- Preferred legal company formation to attract potential investors
- Optimal transaction structures
- Introductions to transaction-specific accounting & legal expertise
Contact Us
If you are an entrepreneur or business owner/operator interested in exploring a collaboration with Three Roots Capital, we would love to meet you. Please reach out to us by contacting:
Dennis Corley,
Director, Lending and Investing
(865) 220-1713