Valiant Finance provides business loan marketplace. Through it's sophisticated technological platform small businesses are matched with lenders almost guaranteeing the business gets the best rate and a matching loan for their funding needs. This is a case study showing how accountants can support their business clients find the best business loan using Valiant Finance business loan marketplace.

1. 1
Case Study
Growthwise Accountants

2. “It’s a complex area — accountants are being asked to become
trusted advisers across the entire business spectrum.”
Common Ledger CEO Carlos Chambers
2

3. Thelendingspaceis crowdedandnoteasy tousefor SMEs.
Bank finance
Debtor financing specialists
Short-term working capitalEquipment & property specialists
Note: Lenders listed in each category are not exhaustive.
But who is there to help the SME and their accountants navigate this environment?

4. Therehastobeabetterwaytogetclientsshort-termlending
Emotionalexperience
“Maybe the bank
will fund me!”
“Another bank,
another 5 forms…”
What now?
“Their credit team
needs more time”

5. TheValiant Solution= A BusinessLoanMarketplace
Solutions for
more customers
Expand your
lender options
Earn more
through
commission
Retain & maintain
your relationships
`

6. StephHinds fromGrowthwiserefersher clientsto Valiant
“The team at Valiant… really get
small business and do
everything they can to solve
[their funding] problem.”
Steph Hinds, Accountant, Growthwise

7. Ourcustomershavecommonfeatures
No bricks &
mortar collateral
<24 months
in business
Early, rapid growthTough receivable
terms

8. Thesebusinessescanbehardto find funding…
…but its key to secure this to enable growth.
 Situation: The client had been in business for 24 months. It
was profitable and had healthy levels of growth. She was keen
to expand the business - but like many small business owners,
was unable to secure a suitable finance solution.
 Action: Her accountants at Growthwise visited the Valiant
website and submitted an online application. This kicked off
conversations with the Valiant Head of Funding Solutions, Ian
Chambers, to work out which alternative lender would be most
suitable. Valiant also will submit the application to ensure
seamless application to available lenders.
 Result: The nitty gritty: a three year unsecured loan principle
plus interest of $85 000 from a peer to business lender at 16%
APR.
 The business has already started renovating their new location
to take the business from a pop up location to permanent cafe.

9. TheValiant team
A dedicated team supporting our clients.
Alex
MOLLOY
Ian
CHAMBERS
Adriana
AMATO
Chief Executive
Officer
Head of Funding
Solutions
Head of
Partnerships
Contact us today: info@valiant.finance