Break Out Of The Broker Matrix

Strategic Capital Advisory Services Business Growth | Capital Strategy Financing Ecosystem Navigation

New Matrix Capital

  • Strategy First
  • Client First
  • Transparent Negotiated Terms
  • Advisory Services
  • Sequenced Capital
  • We Negotiate For You
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Traditional Brokers

  • Commission Driven
  • Hidden Fees
  • Data Resold
  • Stacked ACH Traps
  • No Dedicated Advocate
  • You Negotiate Alone
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Our Financial Sector Services

Asset Management

Portfolio strategy, regulatory compliance, and operational efficiency for asset management firms.

Our asset management advisory services help firms optimize portfolio strategies, ensure regulatory compliance, and improve operational efficiency. We work with leadership teams to develop competitive advantages and navigate complex financial markets.

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Wealth Management

Capital access strategies, client acquisition financing, and operational capital planning.

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Retail Banking

Capital advisory for business clients, loan portfolio optimization, and strategic capital planning.

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Wholesale Banking

Institutional capital strategies, syndication planning, and large-scale financing navigation.

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Fintech

Capital structure planning, growth financing strategies, and market positioning for fintech companies.

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Payments

Working capital solutions, merchant cash advance restructuring, and payment processing capital needs.

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Capital Strategy & Negotiation

Strategic capital planning, structure optimization, and financing navigation for businesses.

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Risk & Compliance

Contract review, UCC filing analysis, compliance guidance, and risk assessment for capital agreements.

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Lines & Term

Align term length to cash flow, expose hidden covenants, and map prepay risk.

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Business Credit & Lines

Credit card strategies, line of credit planning, and utilization optimization.

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MCA Restructure

Model daily ACH impact, identify stacking risks, and facilitate rate discussions.

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Exit Planning

Sequence paydowns strategically, reduce daily pulls, and refinance effectively.

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Debt & Obligation Review

Cash flow modeling, liability management, and consolidation education for existing obligations.

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Information Management

Data handling practices, broker opt-out strategies, and information control for capital transactions.

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Broker Call Elimination

Learn how your data circulates between brokers and how to opt out permanently.

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SBA & Government Programs

Qualification guidance, myth vs reality, and preparation steps for government programs.

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Education

Factor Rate vs APR: The True Cost

Don't compare a "1.3" factor to 30% APR. The true cost is much higher when calculated annually.

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Information Management Strategies

Understanding data practices in commercial financing and strategic approaches to information handling.

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Transparency & Negotiation

Understand broker commission flows and how to get real terms in writing upfront.

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Case Studies

ACH Collapse Prevention

Three MCAs created negative cash flow. Sequenced refinancing restored positive balance in 30 days.

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Data Privacy

We traced lead paths, executed opt-out sweeps, and restored owner focus.

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Exit Strategy Success

Paydown and refinancing created a new capital stack. Business stabilized and ready for growth.

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