Break Out Of The Broker Matrix
New Matrix Capital
- Strategy First
- Client First
- Transparent Negotiated Terms
- Advisory Services
- Sequenced Capital
- We Negotiate For You
Traditional Brokers
- Commission Driven
- Hidden Fees
- Data Resold
- Stacked ACH Traps
- No Dedicated Advocate
- You Negotiate Alone
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.
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
Information Management Strategies
Understanding data practices in commercial financing and strategic approaches to information handling.
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