Step 1. Share your deal
We review your materials and discuss pertinent requirements with you.
Forward for Advisors
Every deal to the right lender
Package a deal once. Forward matches it against 100+ live fund mandates and moves it through to close.
Trusted by 100+ funds managing $500B+
Forward brings the right capital partners into the conversation, helping you spend less time searching for lenders and more time moving your client’s deal forward.
Talk to the teamFewer steps between you and a term sheet.
The old way
- Email 30 lenders
- Wait
- Follow up
- Re-send docs
- Follow up again
- Wait
- First call
With Forward
- Upload once
- Lenders matched
- Call booked
Your deal, in front of the right lenders.
For Advisors
Step 2. Engage our network
We establish appetite, gather soft quotes and manage lender feedback.
Confirm Fri, Oct 9 · 2:00 PMStep 3. Secure terms
Meet lenders with appetite to work towards a close.
From the materials you have to the conversations that matter.
Reach beyond your network.
It’s impossible to know every lender. Forward’s network brings established fund relationships and current market knowledge to your transaction. We reach beyond your existing contacts, establish initial interest, and connect you with lenders to move the deal toward terms.
See where your deal stands.
Make sense of lender responses and bring you the updates that matter. See where there’s interest, which questions need your input, and what comes next. We keep you close to the meaningful developments across your deal.
Fri 2:00 PMAn extension of your capital markets team
We get to know your practice and the lenders behind each opportunity. We help assess fit, establish appetite, and navigate lender conversations. You continue to lead the borrower relationship, with a capital markets desk helping you work toward close.
See where your deal stands.
From sponsor financials and updated rent rolls to call availability and lender follow-ups, we coordinate the details behind each transaction. We track outstanding requests, gather supporting information, and make sure the right people know what’s needed next to progress the transaction.
“I already had a strong lender network. Forward connected me with lenders I didn’t know and helped secure term sheets on difficult transactions. They take work off my desk so I can focus on serving clients and growing the business.”
Kevin HeisserCEO, Capital Partners Inc 
“Forward is an exciting platform with tremendous potential to transform how bankers’ debt financing opportunities are sourced, matched, and executed. They are bringing the technology and vision to make a meaningful impact on the future of the debt capital markets.”
Rico ConteCEO, CM Capital Partners
Pricing
Free for advisors. Always.
Forward is paid by the funds, with a small success fee only when a deal closes. Your fee stays entirely yours.
No fees, no subscriptions
Forward costs you nothing to use.
Your fee is protected
We never take a cut of what your client pays you.
Funds pay, only on close
Forward earns a small success fee from the fund when your deal closes.
US$12.0M facilityForward’s fee
A success fee, paid by the lender at close. Advisors pay $0.
FAQs
Can Forward find lenders beyond my existing network?
Yes. We match your transaction with lenders across our network based on their mandate and current appetite. We establish interest and bring relevant capital partners into the conversation.
Will I still have to chase every lender?
Forward handles submissions, follow-ups and document requests, bringing you the responses and questions that need your attention. You stay close to the decisions while we manage the coordination.
Will I keep the borrower relationship?
Yes. You remain the borrower’s advisor and lead the client relationship. Forward works alongside you on lender coverage and execution, while you help your client decide which financing options to pursue.
Does Forward take a share of my fee?
No. Your advisory fee stays entirely yours, and Forward costs you nothing to use. We’re paid by the lender only when a loan funds.
Who will see my client’s deal?
Deals are shared with funds whose mandates fit the transaction. Borrower details and deal terms are never published publicly, and supporting documents are encrypted and access-controlled.
Will I need to learn new software?
You can start by forwarding the deal materials you already have. We review them with you, identify any gaps and coordinate lender outreach through email.
For any deal on your desk.
Real estate
Bridge &
transitional financeReal estate
Property acquisitions
& refinancingCorporate finance
Business
acquisitionsReal estate
Construction
& developmentCorporate finance
Growth &
recapitalizationVenture debt
Non-dilutive
financing solutionsDon’t see your deal type?
Talk to the team
Security built for private credit.
Confidential by design
Mandates, borrower details and deal terms are never shared publicly.
Shared only on a match
Deals reach funds whose mandates fit. Mandates are never shown to advisors.
Secure documents
Files are encrypted and access-controlled, with a record of every view.
A vetted network
Every advisor and fund is reviewed before joining Forward.
Data encrypted at rest with AES 256 and in transit with TLS1.2+
