Step 1. Welcome to the network
Our team gets to know your lending appetite. We learn what deals your firm does.
Forward for Funds
Deal flow that fits your mandate
Forward matches every deal against your mandate and sends only the ones that fit, each with a diligence-ready brief.
Trusted by 100+ funds managing $500B+
Forward brings the right deals and advisors into the conversation, helping you spend less time sifting through opportunities and more time putting capital to work.
Talk to the teamLess sifting between you and your next deal.
The old way
- Inbox floods
- Open the PDF
- Check mandate
- Pass
- Repeat
- Chase docs
- First call
With Forward
- Deal matched
- Read the brief
- Call booked
Handle complex credit work whenever it happens.
For Funds
Step 2. Receive opportunities that fit
Only deals aligned with your mandate arrive in your inbox, ready for review.
Step 3. Close
Meet the advisors behind the opportunities and take the deal through to close, with Forward alongside you.
From the materials you have to the conversations that matter.
Deal flow that fits.
We build a working relationship with your team and learn how you approach lending. That understanding develops as your mandate, capacity, and priorities evolve.
Clarity at first review
Opportunities arrive with a concise overview covering the financing request, key metrics, and material considerations. Form an initial view in minutes, identify the questions that matter and determine its next step.
Our network of leading debt advisors.
Our network brings together leading advisors with direct borrower relationships. We establish deal control and quality before an opportunity reaches you, giving your team a clear route to the people behind it.
An extension of your origination team.
Your feedback shapes what we bring you next. We learn how you apply your mandate and why opportunities fit or fall outside your appetite. That understanding translates into more relevant deal flow.
Active
“Forward has been an incredible tool for connecting our firm to new advisors and borrowers. Getting onboarded is worthwhile and pays off — I would recommend it to any lender.”
James CrandallVice President, Yieldi 
“What truly sets them apart is the quality and consistency of the opportunities they bring to the table. Their deal flow is thoughtfully vetted, backed by credible sponsors and experienced brokers, and has been a welcome addition to our origination efforts.”
Eric ThomasDirector of Originations, 1Oak Lending
Pricing
No deal, no fee.
See every deal that fits your mandate for free. Forward is paid a small success fee only at close.
Nothing upfront
No subscription, retainer or seat fees.
Pay only on close
A small success fee, charged only when a deal you fund settles.
Passing is free
Review, call and pass on as many deals as you like.
- Deals on Forward this weekFree
- Fit your mandateFree
- Calls bookedFree
- ClosedSuccess fee charged here
FAQs
How can Forward extend our origination coverage?
Forward brings opportunities from vetted debt advisors beyond your existing relationships. You gain access to a wider network, with Forward handling the coverage and coordination alongside your origination team.
How does Forward reduce the time we spend screening deals?
We assess opportunities against your mandate before they reach you. Each comes with a concise brief covering the financing request, key metrics and points that need closer review, helping your team form an initial view quickly.
What if our lending appetite changes?
Tell us what’s changed, whether it’s deal size, asset type, geography or available capital. We update our matching and use your feedback on live opportunities to refine what we bring you next.
Do we keep full control over credit decisions?
Yes. Your team sets the terms, runs diligence and makes every credit decision. You choose which opportunities to pursue, with no obligation to issue terms or fund a deal.
What does Forward cost?
Forward charges 25 basis points, or 0.25% of the funded loan amount, on deals we introduce. You pay only when the loan funds, with no subscriptions, retainers or charges for reviewing opportunities.
Will our mandate remain private?
Yes. Your mandate is used to match opportunities and is never shown to advisors. Mandates and deal terms are never published publicly, and documents are encrypted and access-controlled.
For any deal within your appetite.
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+
