Case Study
Partnering with Total Expert
Why Total Expert is partnering with TriplePoint Capital to grow its software solution to modern financial institutions.
The Challenge
Total Expert, a leading marketing automation and customer intelligence platform designed for financial services, had validated product-market fit with numerous banks, credit unions, lenders, and other financial services firms. Having outgrown its existing debt facility, the company was ready to refinance and gain more flexibility to deploy capital toward its growing needs.
In a dynamic capital environment, leadership evaluated both debt and equity, and ultimately chose debt for its cost efficiency and non-dilutive structure.
Total Expert sought meaningful growth capital with room to operate, prioritizing flexibility around structure and usage, while avoiding restrictive terms or compromises to its long-term financing strategy.
The Solution
Total Expert secured a $40 million debt facility from TriplePoint Capital, designed to support its next phase of growth. The non-dilutive growth capital allows Total Expert to make targeted investments in go-to-market expansion, product enhancement, and infrastructure development.
The structure aligned funding with key business milestones, giving Total Expert access to capital as it grows while preserving ownership and control. This approach also positioned the company to pursue its next equity round from a stronger operational and valuation standpoint.
By using venture debt strategically, Total Expert moved forward with its expansion plans efficiently, entering its next chapter with discipline in a competitive fundraising market.
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