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Bespoke Financial Inc.
Bespoke Financial Inc. offers custom debt and equity financing for lower-middle-market firms in FinTech, real estate, and healthcare from Santa Monica.
Bespoke Financial Inc.
Bespoke Financial Inc. was established as an independent financing firm headquartered in Santa Monica, California. The company targets companies generating recurring revenue or asset-backed cash flows, providing alternatives to traditional bank lending. The firm deploys capital through structured debt, asset-based financing, and growth-equity tranches. Its focus sectors include FinTech platforms, real estate operating companies, and healthcare services businesses. Bespoke typically provides loans between $1 million and $15 million, often serving as a sole or lead lender. The firm underwrites based on cash flow, collateral, or revenue streams rather than balance-sheet covenants typical of conventional lenders. Bespoke Financial maintains a lean team and originates deals through direct relationships with business owners, attorneys, and industry advisors. The firm has not publicly disclosed headcount or total assets under management. It has no known additional offices. Bespoke Financial differentiates itself through a decision-making structure that allows rapid commitment—closing deals in weeks rather than months. The firm rewards speed and flexibility over low pricing, positioning it as a stopgap for companies that lack access to institutional credit markets.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Santa Monica, CA, United States
Sector focus
Frequently asked questions
What types of financing does Bespoke Financial typically provide?
Bespoke Financial offers structured debt, asset-based lending, and growth-equity tranches. Its products include term loans, lines of credit, and revenue-based financing for companies with recurring revenue or hard assets.
What loan size range does Bespoke Financial target?
The firm typically writes checks between $1 million and $15 million per transaction. It focuses on lower-middle-market companies that may not qualify for traditional bank debt or larger private-credit funds.
Which sectors does Bespoke Financial focus on?
Primary sectors include financial technology, real estate, and healthcare services. The firm underwrites to recurring revenue models and asset-backed cash flows rather than specific industry niches.
Does Bespoke Financial operate as a fund or a direct-lending platform?
Bespoke Financial functions as a direct-lending platform, deploying capital from its own balance sheet or co-investment structures. It does not manage a commingled fund with multiple LPs.
Who makes the investment decisions at Bespoke Financial?
The firm has not publicly named its leadership or investment committee members. Decision-making is reportedly centralized and rapid, allowing commitments within weeks.
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