The Engagement
A capital introduction is a relationship — not a transaction we’re part of. Counterparties communicate directly and remain responsible for their own diligence, negotiation, documentation, and professional advice.
01
Intake
Before a phone call, we read what you send. The sponsor shares the project memo, capital need, location, timeline, sponsor background, current capital stack, and any open questions. Materials get reviewed against the mandates of the lenders the firm works with.
02
Fit Assessment
We review fit by corridor, project size, project stage, lender mandate, trade-partner relevance, and readiness for institutional review. No mass submission. One or two precise matches are worth more than a dozen wrong ones.
03
Direct Introduction
When there is alignment, Clay Capital Group makes a direct introduction between the appropriate counterparties. The firm does not sit between the parties, draft documents, hold capital, or represent either side in the transaction.
04
Counterparties Proceed
After the introduction, counterparties communicate directly and remain responsible for their own diligence, negotiation, documentation, and professional advice. Clay Capital Group is available to clarify the introduction if asked, but does not represent either party in the transaction.
05
Written Terms
Any compensation arrangement, when applicable, is documented in writing in advance with the appropriate counterparty. Clay Capital Group does not charge builders, borrowers, or sponsors for introductions and does not participate in negotiation, underwriting, capital handling, or document drafting.
Boundaries
Clay Capital Group does not raise equity, syndicate LP interests, place securities, negotiate financing terms, handle investor or borrower funds, underwrite loans, draft transaction documents, or represent either party in a transaction. The firm provides introduction and relationship-mapping services only.
Where we focus
Twin Cities
Minneapolis–Saint Paul. Home base. The firm's primary market and longest-standing principal relationships.
Atlanta
Primary corridor for sponsor-builder financing across the metro and outer-ring developments. Building partner relationships with focus on minority-led developer firms.
Dallas–Fort Worth
Trade partner referrals and selective borrower introductions. Concrete, masonry, and foundation work on capital-backed projects.
Regulatory boundaries
Clay Capital Group LLC makes introductions only. We are not a registered broker-dealer, investment adviser, municipal advisor, mortgage lender, loan originator, securities placement agent, or solicitor of securities.
We do not negotiate the terms of a financing. We do not hold or take custody of capital. We do not stand between counterparties once a direct dialogue has begun. We do not solicit, place, or distribute securities of any kind.
Builders, borrowers, and sponsors are not charged for introductions. Any compensation arrangement, when applicable, is documented in writing with the appropriate counterparty in advance of an introduction.