Alternative Financing

Explore cutting-edge insights in Alternative Business Finance

Market Dynamics & Strategy

Blackstone, Cliffwater Cap Exits as Lending Falls 40%

Jun 6, 2026

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8 min read

Blackstone, Cliffwater Cap Exits as Lending Falls 40%

The first symptom is a reporting ask, not a repricing.

Jordan Hansen

Market Dynamics & Strategy

Deposit-Funded Fintechs Move to Undercut Alt Lenders

Jun 4, 2026

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9 min read

Deposit-Funded Fintechs Move to Undercut Alt Lenders

LendingClub funds $10.2B in deposits at 6.28% margin

Jordan Hansen

Alternative Financing

Axiom Tests Bank Speed In SMB Credit Fight

Jun 2, 2026

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7 min read

Axiom Tests Bank Speed In SMB Credit Fight

Bank Intake Is Coming For Cleaner SMB Files

Jordan Hansen

Market Dynamics & Strategy

May 30, 2026

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8 min read

BDC Marks Flash A Cash-Yield Warning

Warehouse lenders may tighten pool eligibility next

Jordan Hansen

Alternative Financing

Banks Push $300B Into Private Credit Leverage

May 28, 2026

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7 min read

Banks Push $300B Into Private Credit Leverage

Why warehouse haircuts are the real read for MCA shops

Jordan Hansen

Regulatory Technology [RegTech]

OCC Hits CFSB With BSA/AML Consent Order

May 26, 2026

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8 min read

OCC Hits CFSB With BSA/AML Consent Order

Bank reviews may hit ACH, KYB, brokers, and renewals

Jordan Hansen

Market Dynamics & Strategy

EverBank Dispute Precedes American Tool Ch. 11 Filing

May 23, 2026

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7 min read

EverBank Dispute Precedes American Tool Ch. 11 Filing

Fast lenders need a four-hour bankruptcy response protocol

Jordan Hansen

Alternative Financing

FundCanna Secures $60M for Cannabis Lending

May 21, 2026

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8 min read

FundCanna Secures $60M for Cannabis Lending

$40B AUM backer, unnamed. The caveat is the point. $75M total capital.

Jordan Hansen

Market Dynamics & Strategy

NewFed Cuts Loan Cycle 6 Days With AI File Prep

May 19, 2026

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8 min read

NewFed Cuts Loan Cycle 6 Days With AI File Prep

Throughput rose 35% without adding fulfillment headcount

Jordan Hansen

Market Dynamics & Strategy

HSBC Pauses $4B Private Credit Push, FT Reports

May 16, 2026

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17 min read

HSBC Pauses $4B Private Credit Push, FT Reports

FSB, Bowman, HSBC align. Watch CLO senior spreads.

Jordan Hansen

Alternative Financing

Truist, Medalist Back Credibly's $260M Debt Refi

May 14, 2026

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13 min read

Truist, Medalist Back Credibly's $260M Debt Refi

Securitization plus warehouse plus mezz refi. Allocation TBD.

Jordan Hansen

Market Dynamics & Strategy

Bowman: Capital Rules Pushed $1.4T to Nonbanks

May 12, 2026

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14 min read

Bowman: Capital Rules Pushed $1.4T to Nonbanks

What the 65% risk weight does to your 2027 line renewal?

Jordan Hansen

Alternative Financing

OppFi Pays $130M for BNC Charter at 11.8% of Assets

May 5, 2026

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15 min read

OppFi Pays $130M for BNC Charter at 11.8% of Assets

Third Charter Race Filing in 60 Days. Cheapest of 4 Fintech-Bank Buy

Jordan Hansen

Alternative Financing

PNC Books $7B in Direct Lending to Private Credit Firms

Apr 16, 2026

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10 min read

PNC Books $7B in Direct Lending to Private Credit Firms

Warehouse sponsors downstream of PNC face Q3 repricing

Jordan Hansen

Alternative Financing

Blue Owl, Stone Ridge Cap Withdrawals; MS: 8% Default

Apr 11, 2026

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21 min read

Blue Owl, Stone Ridge Cap Withdrawals; MS: 8% Default

SEC may move on semi-liquid fund structure next.

Jordan Hansen

Alternative Financing

Roglieri Gets 97 Months; NACLB Canceled for 2026

Apr 7, 2026

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18 min read

Roglieri Gets 97 Months; NACLB Canceled for 2026

1 victim paid $6M in ICA fees. $55M Judgment, 3 Guilty Pleas.

Jordan Hansen

Alternative Financing

Barclays Cuts ABL After $800M in Double-Pledging Losses

Mar 28, 2026

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16 min read

Barclays Cuts ABL After $800M in Double-Pledging Losses

Atlas SP, Barclays, Fifth Third: same fraud, same blind spot

Jordan Hansen

Alternative Financing

Stone Ridge Gates LENDX as 50% of Fintech Loans Go Under

Mar 24, 2026

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19 min read

Stone Ridge Gates LENDX as 50% of Fintech Loans Go Under

Block and Stripe merchant loans now in a freezing fund

Jordan Hansen

Alternative Financing

JPMorgan Cuts $300B Lending Pipeline to Credit Funds

Mar 19, 2026

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23 min read

JPMorgan Cuts $300B Lending Pipeline to Credit Funds

Default rates sit at 5.8% now. Morgan Stanley's ceiling is 8%.

Jordan Hansen

Alternative Financing

Shopify Quietly Funded $6.7B in Merchant Loans Last Year

Mar 17, 2026

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19 min read

Shopify Quietly Funded $6.7B in Merchant Loans Last Year

Block's commercial book grew 75%. No broker touched a deal.

Jordan Hansen

Alternative Financing

JPMorgan, Pimco Converge on Private Credit's Bad Underwriting

Mar 12, 2026

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18 min read

JPMorgan, Pimco Converge on Private Credit's Bad Underwriting

JPM's $22.2B exposure just got a haircut. Count your layers.

Jordan Hansen

Alternative Financing

BlackRock, Blackstone, Blue Owl All Gated the Same Quarter

Mar 10, 2026

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20 min read

BlackRock, Blackstone, Blue Owl All Gated the Same Quarter

KKR, Carlyle, BlackRock BDCs Are Cutting Dividends in Q1 2026

Jordan Hansen

Alternative Financing

OppFi Defeats DFPI in California True Lender Ruling

Mar 5, 2026

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16 min read

OppFi Defeats DFPI in California True Lender Ruling

Five factors courts now use to validate your structure

Jordan Hansen

Alternative Financing

3rd Double-Pledging Fraud Hits Apollo, Barclays, Wells

Mar 3, 2026

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19 min read

3rd Double-Pledging Fraud Hits Apollo, Barclays, Wells

Barclays lost $800M. Expect tighter warehouse covenants.

Jordan Hansen

Alternative Financing

Marathon's Richards: 10x Software Leverage Will Break

Feb 28, 2026

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17 min read

Marathon's Richards: 10x Software Leverage Will Break

$12.7B BDC maturity wall in 2026: The capital supply chain threat most lenders are ignoring

Jordan Hansen

Alternative Financing

Blackstone, Cliffwater Cap Exits as Lending Falls 40%

Deposit-Funded Fintechs Move to Undercut Alt Lenders

Axiom Tests Bank Speed In SMB Credit Fight

BDC Marks Flash A Cash-Yield Warning

Banks Push $300B Into Private Credit Leverage

OCC Hits CFSB With BSA/AML Consent Order

EverBank Dispute Precedes American Tool Ch. 11 Filing

FundCanna Secures $60M for Cannabis Lending

NewFed Cuts Loan Cycle 6 Days With AI File Prep

HSBC Pauses $4B Private Credit Push, FT Reports

Truist, Medalist Back Credibly's $260M Debt Refi

Bowman: Capital Rules Pushed $1.4T to Nonbanks

OppFi Pays $130M for BNC Charter at 11.8% of Assets

PNC Books $7B in Direct Lending to Private Credit Firms

Blue Owl, Stone Ridge Cap Withdrawals; MS: 8% Default

Roglieri Gets 97 Months; NACLB Canceled for 2026

Barclays Cuts ABL After $800M in Double-Pledging Losses

Stone Ridge Gates LENDX as 50% of Fintech Loans Go Under

JPMorgan Cuts $300B Lending Pipeline to Credit Funds

Shopify Quietly Funded $6.7B in Merchant Loans Last Year

JPMorgan, Pimco Converge on Private Credit's Bad Underwriting

BlackRock, Blackstone, Blue Owl All Gated the Same Quarter

OppFi Defeats DFPI in California True Lender Ruling

3rd Double-Pledging Fraud Hits Apollo, Barclays, Wells

Marathon's Richards: 10x Software Leverage Will Break

Beyond Banks

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