Hire the Best Commercial Lending Specialists in Austin, TX

I run Emerging Oaks Capital. Emerging Oaks specializes in private fund advisory and private fund management. I'm an investment professional with 5 years performing investment analysis covering private placement investments - examples include Private Equity, Venture Capital, Commercial Real Estate and Independent Sponsorships. I also have experience running publicly traded equity portfolios and producing expert quality research reports on target equity investments. I have clients that invest in these types of opportunities and clients that mange Funds themselves. If you need help learning how to raise capital, how to structure a fund, financial modeling, or performing diligence on an investment... I'm the perfect fit. Anything related to private investments (also known as "alternative" investments) falls within my realm of competence. A lot of these skills come from practice and cannot be taught in school. I have spent many years collecting big wins along with making mistakes and learning lessons so that you don't have to!

Who's Who in America 2026 Inductee | Capital Raise & AI Strategy | $5B+ Raised | Fractional CIO/CIIO | #1 Amazon Author OVERVIEW: I raise capital. I underwrite land and developments. I serve as Fractional CIO for commercial real estate platforms and Fractional CIIO — Chief Innovation and Investment Officer — for AI startups in PropTech, FinTech, InsurTech, and AgeTech. In 2026 I was inducted into Who's Who in America — Marquis — established 1899. This recognition is extended to fewer than 0.007% of the US population and cannot be purchased or self-nominated. It is a third party validation of a verified body of work spanning 35 years. After 35 years in capital markets — $5 billion raised and placed across office, retail, industrial, senior housing, multifamily, and institutional fund structures — I built something the industry has never seen: a proprietary AI platform that scores and matches GPs to the right LPs with institutional precision. This is capital formation executed with relationships, methodology, and technology. WHO I WORK WITH: • CRE GPs raising their first or second family office, HNW, private equity or institutional fund ($10M–$250M) • Developers and operators seeking LP equity for acquisitions or ground-up development • Family offices and PE sponsors structuring LP/GP joint ventures • AI startup founders in PropTech, FinTech, InsurTech, and AgeTech seeking Seed–Series B capital • Platforms needing a Fractional CIO (CRE) or Fractional CIIO (AI startups) I am selective by design — I only engage with opportunities I can actually close. If your project does not meet institutional standards, I will tell you directly — and tell you exactly what needs to change before we can move forward together. FRACTIONAL CIO — COMMERCIAL REAL ESTATE: Most recent engagement: Fractional CIO for Montera Partners, a Philadelphia family office — led strategic capital deployment for a Fintech AI Lending platform for which I originated the IP and built the investment framework across a diversified CRE portfolio. I bring investment strategy design, capital stack structuring, LP/GP joint venture architecture, and portfolio risk management through real market cycles — 2008, 2020, and 2022. $500M+ in term sheet fundings secured for ground-up developments in the last two years. NAIOP Office Developer of the Year — Chicago. I have navigated capital deployment through the 2008 credit crisis, the 2020 pandemic shock, and the 2022 rate environment. I know how to stress-test a portfolio, build liquidity buffers, and structure exits before the market forces them. FRACTIONAL CIIO — AI STARTUPS: For AI startups at the intersection of real estate, financial services, insurance, and aging, I serve as Fractional CIIO — bridging technology vision and capital reality. I have built proprietary AI platforms for CRE capital markets. I understand FinTech capital structures, InsurTech risk-based product models, and AgeTech from 20+ years in senior housing development and investment. As your CIIO, I lead innovation positioning, capital raise execution, and investor narrative — simultaneously. I do not just advise. I execute. My 12,500+ LinkedIn followers and 50K–100K impression posts become a direct promotional engine for your raise — building public momentum and LP awareness before the first conversation ever happens. THE VENTURA VETTING ENGINE: My flagship platform scores LP-GP investment alignment across three proprietary pillars: • Strategy Fit — Does the fund thesis match the LP's allocation mandate? • Narrative Resonance — Does the GP's story land with the LP's investment psychology? • Relationship Heat — How warm is the introduction pathway through my personal network? Every match produces a Ventura Vetting Score — a proprietary composite that tells you, before the first call, how strong the alignment is and why. This is institutional-grade matching intelligence built from 35 years of knowing what LPs actually respond to. THE BOOK — WHY IT MATTERS: In January 2026 my memoir NOT DONE YET hit #1 on Amazon in Psychoanalysis — on January 1st, the first day of the new year. LPs do not fund spreadsheets. They fund conviction and stories they believe. I have spent 35 years building those stories in rooms where the stakes were real — and I bring that same narrative authority to every capital raise I lead. The book is also the story behind the Who's Who induction. It is a near death experience survival memoir that became a #1 bestseller and a platform that reaches thousands of readers, investors, and founders simultaneously. MY CREDENTIALS: • Who's Who in America 2026 Inductee — Marquis — Est. 1899 • $5B+ raised and placed • NAIOP Office Developer of the Year — Chicago • #1 Amazon Bestselling Author — January 2026 • Fractional CIO — Montera Partners Family Office, Philadelphia Founder & CEO, Ventura Capital AI 12,600+ LinkedIn followers | 50K–100K impressions per post USC Davis School of Gerontology Austin, TX

⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 10 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Multiple recently closed personal deals with combined capital raised over $100m ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance

I bring 13+ years of experience in commercial banking, including credit review, underwriting support, and loan documentation analysis. I specialize in structured, detail-oriented work such as: • Reviewing loan files for completeness • Organizing financial documentation • Verifying required underwriting components • Basic financial statement spreading • Document checklist reconciliation • Compliance file preparation • Excel-based tracking and cleanup My approach is clear, organized, and efficient. I work well independently and am comfortable with asynchronous communication and written deliverables. If you need a dependable professional to review files, organize documentation, or ensure loan packages are complete and structured properly, I can step in and help. I am also available for proofreading, formatting, and editing work. I am available for short-term and ongoing contract work with clearly defined scope.

I provide institutional-grade underwriting and investment analysis for real estate sponsors, developers, and private investors evaluating acquisition and development opportunities. I bring direct experience on both the equity and debt sides of commercial real estate, having worked in real estate private equity and at a leading commercial mortgage lender. My background includes sourcing, underwriting, and executing transactions across a wide range of asset types and strategies, with particular depth in industrial and logistics properties, as well as experience spanning raw land, ground-up development, value-add, and stabilized assets. My work typically includes: Acquisition and development pro forma models Sources & uses, construction draws, and debt modeling Equity and promote waterfall structures Sensitivity and downside analysis Investment committee memos and LP-facing materials In addition to real estate, I also support oil & gas underwriting and valuation, including working interest, mineral, and royalty assets, drawing on hands-on experience sourcing and executing energy investments across major U.S. basins. Engagements are fixed-fee and tightly scoped, designed to deliver clear buy / pass decision support rather than generic spreadsheets. My goal is to produce work that can be confidently shared with partners, lenders, or investment committees. If you’re evaluating a deal and want underwriting that reflects how transactions are actually vetted in the market, I’m happy to discuss scope and recommend the most efficient approach.