

Date: Thursday, July 2, 2026
Time: 2:00 PM EST I 1:00 PM CST | 11:00 AM PST
In this 40-minute educational session, we will peel back the curtain on how first-lien private lending actually operates, what protects your principal, and how to evaluate any debt fund’s risk profile under the hood. Co-founders Haydynn Fike and Dan Beaulieu will also be answering your questions live during an open Q&A at the end.
What you'll learn:
The 1 Question That Defines Risk: Why evaluating a debt fund by its headline return is the most expensive mistake in private lending—and the single question you must ask to evaluate a sponsor’s worst-case default plan.
The 6 Non-Negotiable Structural Guardrails: A line-by-line breakdown of the 6 core disciplines (from 1st lien position to $25k/50% rehab cash reserves) that protect investor principal before a single dollar is deployed.
Why Borrower Liquidity Beats Credit Score: How continuous, real-time reserve tracking (via Plaid) eliminates the #1 cause of loan defaults before it stalls a project.
Radical Transparency vs. Table Stakes: Why conservative underwriting is just table stakes—and how monthly, loan-level disclosure creates a long-term moat for capital preservation.