Everything you need to know about the Capital Intelligence Method™, our advisory services, and how we help businesses position themselves for institutional capital.
True Level Advisory is a Strategic Capital Advisory firm. We help small and medium-sized businesses optimize their Capital Architecture using the Capital Intelligence Method™ (CIM). We analyze your functional metrics—CCC, WCC, and NWC—to identify liquidity traps and position your business for institutional capital.
No. We are an advisory firm. We do not lend money, broker loans, or earn commissions or referral fees of any kind from lending partners. We are paid directly by you for our advisory work. This eliminates conflicts of interest and ensures our allegiance is entirely yours.
Yes. If you choose to proceed to a full advisory engagement, and once your Capital Architecture is properly documented, we can make a warm introduction to our funding partner(s) and their institutional lending network. We do not participate in the lending transaction.
We provide remote-first advisory services to businesses across all 50 U.S. states. Our methodology applies to any industry, though it is particularly effective for B2B services, manufacturing, wholesale, transportation, and healthcare businesses that have significant working capital cycles.
The Capital Intelligence Method™ is our proprietary framework for evaluating a business the way an institutional lender does. Instead of relying solely on EBITDA, we analyze your functional metrics: the Cash Conversion Cycle (CCC), Working Capital Cycle (WCC), and Net Working Capital (NWC).
Lenders use EBITDA to size a deal, but repayment comes from cash. A business can have strong EBITDA but fail to secure capital because its working capital cycle is broken. We focus on the functional metrics that reveal your true liquidity position and borrowing base.
The CIR is a custom, institutional-grade assessment of your business. For a flat fee of $97, we calculate your exact Borrowing Base, analyze your capital cycles, and identify the right capital instruments for your profile. If you proceed to a full advisory engagement, the $97 is applied in full toward your advisory fee.
Our AI-powered support is available 24/7 to answer questions about the Capital Intelligence Method™, explain our advisory services, and guide you toward the right resources (like the Blueprint or the CIR). They provide instant answers and seamless handoffs to human advisors.
Yes. When you engage us for an assessment, you upload documents via a secure, encrypted portal. All files are encrypted in transit and at rest. Your documents are reviewed solely for the purpose of your advisory assessment and are never shared with third parties without your explicit consent.
Start with the free Borrowing Base Blueprint, or get your custom Capital Intelligence Report today.