Key Details

• Use of Proceeds: Debt refinance

• Industry: Education/Technology

• Loan Amount: $5,000,000 Private Credit

• Commission Earned: $50k

• Time to Fund: 27 days

• State: Texas

A well-established education technology company needed to refinance maturing debt tied to an earlier business acquisition. The company had strong historical revenue, stable cash flow, and more than six years of operating history—but struggled to find lenders comfortable refinancing $5M in unsecured debt within the EdTech sector.

Traditional banks were hesitant to proceed without additional collateral. The borrower had previously engaged a lender unfamiliar with private credit structures, resulting in delays and uncertainty around execution.

The Commercial Loan Broker used GlassBox Verified to verify historical cash flow, recurring revenue stability, and operational performance. GlassBox’s packaging and lender-matching workflow ensured the deal was structured specifically for private credit lenders active in education-sector refinancings.

The broker connected the opportunity with a lender whose credit box aligned with the company’s profile and refinancing objectives. The lender structured a $5M private credit facility that consolidated existing obligations and improved overall cash flow efficiency.

The deal closed in 27 days, allowing the company to stabilize its capital structure without disrupting operations. The Commercial Loan Broker earned a commission on the funded loan while maintaining full ownership of the client relationship.