June 3, 2018

NEW YORK, NY – Strategic Funding, a leading provider of financing to small and medium-sized businesses, today announced that it has closed the issuance and sale of $105 million of fixed-rate, asset-backed notes in a 144a private securitization. The facility has a 3-year revolving period, a 5-year legal final, and is expandable to $500 Million. The notes were issued from a wholly-owned subsidiary of Strategic Funding, SFS Asset Securitization LLC, and consist of four classes. The senior class of notes has a rating of “A- (sf)” by Kroll Bond Rating Agency (KBRA). Guggenheim Securities served as sole structuring advisor and sole initial purchaser of the notes.

“The securitization will give us enhanced flexibility allowing us to continue our rapid growth while providing superior financing products to small businesses,” said Andrew Reiser, Chief Executive Officer at Strategic Funding. “It is a confirmation of our business model and maturity.”

The securitization represents Strategic Funding’s first asset-backed securities issuance since the company’s inception in 2006. The notes are secured by a pool of loans and revenue-based financing agreements to small- and medium-sized businesses. This new facility will enable Strategic Funding to expand its operations, while broadening its portfolio of financing products for small and medium-sized business nationwide.

“The tech-enabled small business financing space is rapidly innovating to reach a broader group of credit-worthy businesses. This securitization – and the interest we have seen from top-tier investors – demonstrates that with the processes we have established, revenue-based financing can be a reliable asset class for investors,” said Strategic Funding’s Chief Operating Officer, Benjamin Johnston.

About Strategic Funding

Founded in 2006 and headquartered in NYC, Strategic Funding has been recognized by customers and the industry as one of the most reliable and respected names in small business financing. With flexible financing options, we provide small businesses with the working capital they need to take advantage of opportunities and grow. To learn more, visit www.sfscapital.com

The notes are not registered under the United States Securities Act of 1933, as amended (the “Securities Act”), or any state securities laws, and may not be offered or sold in the United States absent registration or an applicable exemption from, or a transaction not subject to, registration requirements. The notes were offered only to qualified institutional buyers under Rule 144A and to persons outside the United States pursuant to Regulation S under the Securities Act. This press release shall not constitute an offer to sell, or the solicitation of an offer to sell the notes, nor shall it constitute an offer, solicitation or sale in any jurisdiction in which, or to any person to whom, such an offer or solicitation or sale is unlawful.

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January 5, 2017

NEW YORK, NY – Strategic Funding Source, Inc., today announced that it has entered into an agreement to integrate the United States operations of Capify into its adaptive proprietary operating platform. Both Strategic Funding and Capify have been providing non-bank financing options to small and mid-size businesses for over a decade. This integration enables Strategic Funding to expand its US operations by marketing to and providing capital to existing Capify customers who will, upon renewal of existing merchant cash advances or business loans, become part of the Strategic Funding family of customers.

“We are very pleased to have put together a deal with Strategic Funding that will provide our customers a future source of important capital. As a company that shares our values of providing simple, transparent and responsible access to capital for small and mid-sized businesses, it was a logical transition,” said David Goldin, Founder and CEO of Capify.

As part of the transition, many of Capify’s New York-based employees will become part of the larger and growing family of employees at Strategic Funding. The transition also allows Capify’s existing U.S. clients and partners the opportunity to take advantage of a larger variety of financing options, while still benefitting from the same standards of transparency and integrity that they have come to expect from Capify.

“It is rare that two companies in the same industry can come together and craft a synergistic deal that serves the best interests and strategies of each – but this integration does just that,” stated, Andy Reiser, CEO of Strategic Funding. “We have been friends of David and Capify for many years and have collaborated on and co-invested in the financing of many businesses over the years. We share the same focus on technology and quality underwriting that our customers, partners and the financial industry have come to expect from us. This transaction only strengthens the relationship between the two organizations.”

ABOUT STRATEGIC FUNDING

Founded in 2006 and headquartered in NYC, Strategic Funding has been recognized by customers and the industry as one of the most reliable and respected names in small business financing. With flexible financing options, we have provided over 35,000 small businesses with the working capital they needed to take advantage of opportunities and grow. To learn more, visit www.sfscapital.com.

October 3, 2014

NEW YORK, NY – Strategic Funding Source, Inc., a New York City-based provider of financing options to small and midsize businesses (SMB), today announced that Ben Johnston has joined the company as Head of Strategy and Corporate Development.

In his role, Johnston will be responsible for all aspects of the company’s strategic and organizational objectives, including the planning, communicating, implementing and monitoring of strategy plans and initiatives. He will report to Strategic Funding Source Chairman and CEO Andrew Reiser.

Johnston brings immense finance experience to Strategic Funding Source, previously serving as a principal at Pine Brook, a New York-based private equity firm specializing in energy and financial services. Strategic Funding Source is a portfolio company of Pine Brook, which recently provided capital to promote the company’s future growth. At Pine Brook, Johnston sourced, evaluated and managed investments in the specialty finance, banking and insurance sectors, with a particular focus on small business lending. Before joining Pine Brook, Johnston held positions at Lightyear Capital and PaineWebber, Inc.

“We are excited to welcome Ben to the Strategic Funding Source team and look forward to his contributions to the company,” said Reiser. “He brings vast knowledge and experience within the small business space from his time at Pine Brook, and will be a great asset as we continue to grow in the industry.”

Johnston received his M.B.A. from the University of Michigan’s Ross School of Business and his B.A. from Colby College.

About Strategic Funding Source, Inc.

Strategic Funding Source finances the future of small businesses utilizing advanced technology and human insight. Established in 2006, the company is headquartered in New York City and maintains regional offices in Virginia, Washington state, and Florida. The company has served thousands of small business clients across the U.S. and Australia, having financed over $700MM since inception. Visit www.sfscapital.com to learn more about Strategic Funding Source, its financing products and partnership opportunities.