Capital expertise
behind your name.
A private capital-placement resource built for CPAs, accountants and trusted advisors. Sierra structures and manages each request with institutional discipline—while you remain at the center of the client relationship.
Simple by design
Submit the basics in minutes. We request only what the selected product requires.
Human-led
A dedicated capital advisor reviews every file and communicates directly.
Built on trust
Protected relationships, transparent status updates and no client poaching.
One relationship.
Every serious solution.
You do not need to diagnose the perfect product. Share the objective and the file; our capital desk determines, structures and manages the strongest path.
Government Contract Funding
Mobilization, payroll, receivables and purchase-order support.
Typical package: Award notice, contract, A/R agingStart referral →▦Invoice Factoring
Unlock working capital tied up in business or government receivables.
Typical package: A/R aging, invoices, customer listStart referral →◇SBA Financing
Longer-term capital for acquisitions, expansion, refinancing and real estate.
Typical package: Tax returns, debt schedule, financialsStart referral →▤Business Line of Credit
Flexible revolving capital for operating needs and growth.
Typical package: Statements, financials, applicationStart referral →⌂Commercial Real Estate
Bridge, conventional, DSCR, construction and investment property solutions.
Typical package: Rent roll, P&L, property detailsStart referral →RBFRevenue-Based Financing
Fast working capital based on consistent business revenue.
Typical package: Recent bank statements, applicationStart referral →Institutional execution.
Personal accountability.
Your reputation is attached to every introduction. Ours should be too.
When your clients need capital, your answer should never be a referral into the unknown. Sierra gives you a private capital desk built to protect your relationship, execute with authority and turn every qualified introduction into measurable value—for your client, your firm and your revenue.
JASON SIERRAFounder, Sierra Capital Advisory
A division of Sierra Marketing, Inc. · Established 2017