NORTH PEAK PARTNERS — ACQUISITION & DATA PARTNER TO CASHMAN SAM

Business funding,made easier.

Cashman Sam helps business owners check their options through one short application, then connects each qualified business with a funder suited to how it actually trades.

FREE TO CHECK · NO HARD CREDIT IMPACT · ONE MATCHED FUNDER
FUNDING MATCH
QUALIFIED ✓
APPLICATIONCOMPLETE
TRADING FIT
FUNDING RANGE
HANDOFF1 : 1
MATCH SIGNAL
ABCDEF
NORTH PEAK · CASHMAN SAMv1.0
01 — POSITIONING

Three principles.

01

Clarity before paperwork

Owners answer a short set of plain-English questions before documents or a hard credit check enter the conversation.

02

One relevant conversation

A qualified application is matched intentionally. The goal is one useful funding call, not a week of calls from strangers.

03

Built around the business

Matching looks at how a business trades today, then narrows the products and funders that fit those facts.

CLEAR INTENT · RESPONSIBLE MATCHING · MEASURABLE OUTCOMES
02 — THE MECHANISM

How it works.

OWNER INTENT IN
01

Demand starts with Cashman Sam

Business owners arrive through the Cashman Sam brand, educational content, and campaigns operated with North Peak.

OWNED BRAND · META · GOOGLE
02

Nine questions establish fit

The application captures funding need, time in business, revenue, industry, and timing in about two minutes.

TWO-MINUTE CHECK ✓
03

The right options stay in

Answers are checked against the funding panel so unsuitable products are removed before a conversation begins.

ABCDEF
04

One funder takes the call

A matched funding partner follows up with real terms. The owner can compare the option and walk away if it does not suit.

ONE MATCHED FUNDER
FUNDING MATCH OUT
02.5 — ACQUISITION

Owned demand is the engine.

North Peak operates the acquisition and data infrastructure behind the partnership. Every application begins with intent, is attributed from click to outcome, and gives the team a clearer view of which messages, products, and funding partners create useful conversations.

ACTIVE ACQUISITION CHANNELS
Meta
Google
YouTube
LinkedIn
TikTok
Meta
Google
YouTube
LinkedIn
TikTok
Meta
Google
YouTube
LinkedIn
TikTok
100%

Owned-and-operated campaigns. No purchased lead lists.

FULL-FUNNEL

Acquisition, qualification, matching, and outcomes measured together.

1:1

One qualified application routed to one relevant conversation.

03 — FUNDING OPTIONS

What owners can explore.

WC01/04

Working capital

Flexible capital for inventory, payroll, marketing, or an immediate operating need.

TYPICAL RANGE

$5K–$500K typical range

PRODUCTS

Merchant cash advance · Term loan

LC02/04

Lines of credit

Reusable access to capital for businesses managing uneven months or recurring expenses.

TYPICAL RANGE

$10K–$250K typical range

PRODUCTS

Revolving business credit

AF03/04

Asset financing

Funding tied to equipment or purchase orders that help the business take on more work.

TYPICAL RANGE

$10K–$1M typical range

PRODUCTS

Equipment · Purchase orders

RS04/04

Receivables & SBA

Options for businesses with earned invoices or the profile and time for lower-cost SBA funding.

TYPICAL RANGE

Up to 90% of invoice · $50K–$5M SBA

PRODUCTS

Invoice factoring · SBA loans

ONE APPLICATION, MULTIPLE PRODUCTS, ONLY THE OPTIONS THAT FIT.
04 — WHY THIS MODEL

A better funding introduction.

01INDUSTRY
Forty calls from one form
NORTH PEAK

One matched funder

A qualified owner is introduced intentionally instead of having their details resold across a call floor.

02INDUSTRY
Thirty to sixty days
NORTH PEAK

An answer in about a day

Most owners receive a first indication within 24 hours rather than waiting weeks for a bank decision.

03INDUSTRY
Paperwork before conversation
NORTH PEAK

No documents to start

The first check takes about two minutes. Bank statements come later, after there is genuine interest.

04INDUSTRY
Credit impact before clarity
NORTH PEAK

No hard pull to check

Exploring a match does not affect the owner’s credit score. Any later credit check requires clear permission.

05INDUSTRY
Terms hidden in jargon
NORTH PEAK

Plain English throughout

Products, repayment structures, and next steps are explained before an owner decides whether to proceed.

FIVE DIFFERENCES · ONE STANDARDCALIBRE OVER VOLUME ✓
05 — THE STANDARD

The promise we keep.

We say

"One short check. One relevant match. A clear answer either way."

ON-BRAND
We don't say

"Guaranteed approval, instant money, or every business qualifies."

OFF-BRAND
06 — CASHMAN SAM

Find out what your business could qualify for.

Checking is free, takes about two minutes, and does not trigger a hard credit pull. Cashman Sam is a matching service, not a lender, and approval is never guaranteed.