Flatbay's client is a healthcare provider that specializes in holistic medicine. This medical facility aims to change patients' overall lifestyles and eating habits. Though based in Houston, it has impacted lives state-wide.

The Situation: In 2010, the founder created a small restaurant to offer healthier food options to in-house and returning patients, but it never made a significant profit. So, between 2022 and 2023, the company reinvested income from its wellness practice into branding for the holistic clinic and restaurant.

During that time, the company suffered steep losses. Though the investment eventually paid off, their financial history closed the door on conventional banking.

Seeking a flexible solution, they were referred to Flatbay Capital’s BDO, Vivian Thompson.

The Solution: Flatbay Capital provided a $1.2MM CRE line to pay off existing debt and the remaining proceeds were made available to the client for working capital.

“I am very proud that we are able to tailor our products and services to the client and meet them where they are,” says Vivian. “Going forward, the healthcare provider will lower marketing expenses to a steady level and increase employment levels as needed as they continue to grow.”