Medical Care Expansion
Case Overview
Reason: Operating Expenses
Funding Amount: $15,000
Approval: $15,000
Industry: Medical Care
Use of Funds: Growth Stability
Program Type: Working Capital
The Story
Matthew Schweri, the Director of Revenue Operations’s sits down and discusses how he was able to help his longtime client secure funding for his new business through Capital Infusion’s in-house lender through his continued relationship. Schweri dives into his history with this client, the new company the client has started, and how Capital Infusions ' house lenders were able to fund him.
The Details
The Client
The client owns a home medical business based in Virginia.
He has been working with Capital Infusion for over 3 years.
When he first came to Capital Infusion, his monthly revenue ranged from $30,000 to $50,000.
Over time, the client’s revenue has grown to over $200,000 per month.
He has consistently used alternative funding from Capital Infusion to support his business growth.
The Situation
The client recently decided to expand into a new state and start a second business.
He contacted Capital Infusion for funding to support this new business venture.
Although the new business was only 6–8 months old and not yet financially strong enough to qualify on its own, the client came to us based on his strong track record with his original business.
The Solution
Capital Infusion reviewed the client’s new business file and initially offered a small deal due to weaker standalone financials.
The head underwriter recognized the client’s name, remembered the success and consistency of his first business, and decided to override the junior underwriter’s decision.
Based on the strength of the relationship and the client’s proven reliability, Capital Infusion approved a deal for the new business, even though it wouldn’t normally qualify on paper.
This decision was made because of the trust, performance history, and long-term relationship built over several years.
The funding demonstrates how Capital Infusion makes relationship-based decisions, rather than just number-based ones.