Overview

A trusted capital partner for businesses and families.

Cake Shop Private Debt is a private lending platform that provides collateralized financing to lower middle market companies and to high-net-worth and ultra-high-net-worth entrepreneurial families.

Key Attributes

  • Collateralized private lending
  • Lower middle market focus
  • HNW / UHNW entrepreneurial family lending
  • Multi-industry investment platform
  • Relationship-driven approach

Built on disciplined, collateral-backed underwriting.

We serve borrowers who are building and growing enterprises across a broad spectrum of industries. Our loans are secured by tangible collateral, including business assets, real estate, equipment, receivables, and other holdings.

This collateralized approach reflects our commitment to disciplined underwriting, capital preservation, and alignment of interests between borrowers and investors.

Cross-industry experience with transaction-specific structuring.

We lend to companies and families across multiple sectors, including real estate, industrial manufacturing and services, business services, consumer products and services, financial services, technology and software services, and food and beverage.

Our cross-industry experience allows us to evaluate opportunities with nuance and to structure financings that meet the specific needs of each borrower.

Relationship-driven by design.

Cake Shop Private Debt is built on relationships. We work collaboratively with borrowers to understand their businesses, growth trajectories, and capital needs.

Our goal is to be a long-term financing partner, not a transactional lender.