Our Approach
Ovation provides capital and operational oversight to specialty finance companies that are currently underserved by institutional capital sources such as banks.
Our Approach
Ovation provides capital and operational oversight to specialty finance companies that are currently underserved by institutional capital sources such as banks.
Investment Approach
We believe that providing capital to a vetted network of specialty finance companies reduces risk through substantial diversification.
Our stringent underwriting process emphasizes underlying asset performance, stress testing, sensitivity analysis, tail-risk mitigation, and management team assessments.
Initial Investment Analysis
  • Pre-funding collateral field exam and/or independent appraisal
  • Historical asset/company performance
  • Scenario forecasting/modeling/stress testing
  • Background checks
  • Reference checks
  • Regulatory compliance review
Ongoing Investment Monitoring
  • Monthly financial, collateral, and covenant analysis
  • Monthly cash reconciliation
  • Monthly check-ins with borrowers
  • Quarterly portfolio review
  • Recurring collateral field exams or updated appraisals
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Securities offered through Britehorn Securities, A Registered Broker Dealer (member www.finra.org www.sipc.org)

1401 Lawrence St, Suite 1600, Denver, CO 80202. 720-465-5305. www.britehornsecurities.com. Britehorn Securities and Ovation Partners are Not Affiliate Entities.