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Notes on Specialty Finance


How I view the SBA 100% rule and its impact on immigrant founders
I break down the recent SBA 100% rule change that excludes green card holders from traditional loans and explore the non-bank funding alternatives I see filling the void.
Jun 52 min read


Top 5 industries pulling non-bank capital in Q1 2026
I pulled the Q1 numbers this week. Five sectors are leading non-bank capital demand across the country, and they're the same five sitting on my desk most days. Here's what I see when I read these files.
May 51 min read
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