Decision Pipeline
Deal Pipeline
17 deals across 4 governance stages — each carrying an authority-enforced decision record
Draft: 5Approved: 5Closed: 3Declined: 4
Deal
Borrower
Product / Purpose
Amount
DSCR
Stage
Policy
Summit Outdoor Supply Revolver
Apr 12, 2026
Summit Outdoor Supply
Revolver
Working Capital Revolving Credit Facility For Seasonal Inventory Purchases
$850K
—
Draft
—
Coastal Hospitality Renovation
Apr 12, 2026
Coastal Hospitality Group
Cre Loan
Full Renovation And Rebranding Of 112-Room Oceanfront Hotel; Flag Affiliation Pending
$7.5M
—
Draft
—
Volunteer Storage Phase I
Apr 12, 2026
Volunteer Self-Storage Partners
Cre Loan
Ground-Up Construction Of Climate-Controlled Self-Storage Facility, Phase I (180 Units)
$4.2M
—
Draft
—
Cumberland Regional Term Facility
Apr 1, 2026
Blue Ridge Fabrication
Term Loan
Business Acquisition
$12.0M
—
Draft
—
Cumberland Regional Term Facility
Apr 1, 2026
Blue Ridge Fabrication
Term Loan
Business Acquisition
$12.0M
—
Draft
—
Apex HVAC Expansion
Apr 12, 2026
Apex Mechanical Services
Term Loan
Equipment Acquisition And Facility Expansion For HVAC Contractor Growth
$2.9M
—
Approved
—
Cedar Ridge Dental Acquisition
Apr 12, 2026
Cedar Ridge Dental
Term Loan
Acquisition Of Established Dental Practice — 3-Chair Clinic, Full Patient Roster Transfer
$1.1M
—
Approved
—
Appalachian Fleet Expansion Loan
Mar 22, 2026
Appalachian Logistics
Equipment Loan
Equipment Purchase
$1.8M
2.02x
Approved
Pass
Summit Mixed-Use Acquisition Loan
Mar 22, 2026
Summit Commercial
Term Loan
Real Estate Acquisition
$3.5M
1.81x
Approved
Pass
Lakefront Storage Facility Term Loan
Mar 22, 2026
Lakefront Storage
Term Loan
Refinance
$4.2M
2.82x
Approved
Pass
Volunteer Storage Acquisition Term Loan
Mar 22, 2026
Volunteer Storage
Term Loan
Real Estate Acquisition
$1.9M
2.78x
Closed
Pass
Cascade Medical Practice Acquisition Loan
Mar 22, 2026
Cascade Medical
Term Loan
Business Acquisition
$2.5M
3.51x
Closed
Pass
Meridian Equipment Term Loan
Mar 22, 2026
Meridian Industrial
Equipment Loan
Equipment Purchase
$3.2M
3.22x
Closed
Pass
Red River Fleet Equipment
Apr 12, 2026
Red River Logistics
Equipment Loan
Acquisition Of 8-Unit Commercial Truck Fleet For Regional Freight Expansion
$1.9M
—
Declined
—
Valley Ridge Equipment & Operations Loan
Mar 24, 2026
Riverside Industrial
Term Loan
Business Acquisition
$1.5M
—
Declined
incomplete
Blue Ridge Equipment Replacement Loan
Mar 22, 2026
Blue Ridge Fabrication
Equipment Loan
Equipment Purchase
$1.4M
1.74x
Declined
Fail
Coastal Restaurant & Event Venue Loan
Mar 22, 2026
Coastal Hospitality
Term Loan
Expansion
$2.2M
1.31x
Declined
Fail