Strategic Planning

Westporte Capital can help your team develop an effective strategy to meet your longterm goals.  Westporte will analyze where you currently are and where you want to be.  We will then customize a plan for you to reach these goals, while providing benchmarks and milestones along the way so you can ensure you are on the right path.  As part of our strategic plan we can review your capitalization strategy and offer suggestions on how to best fund your longterm vision.  In addition to this we can provide market research and advise on expansion into new areas.


Process and procedures

The toughest question a loan fund faces is whether they are properly staffed for both today and as well as the future. Westporte has experience helping various size CDFIs work through these issues, as well as running back offices for community banks. 

Westporte Capital can provide a review of your current staffing model and offer suggestions on how to streamline and operate your back office more efficiently.  Westporte can also provide development of comprehensive loan policies, risk rating matrixes, underwriting and credit analysis templates to ensure your organization is making sound loans and mitigating losses.


Staff development and culture

Westporte Capital can provide training to various staff members from Executive Managment to Lenders, Underwriters and back office support.  In addition, Westporte can analyze your company's current culture and recommend initiatives to build a culture of inclusiveness, creativity and engagement, leading to happier, more committed employees and thus reducing turnover. Westporte is a firm believer in "culture trumps the best laid plans every day of the week."  Let us help you build your culture.


Westporte Capital is pleased to announce its new partnership with Back of the House Solutions.  Back of the House can act as your outsource back office provider for your entire operation, or for indivual componets such as contract underwriting.  More information on BotHS can be found by following the link below: