Point Financial, Inc. (PFI) is an industry leader in the venture lending market, offering unique growth capital and financing solutions for emerging market companies. Although we’re agnostic in our investment philosophy, we have current and active experience within the technology, life science, cleantech, energy, gig economy, agtech and healthcare service industries.
For over twenty-five years, PFI has managed lease financing, investment banking, venture equity and venture debt investments, combining for a total of over $275,000,000 in capital deployment to date.
“Since their inception, Wallace, Plese + Dreher has proudly served as Point Financial’s accountants and consultants. Both of our firms share the common goal of providing exceptional service and customized solutions. Successful long-term relationships are a mark of business integrity. Point’s management provides financing solutions to specific customer needs, while protecting their investors and financing partners. By choosing Point Financial, our Firm is confident that they will deliver while offering creative and flexible value-added solutions”.
– Mark Dreher, Principle and CPA with Wallace, Plese + Dreher
“During a period of time when our company was rapidly expanding, Point Financial was able to provide us with the crucial strategic capital necessary to us in reaching critical milestones prior to our next round of equity funding. Having the support of PFI has proven to be invaluable, we are happy to endorse both their team as well as their process and we look forward to continuing our work together.”
-Don Glidewell CFO, Marrone Bio Innovations (Client)
“Point Financial has been providing lease equipment financing to our businesses since 2004. Michael J. O’Malley has an efficient and effective team that has provided us with over $25 million in creative lease structures that has allowed our company to meet our growth objectives. In addition, they played a critical role in working with various state taxing agencies in recouping overpaid sales tax and fees. There professionalism has always been of the highest quality and I would not hesitate to recommend Point Financial to any company looking for alternative financing.”
-Tim Medina CFO, U.S. TelePacific Corp. (Client)