The Harold Louis Group

The Harold Louis GroupThe Harold Louis GroupThe Harold Louis Group

The Harold Louis Group

The Harold Louis GroupThe Harold Louis GroupThe Harold Louis Group
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Ready to make Better investment decisions?

Ready to make Better investment decisions?Ready to make Better investment decisions?Ready to make Better investment decisions?

Independent, Un-biased Analysis for Capital Allocators that Improve Your ROI

Contact Us

Ready to make Better investment decisions?

Ready to make Better investment decisions?Ready to make Better investment decisions?Ready to make Better investment decisions?

Independent, Un-biased Analysis for Capital Allocators that Improve Your ROI

Contact Us

What we do for Investors & Lenders

Investment Due Diligence

Lenders

We review current loan opportunities and provide a written analysis and decision recommendation.

Startup Investors

We perform due diligence on current investment opportunities and provide you with our analysis of the opportunity.

Private Equity

We perform due diligence on current investment opportunities and provide you with our analysis of the opportunity.


Portfolio Analysis

Establish Processes

Looking to establish in-house underwriting processes? We can help you establish those processes and procedures.

Portfolio Review

We review your current portfolio for risk exposure and to ensure decisions that are consistent with your criteria.

Process Improvement

We will review your existing underwriting and stakeholder management to make process improvement suggestions. 

What we do for companies raising capital

Fundraising

Debt

Whether for acquiring real estate, working capital, or SBA-backed loans, we can leverage our vast network of lenders to help you find capital. 

Equity

Leveraging our investor network we can make introductions to investors that make sense for your business.

Investor-Ready Review

We will review your current position and make recommendations to improve your fundraising activities. 

Need a business plan or pitch deck?

Whether you need a business loan or startup funding from investors, you will need the right documentation. We can help with that as well! Click the button below to learn more.

Find out more

About Us

Our Legacy

A Proven Approach

A Proven Approach

The Harold Louis Group is the holding company for the Patrick family office.


The company is named after our family members, 4x Harolds and a Louis.

A Proven Approach

A Proven Approach

A Proven Approach

Our due diligence processes for investors and lenders follow industry-standard best practices built and tested over decades. 


We have been involved in hundreds of millions of dollars in capital allocations. 

Why Us?

A Proven Approach

Why Us?

We've been in your shoes.


Our team is made up of C-level banking executives, as well as business entrepreneurs and startup founders. 


Plus, we have a vast network of capital allocators.



Contact Us

Feel free to send us an email but clicking on the button below.

Drop us a line!

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