The Portfolio Case
Every business loan in your book has a succession risk attached to it.
When a business owner client transitions without preparation, your loan exposure changes overnight. The buyer may renegotiate, refinance with a competing institution, or in the worst case, default during the chaos.
Owners who arrive at transition prepared are owners who close cleanly. Their loans get paid, their successors stay in your portfolio, and your relationship survives the most consequential financial event in the client’s life.
How Deployment Works
01
Identify owner clients with transition exposure
Most lenders have between 30 and 200 small business owner relationships at any time. Each one represents potential succession risk.
02
Co-branded deployment
Your name, your brand, your client outreach. Due Dilly is the platform; you are the trusted partner who introduced it.
03
Owners complete structured preparation
7 lessons covering valuation, deal structure, and the documentation a buyer expects. Fully self-paced.
04
You receive the readiness signal
When an owner completes preparation, you know. When they receive an offer, you know. You stay in the loop without managing the work.
Deployment
Built to fit the size of your portfolio.
From the Founder
“I spent years on the PE buy side watching owners arrive at the deal table unprepared. The lender almost always carried the largest piece of that risk. Due Dilly is built so lenders see succession exposure early, before it becomes a workout file.”
Kekama Tuiofu
Founder, Due Dilly · Anchorage, Alaska