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Private credit exposure through structured revenue-based financing

The Yorktown Essex Fund offers professionally managed access to an underserved segment of the private credit market — providing structured downside protection with risk-adjusted return potential.

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Why revenue-based private credit

Market Inefficiency

Growth-stage companies with strong recurring revenue are systematically underserved by traditional lenders. Banks require hard assets or years of operating history. Venture capital demands equity. The gap between these creates a structural opportunity for disciplined private credit.

Founder Demand

The market for non-dilutive capital is growing rapidly. Founders increasingly seek alternatives to equity financing, particularly for bridging between rounds, funding specific growth initiatives, or accelerating revenue without surrendering ownership.

Risk-Adjusted Returns

Revenue-based structures create natural downside protection. Repayment is tied directly to business performance, providing built-in alignment. When combined with rigorous underwriting, the result is an attractive risk-return profile.

Structural Protections

Each advance is structured with covenants, revenue monitoring, and priority positioning. The fund's diversified approach across industries and company stages further mitigates concentration risk.

Disciplined allocation framework

Target Industries

SaaS, subscription commerce, and e-commerce businesses with recurring revenue and scalable models.

Deal Size

Individual advances from $25K–$1M, structured as renewable 6-month terms with revenue-aligned repayment.

Diversification

Portfolio construction emphasizes sector, geography, and company-stage diversification to manage concentration risk.

Target Portfolio Allocation

SaaS / Software
45%
Subscription Commerce
30%
E-Commerce
20%
Other Recurring
5%

Institutional-grade underwriting discipline

Underwriting Criteria

Every opportunity undergoes rigorous analysis of revenue quality, customer concentration, churn metrics, gross margins, and cash flow sustainability before any capital is deployed.

Covenant Structure

Advances are structured with financial covenants tied to revenue performance, reporting compliance, and operating metrics. Early warning triggers enable proactive portfolio management.

Monitoring & Reporting

Portfolio companies provide monthly reporting on key performance indicators. The fund maintains active oversight through recurring reviews and real-time revenue monitoring.

Loss Mitigation

Structural protections including revenue-priority positioning, capped repayment terms, and diversified portfolio construction provide multiple layers of downside mitigation.

Experienced team, aligned incentives

SI

Steve Iskander

General Partner

Founder of Intrepid Finance, focused on providing fast, flexible, non-dilutive capital solutions to growth-stage companies. Also founded Masik Management Group, a holding company that starts, acquires, and scales high-potential businesses. Has led multiple ventures through successful exits.

JH

Jordan Howard

General Partner

Nine years of business banking experience before transitioning to VP of Finance at Fitzmark, guiding growth from $15M to over $100M. Former VP and first equity partner at ShipSigma, scaling from $500K to $17M in four years and leading a $7M debt/equity deal with Emigrant Capital.

Underwriting & Pipeline Technology
Powered by Intrepid Finance

Yorktown Essex's deal pipeline and underwriting is powered by Intrepid Finance's proprietary origination platform — screening applications monthly, scoring on revenue quality, churn, margins, and cash coverage to surface the highest-quality opportunities.

Explore the opportunity

Structured private credit with institutional rigor and founder alignment.

This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only by means of a confidential private placement memorandum and other applicable documentation. Past performance is not indicative of future results. Investment involves risk, including the possible loss of principal.