Owner and Founder
Credas Advising Solutions
Danais Perez brings her own brand of expert investment know-how and banking experience to business owners to help them secure, structure and negotiate financing.
Her mission at Credas is to provide proficient advice to complement business owners’ passions and unique knowledge in a way that is effective, favorable and conducive to their vision and accomplishment of their goals. She leverages 25 years of banking experience, her impeccable reputation and substantial lender relationships to help her clients succeed.
Danais accomplishes this by going through five steps with business owners.
“First, I help them prepare,” she says. “An initial meeting is set up to understand the company structure and owner’s goals, as well as to review financial documents, assess the company’s financial condition, and discuss possible solutions, processes and time frame.”
From there, Danais identifies the most suitable lender for the specific project type, manages the credit process, negotiates terms and performs due diligence in addition to planning the closing.
Through her company, Credas, Danais brings a new approach to borrowing for businesses—one that removes the uncertainty and frustration that many entrepreneurs feel when approaching their bank. Her clients take advantage of the competitive deals only an industry insider can secure, while they get to focus on what they do best—running their business.
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