• Welcome

    We strive to be highly trusted advisors to our clients and partners with the financial community.

We will continue to develop
innovative financing sources for our clients

About Us

Jason Lee is the Founder and President of Capital Link. He has 25 years of banking industry experience, most recently with Bank of American Merrill Lynch, Global Commercial Banking Division. Previous experience includes Citibanks’s Commercial Mid-Market Group and East West Bank’s Commercial Banking Division. Jason also served as the President of Banking and Treasury Advisory Group, LLC, a financial consulting firm.

Jason is a graduate of University of Southern California, Marshall School of Business with a focus on Financial Management, and International Finance.  He is a life-long resident of Irvine and active in the community, serving as past Treasurer of the Irvine Public Schools Foundation and Board Member of California-Pacific United Methodist Foundation, Rotary Club, and Asian-American Heritage Awards.

Jason’s outside interests include golfing, hiking, traveling and experiencing all types of ethnic foods. He is married to Wendy and they have two children, Jessica and Ryan.

How we work

1.) Gather critical data

Take the time to understand the capital needs of the client

2.) Prepare and underwrite

Develop a compelling package for a variety of financial institutions

3.) Credit presentation

Includes a narrative of the entrepreneur and their business goals

4.) Negotiate

Advocate on behalf of the client and deliver optimal pricing

Credit Services Offered

Challenging Financial Environment

Obtaining financing from traditional banks has become more challenging than ever with added layers of scrutiny by regulators. With almost three decades of experience working with US financial institutions, we understand the stringent underwriting requirements of our lending partners and help our clients navigate the system

Credit Types Offered

  • Banks / Non-Bank Lending
  • Line of Credit
  • Term Loans
  • Equipment Leases / Loans
  • Asset Based Line of Credit
  • Merchant Lending
  • Mezzanine
  • Inventory Financing
  • Govt Programs
  • SBA – 504
  • SBA-7a
  • EXIM Bank
  • SBA – Export Fin
  • Mezzanine
  • Inventory Financing
  • Real Estate
  • Owner Occupied
  • Investor Real Estate
  • Apartment Loans
  • Construction Loans
  • Merchant Lending
  • Mezzanine
  • Inventory Financing
  • Private Investors
  • Commercial RE
  • Asset based
  • Cashflow based
  • Asset Based Line of Credit
  • Merchant Lending
  • Mezzanine
  • Inventory Financing

News and Events

State of Small Business Lending:

Spotlight on Women Entrepreneurs Fundera’s quarterly report, The State of Online Small Business Lending, lets us put all the data we have covering small business eligibility and borrowing trends to good use. The more educated and aware entrepreneurs are,…

Get in touch

We are looking forward to hearing from you. Please feel free to get in touch, we will get back to you as soon as possible.