Connecting You with Strategic Investors
Private Capital Advisory & Fundraising
We offer specialized placement agent services for private placements, guiding you through every phase of the capital-raising process. Our expertise ensures that your investment opportunity is meticulously prepared, marketed, and presented to the right investors.
As your placement agent, we act as an intermediary between your business and potential investors. Our role is to structure and execute your private placement, ensuring that all aspects—from documentation to investor outreach—are handled with precision and professionalism.
We leverage our global network to connect you with institutional investors, family offices, and high-net-worth individuals who match your investment criteria. Our focus is on aligning your opportunity with investors who have a proven interest and track record in your sector.
Full Scope Service
We Handle Deal Structuring and Investor Outreach
As your placement agent, we act as the intermediary between your business and potential investors. Our role is to structure, market, and execute your private placement, ensuring all aspects are handled with precision.
Here’s how we deliver value
Document Preparation
- Private Placement Memorandum (PPM): We create a comprehensive PPM that outlines the investment terms, risk factors, financial statements, and legal disclosures. This is your primary document for prospective investors.
- Information Memorandum: We develop a detailed document that presents your business, including market positioning, strategy, financial projections, and investment rationale.
- Operating Agreement: We draft or refine the operating agreement, defining the governance structure, management roles, and profit distribution mechanisms.
- Conditional Employment Agreements: For key hires, we prepare agreements that align with your future strategic goals, showcasing the strength of your management team.
Due Diligence
- We conduct thorough due diligence, ensuring that all aspects of your investment opportunity are verified and ready for investor scrutiny. This includes financial, legal, and operational assessments.
Investor Network Development
- We tap into our extensive global network to introduce you to institutional investors, family offices, and high-net-worth individuals that align with your investment goals. Our priority is matching your opportunity with investors who have a demonstrated commitment and successful history in your industry.
Marketing & Positioning
- Investor Presentation Decks: We craft compelling pitch decks that communicate your value proposition and potential returns effectively.
- Market Strategy: We provide strategic advice on positioning your offering within the broader market, ensuring it resonates with targeted investors.
- Public Relations: If needed, we manage PR campaigns to enhance your market visibility and investor confidence.
Pricing Structure
Our placement agent services are offered for a flat fee of $200,000 USD. This fee covers the entire scope of work, from initial document preparation to securing investor commitments. Our engagements typically last between 3 to 9 months, depending on the complexity and scale of the deal.
Types of Deals We Handle
We have experience across multiple sectors and transaction types, including:
- Real Estate Syndications: Equity and debt placements for commercial and residential developments.
- Private Equity Fundraising: Capital raises for buyouts, growth equity, and venture funds.
- Infrastructure Investments: Financing for large-scale infrastructure projects.
- Renewable Energy Projects: Raising capital for solar, wind, and other sustainable energy ventures.
- Technology Ventures: Funding for high-growth tech startups and innovative projects.
- Trade Finance: Physical commodity trading including petroleum products, metals & soft commodities.
Deliverables
The primary deliverable of our placement agent services is a curated network of qualified investors who are strategically aligned with your offering. These investors are financially capable and have demonstrated interest in your sector, increasing the likelihood of a successful capital raise.
Global Network Spanning
30+
Countries
We Completed
100+
Private Placements
We Closed
$3B+
In Transactions Since 2018
FAQs
Welcome to our FAQ section, where we answer common questions about private placements and the services we offer. Whether you’re new to capital raising or looking to deepen your understanding, this guide provides clear answers to key topics in the private placement process.
1. What is a Private Placement?
A private placement is a method of raising capital through the sale of securities to a select group of investors, such as institutional investors, family offices, or accredited individuals. Unlike public offerings, private placements are not open to the general public and are typically exempt from the extensive regulatory requirements imposed on public offerings.
2. How Much Capital Can Be Raised Through a Private Placement?
The amount of capital that can be raised through a private placement varies based on the specifics of the offering and the investor demand. At Financely, we typically facilitate capital raises ranging from $1 million to $100 million, depending on the project's needs and the structure of the offering.
3. What SEC Exemptions Apply to Private Placements?
Private placements often rely on exemptions from registration under the U.S. Securities and Exchange Commission (SEC) regulations, particularly Regulation D (Rules 506(b) and 506(c)). These exemptions allow companies to raise capital without the need to register the securities with the SEC, provided they comply with certain conditions, such as limiting the offering to accredited investors and adhering to specific disclosure requirements.
4. Can a Foreign Company Raise Capital in the U.S. Through a Private Placement?
Yes, a foreign company can raise capital in the U.S. through a private placement. This is often done through a Special Purpose Entity (SPE), which is a subsidiary or a separate legal entity created specifically to handle the offering. The SPE is structured to meet U.S. regulatory requirements, making it easier for foreign companies to access U.S. investors.
Ready to Raise Capital?
If you’re prepared to raise capital through a private placement and need a partner with the expertise to manage every detail, Financely is here to support you. Our placement agent services are designed to ensure that your capital-raising efforts are efficient, targeted, and successful.
Visit our Placement Agent page to learn more and get started. Let’s discuss how we can work together to achieve your funding objectives.
About Us
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Contact Information
For inquiries prior to submitting a Request for Quote (RFQ), please schedule a 45-minute consultation.
Financely connects growth-oriented businesses with investors seeking premium opportunities, effectively bridging the gap between capital demand and supply. While we are not a securities broker or dealer, we collaborate with investment banks, legal counsel, and other professionals as needed. We do not offer to buy or sell securities and disclaim liability for capital-raising results.
Financely Inc. is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas established Trust, or its relevant authorized affiliates. Our advisory business is carried out through Financely Group LLC, a non-banking financial company (NBFC) that does not accept deposits from the public. We do not operate as a securities broker/dealer. Please read our terms of service to determine if working with Financely Group is appropriate for you. Pursuant to the Dodd-Frank Act, we operate as an exempt
foreign private adviser in the United States, exempt from certain regulatory requirements.