Private Placement Program

High Yield Investment Program

A Premier Investment Opportunity

NOT a Bullet Program: Our Investment Program is a legitimate, robust investment opportunity, unlike the dubious “private placement bullet programs” you may have heard of.


This program is centered on genuine private market M&A transactions, with investments facilitated through private placements, often offered via a Private Placement Memorandum (PPM).



Investment Overview

  • Investment Range: $5,000,000 - $20,000,000 USD
  • Investment Thesis:
  • Sector Focus: Early-stage mineral resource companies, bio-tech, AI.
  • Strategic Approach: Acquiring complementary companies, merging, and integrating them to sell for a higher multiple.
  • Expected Returns: 3X to 5X multiple on capital.
  • Lock-up Period: Minimum of 36 months.
  • Fees:
  • Management Fees: 0%
  • Performance Fees: 25%


Why Choose Financely’s Private Placement Program?

Professional Management and Oversight

  • Business Continuation Policy: We have a comprehensive business continuation policy to ensure stability and consistent performance throughout the investment period.
  • Monthly Reports: Investors receive detailed monthly reports, keeping you informed of your investment’s progress.
  • Audited Vehicle: Our investment vehicle undergoes rigorous audits to ensure transparency and accountability.
  • Experienced Financial Leadership: CFA Level 3 certified professionals serve as fractional CFOs, bringing expert financial oversight to our investment operations.


How to Get Started

  • Step 1: Complete the intake form, self-certify as an accredited investor, and pay the $2,000 USD intake fee.
  • Step 2: We will send you the Private Placement Memorandum and Subscription Agreement.
  • Step 3: Review, sign, and wire the funds.


Disclaimers

Important Information:


  • This offering is available only to accredited investors.
  • The information provided on this page does not constitute an offer to sell or a solicitation of an offer to buy any securities.
  • All potential investors should carefully review the Private Placement Memorandum (PPM), which includes important information about risks, fees, and expenses.
  • Investing in private placements involves significant risk and potential loss of capital. Potential investors are encouraged to consult with their financial, legal, and tax advisors before making any investment decisions.
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