Convertible Debt Placement & Arrangement Services
Convertible Debt Placement & Arrangement Services
Convertible debt is a hybrid financing instrument that starts as debt but can be converted into equity under agreed conditions—usually at the investor’s option or on a triggering event like a qualified financing. It provides issuers with capital today, deferring dilution until later, while giving investors downside protection with upside participation.
Flexible pricing, delayed valuation negotiation, potential for lower immediate dilution, and the ability to attract both traditional debt investors and equity-focused funds.
Our role
We act as arranger and placement agent for qualified issuers, structuring convertible debt offerings that balance issuer capital needs with investor terms. Our network covers private credit funds, venture debt providers, family offices, and crossover investors who actively deploy into convertible structures.
Key service components
| Service | Details |
|---|---|
| Structuring | Coupon, maturity, conversion triggers, caps, floors, security, and covenants tailored to your stage and risk profile. |
| Documentation | Term sheet drafting, legal counsel coordination, investor-ready offering package. |
| Investor outreach | Targeted distribution to active convertible debt investors in relevant geographies and sectors. |
| Negotiation | Balancing investor protections with issuer flexibility to achieve executable terms. |
| Closing | Coordinating signatures, funds flow, and any initial security registration or perfection. |
Who we work with
| Issuer profile | Typical needs | Convertible fit |
|---|---|---|
| Growth-stage companies | Bridge to equity round, acquisition financing | Defers valuation, raises significant capital quickly |
| Listed companies | Strategic financing without immediate dilution | Hybrid appeal to institutional investors |
| Project SPVs | Capital with equity upside for investors | Aligns investor returns with project performance |
Process & timeline
| Phase | What we do | Output | Indicative timing |
|---|---|---|---|
| Screening | Assess issuer profile, sector, and capital objectives | Go/No-Go decision | 5 business days |
| Structuring | Set commercial terms and investor targeting | Term sheet & structure memo | 2 weeks |
| Documentation | Coordinate legal drafting and investor materials | Offering pack ready for market | 2–3 weeks |
| Placement | Direct approach to approved investor list | Investor commitments | 3–6 weeks |
| Closing | Finalise docs, funds transfer, security registration if required | Funds received | 1–2 weeks |
In current markets, convertible debt can attract capital where pure equity may face resistance—especially when investors seek yield with embedded optionality.
FAQs
| Question | Answer |
|---|---|
| What ticket sizes do you work on? | Generally USD 5M+ for institutional appetite, with flexibility for strategic or family office placements. |
| Do you place unsecured convertibles? | Yes, but investor base narrows. Secured or asset-linked structures often price better. |
| Is this suitable for early-stage companies? | Only if there is a clear path to liquidity or follow-on funding. Otherwise, equity or venture debt may be more appropriate. |
Ready to explore a convertible debt raise? Submit your company profile, capital objective, and use of proceeds. We’ll assess fit and map the route to investor commitments.
Request a Convertible Debt ProposalFinancely Group acts as arranger and advisor for private placements. We are not a lender, broker-dealer, or investment adviser. Convertible debt offerings are conducted under applicable private placement exemptions to qualified investors only. All mandates are subject to KYC/AML, sanctions screening, legal review, and a signed engagement.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
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Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
