Fundraising and LP Placement Advisory
Fundraising and LP Placement Advisory
What We Do
Our LP Placement Advisory service bridges qualified managers and institutional investors seeking private opportunities. Financely structures the capital raise, builds the offering package, and manages the outreach. Every mandate is positioned for investor scrutiny — fund terms, compliance, and economics are reviewed before any approach.
- Private fund and SPV capital raising
- Investor deck, data room, and DDQ preparation
- LP outreach across institutional, family office, and UHNW channels
- Term sheet alignment and subscription coordination
- Regulatory chaperoning under Rule 15a-6 or equivalent structures
How the Process Works
- Diagnostic and Structuring: We assess the manager’s investment thesis, track record, and target investor profile.
- Documentation: Our team prepares professional-grade materials, including investor teasers, PPM drafts, and data room structure.
- Investor Targeting: We build a bespoke LP list filtered by sector, strategy, geography, and ticket size.
- Placement Execution: We coordinate introductions, manage Q&A, and negotiate indicative commitments.
- Closing and Subscription: Legal coordination, final documentation, and investor onboarding are supervised through completion.
Target Investor Profiles
| Investor Type | Typical Allocation Range | Focus Areas |
|---|---|---|
| Family Offices | USD 2 – 15 million | Direct co-investments, impact funds, alternative credit |
| Institutional Investors | USD 25 – 150 million | Core PE, infrastructure, energy, private credit |
| Funds of Funds / Multi-Managers | USD 5 – 40 million | Emerging managers, sector specialists, ESG-aligned funds |
Engagement Terms
Financely operates on a professional advisory and placement basis. Mandates are subject to a formal retainer and success fee agreement, designed to align with fund timelines and investor commitments.
- Retainer: USD 35,000 – 75,000 (3-month term, deductible from success fee)
- Success Fee: 2 % – 3 % of LP capital raised
- Optional Compliance Pack: USD 9,500 for fund documentation, AML/KYC, and jurisdictional coordination
Request an LP Placement Mandate
Submit your fund documents and capital targets. Financely will prepare a placement proposal outlining investor coverage, compliance scope, and fee structure.
Request a ProposalFrequently Asked Questions
What types of funds do you support?
Private equity, private credit, infrastructure, renewable energy, and specialized sector funds. We also support project-specific SPVs and club-deals seeking institutional investors.
Do you raise capital globally?
Yes. Financely engages qualified investors across North America, Europe, the Middle East, and Asia through compliant cross-border chaperoning arrangements.
Can you guarantee a raise?
No. All placements are on a best-efforts basis. Financely does not underwrite or guarantee commitments. We target qualified investors who match the fund’s strategy and risk profile.
How long does it take to raise capital?
Most private placements close between 8 – 16 weeks depending on fund readiness, documentation quality, and investor interest.
Financely Group acts as an advisory and placement firm. We are not a broker-dealer and do not receive, hold, or transfer investor funds. All engagements are subject to compliance review, KYC/AML screening, and regulatory chaperoning through authorized partners.
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.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
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.
