Private Placement & Fundraising (Debt, Mezz, Equity)
Private Placement & Fundraising (Debt, Mezz, Equity)
Why Use a Private Placement?
Public listings or IPOs are expensive, slow, and subject to regulatory exposure. Private placements allow you to access capital efficiently from sophisticated, pre-qualified investors with fewer disclosure burdens. You retain control, negotiate terms directly, and get faster execution.
Our Fundraising Capabilities
At Financely, we provide full-spectrum capital raising support. Our offerings include:
- Senior and subordinated debt placement (unitranche, second lien, mezzanine)
- Growth equity, preferred equity, common equity raises
- Convertible debt or hybrid instruments
- Institutional investor targeting and roadshow management
- Due diligence coordination, term negotiations, and closing support
Our Fundraising Process
- Structuring & Modeling – We design the capital stack, return profile, covenants, and downside protections.
- Investor Mapping – We identify and prioritize institutions, family offices, credit funds, sovereigns, and strategic partners suited to your raise.
- Marketing & Roadshows – We prepare investor teasers, data rooms, pitch materials, and manage direct investor engagement.
- Term Negotiation – We negotiate pricing, warrants, conversion rights, covenants and investor protections.
- Closing & Settlement – We coordinate legal, subscription documents, KYC/AML, and fund deployment.
- Post-Close Support – Investor reporting, follow-on support, and performance tracking.
Common Instruments & Capital Stack Roles
| Instrument | Role in Stack | Typical Returns / Terms |
|---|---|---|
| Senior Debt | Lowest return, priority claim | L + spread, amortizing, ~5–9 % all-in (varies) |
| Mezzanine / Subordinated Debt | Between debt and equity | 12–18 %, possibly with equity kicker |
| Preferred Equity | Equity with preference in distributions | Yield + participation upside |
| Common Equity | Residual owner upside | Equity IRR, carry, or dividends |
What Investors Expect
- Strong historical financial performance or credible projections
- Clear use of proceeds and capital deployment plan
- Governance rights, protective covenants, and exit paths
- Alignment of interest (co-investment, sponsor equity)
- Full transparency, audited statements, and reporting
Why Engage Financely
- Institutional-level capital networks across private funds, credit funds, family offices, and sovereigns
- Structuring discipline to balance sponsor economics and investor protection
- Execution experience: negotiation, diligence, legal, and closing
- Post-close support and investor stewardship
Request a Private Placement Mandate
Submit your business plan, financials, and capital needs. We will respond with investor targeting, term structuring, and go-to-market execution.
Start FundraisingFrequently Asked Questions
How large must my raise be?
We typically work on mandates beginning at USD 5 million and above, but exceptions can be made for high-potential smaller deals with strong fundamentals.
Do you invest capital yourself?
No. We act as structuring, advisory, and placement agents. We do not commit proprietary capital or take principal risk in your raise.
What are your fees?
Our fees are structured as a mix of retainer and success fee, typically aligned with industry norms. The exact terms depend on deal complexity, capital structure, and investor market dynamics.
How long does the process take?
From mandate to close, most private placements complete in 8 to 16 weeks, depending on diligence, regulatory requirements, and investor engagement.
Are private placements regulated?
Yes — private placements are regulated. You must comply with securities regulation in relevant jurisdictions (e.g. SEC Rule 506 in the U.S.). We coordinate legal structuring and ensure compliance across jurisdictions.
Financely provides advisory and placement services. All engagements are subject to legal, regulatory, and investor approval. We do not underwrite or commit capital. Terms, fees, and viability depend on diligence outcomes and capital markets conditions.
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.
