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We help managers raise capital for faith-aligned deals.
We are a private placement investment bank of professional, licensed capital raisers. We help private market investment managers and business leaders strategically market their offering to investors.
Investor Network
Existing Network + Extended Outreach
We work with thousands of institutional investors, family offices, and retail investors. Some are specifically seeking Christian-aligned deals. All are seeking quality deals.
Our Services
As an investment bank, we offer a suite of services to help you meet your capital needs.
Raise Capital
We prospect and nurture investor leads through the investment cycle in pursuit of debt and equity funding.
Consulting
We help you develop your strategy, messaging, and marketing specific to your target investors' needs.
Is your deal a fit?
Below are the criteria we seek in firms that we typically work with. If you think your deal may be a fit, let's schedule an intro call.
Offering Type
Funds & Direct Deals
Private Equity/Credit
Real Estate
Venture Capital
Manager Experience
Must have direct experience in investment thesis. Open to emerging managers.
Deal Size
Raising at least $5million.
Institutional raises can exceed $1billion
Securitized
Offering must be a legal security. All fund documents must be completed before raising capital.
Deal Structure
Primarily Reg D 506(b) and 506(c) offerings, with flexibility to support qualified Reg A+ campaigns. No public offerings.
Faith-Alignment
As a part of our diligence process, deal must pass our negative screening based on Christian morals and ethics.
Time Frame Expectations
Please note time frame expectations. Issuers should expect to plan for one month for onboarding and at least six months of raising capital. Based on recent experience, time from start of raise to allocation is 9-18 months.
Onboarding
Process
1. Introductory Call
Initial call to assess deal and person fit.
2. Onboarding Form
Form with basic information about the deal in order to perform a deeper assessment.
3. Initial Review and Diligence
Back-and-forth discussion regarding deal details.
4. Terms and Engagement Letter
Negotiate reasonable terms and sign a formal Engagement Letter to initiate the deal through the broker-dealer.
5. Due Diligence Form
Extensive form seeking detailed information needed for allocators and broker-dealer; Ensure data room set up.
6. Strategy Meeting
Discuss any considerations from the diligence review and market dynamics to determine strategic approach with allocators.
7. Marketing Collateral Approval
Finish review and edits to all marketing. Ensure consistency with strategy and among collateral. Approval by broker-dealer
Our Broker-Dealer Partner
Finalis offers a platform for compliance and a network for deal-making.
The network is comprised of more than 700 bankers who have closed more than $17 billion in transactions.
Finalis helps navigate complex investment banking regulations providing you with access to a variety of funding partners.
