How it works | Capital Introductions v2 Logo

  • Capital Introductions by Finalis Connect

  • Capital Introductions by Finalis Connect is a program designed to connect your deals with pre-vetted institutional investors actively seeking new investment opportunities.

    By participating, you will gain direct intros to investors interested in your deals—with no up-front costs. Our platform streamlines the process, ensuring efficiency and confidentiality.

    Starting in April, this program will begin with M&A and Corporate Capital Raises, followed by the inclusion of Funds soon after.

  • How It Works

  • 1 - Confirm Your Participation

    • Once you opt in, we’ll request key details about your ongoing deals to optimize the matchmaking.

    2 - Deal Matching & Investor Discovery

    • Your deal information is anonymized and added to our matching algorithm.
      Institutional investors regularly review deals that align with their investment criteria.
    • If a match occurs, we’ll notify you and introduce you to the investor.

    This is an example of how your deals will be presented to investors:

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  • 3 - Introductions & Direct Engagement

    • When an investor identifies a deal that fits their criteria, you’ll receive an introduction request.
    • You maintain full control over discussions and negotiations with the investor.
    • To ensure deal anonymity, a Deal Code will be used when communicating with the Capital Allocator. We will send you an email with the requested deal details, exclusively for you.

    4 - Continuous Opportunities

    • No match? No worries. New investors join the program every week, increasing the chances of future introductions.

  • Program Fees

    Participation is free. A 10% Distribution Fee, in additions to BD commissions, applies only when a deal closes with an investor introduced by Finalis. This fee covers all transactions with referred investors during the Term and Tail Period (24 months), as outlined in your agreement.

    Important Considerations!

    Ensure that your Engagement Letters allow deal-sharing, or consult with your client if needed.

  • Not Participating Yet?

    Join the program and accelerate your deal closing with institutional investors.

    Confirm Your Participation!

    We look forward to helping you grow your deal pipeline!

  • For any questions, reach out to us at connect@finalis.com

     

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