Private Capital
ECSPR
Private placements
Private placements
Run selected investor offerings with secure access, document sharing, subscription workflows and allocation management.
Run selected investor offerings with secure access, document sharing, subscription workflows and allocation management.
Overview
Operate private placements without fragmented infrastructure.
Operate private placements without fragmented infrastructure.
Private placements are not public marketplaces. They require controlled access, targeted investor invitations, secure documentation, subscription tracking and professional follow-up. Fininly provides a white-label environment to manage private offerings from invitation to funding and reporting.
Private placements are not public marketplaces. They require controlled access, targeted investor invitations, secure documentation, subscription tracking and professional follow-up. Fininly provides a white-label environment to manage private offerings from invitation to funding and reporting.
Typical flow
From setup to ongoing investor management.
From setup to ongoing investor management.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
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Create the opportunity
Set up the private offer, documents, investor eligibility, access rules and subscription terms.
Create the opportunity
Set up the private offer, documents, investor eligibility, access rules and subscription terms.
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Invite investors
Provide secure access to selected investors and manage the communication flow.
Invite investors
Provide secure access to selected investors and manage the communication flow.
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Collect subscriptions
Track applications, documents, signing, payment status and allocation decisions.
Collect subscriptions
Track applications, documents, signing, payment status and allocation decisions.
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Maintain reporting
Provide investor updates, documents, statements and ongoing administration.
Maintain reporting
Provide investor updates, documents, statements and ongoing administration.
Best suited for
Private capital platforms
Growth companies
Investment firms
Professional investor networks
Relevant platform capabilities
Private deal room
Investor invitations
Access control
Document sharing
Digital signing
Subscription tracking
Allocation workflow
Investor reporting