Your last-mile solution to
access the U.S. Private
Capital Markets
Common barriers you come across
High Fees & Comissions
Working with traditional U.S. investment banks or investment banking alliances can diminish your profitability.
Operational Complexities
Establishing and maintaining a broker-dealer is prohibitively expensive and requires hiring U.S. personnel.
Regulatory Challenges
Navigating the complexities of licensing and compliance consumes valuable resources.
Limited Access
Conventional regulatory services restrict your reach to major institutional investors and do not allow you to support U.S. to U.S. transactions.
Finalis' solution:
Access to the U.S.
Capital Markets
Experience cost-saving like never before with Finalis. Leveraging our cloud native platform, we offer market-leading rates that not only save money but supercharge efficiency at every stage.
The high cost of entering U.S. markets can erode profitability. Setting up a Broker-Dealer, grappling with intricate licensing, and the steep rates of conventional services for accessing the U.S. Capital Markets further strain resources.
Expand your
investor horizon
Conventional services for accessing the U.S. Capital Markets may limit you to Major Institutional investors, handcuffing your ability to broker your deals and narrowing your portfolio of potential investors.
Why limit yourself? Finalis' solution empowers you to directly solicit Institutional Investors with assets of $5M or more. Enjoy a compliant and efficient route to engage with high-value investors, accelerating your funding efforts and expanding your reach. Our unique Connect ecosystem seamlessly bridges the gap between you and potential U.S. investors, ensuring you never miss an opportunity.
Broaden your U.S. connections
without borders
Having strong local ties is commendable, but what about the vast and lucrative U.S. network? Finalis allows you to seamlessly engage in U.S. to U.S. transactions, providing you access to support transactions where both buy and sell-sides are based in the U.S.
And through Finalis Connect, you’ll have access to hundreds of syndication opportunities and tailored capital market introductions, widening your aperture in the U.S. markets by tapping into the collective networks of other Finalis-affiliated investment banks.
Compliance confidence in every deal
Regulatory oversight can be a maze, and navigating it without the right resources is challenging.
Our cloud native infrastructure and our seasoned team overseeing 550+ bankers and 1k+ deals across 25 industries, we ensure you stay in stride with the evolving regulatory landscape ahead without diverting resources from your core business.
Why Finalis?
Accelerate every step of your deal lifecycle with our automated platform
Tap into the largest pool of U.S. investment banks and capital connections.
Navigate the U.S. regulatory landscape effortlessly with our expert team.
SEC Rule 17a-4(f) compliant data platform, storage and retention. Achieved Type 2 compliance in accordance to AICPA standards underscores our ongoing commitment to provide our clients with a comprehensive platform that adheres to the strictest security standards and compliance protocols.
Conduct and promote your business using your own brand identity.
Learn how Finalis can be
your dealmaking partner
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