Comprehensive equity advisory ensuring your assets are investor ready, data room is prepared, and highly targeted investors fund your round.
Our team has closed over $500M+ in successful transactions across multiple industries and asset classes.
Decades of combined experience in capital markets, investment banking, and strategic finance
Chief Capital Officer
30+ years of institutional investment experience spanning credit, venture capital, private equity, hedge funds, and growth investing. Partner at Levelized Capital and Co-Founder of Saltgrass Ventures. Combines strategic finance expertise with hands-on operational execution.
Schedule MeetingChief Debt Officer
Former president of a regional prominent bank with deep expertise in debt offerings and transaction execution. Ben's vast network and proven ability to close complex deals are invaluable assets to Payclass clients.
Vice President of Financing
25+ years in management consulting and investment banking with senior roles at Bain & Company, Oliver Wyman, Lehman Brothers, and Deutsche Bank. Expertise in M&A, corporate strategy, and financing structures. Wharton MBA and Bocconi graduate.
Vice President of Capital Markets
Seasoned capital raising expert with $50M+ secured in debt and equity financing across technology, healthcare, and real estate. Extensive network spanning angel investors, HNWIs, syndications, banks, and institutional investors. Recently secured a $60M term sheet.
Vice President of Financing
34 years as commercial mortgage banker and direct lender at Wachovia, RBC Centura, Bank of America, and Regions Bank. Led commercial mortgage banking groups and secured $1B+ in financing across all CRE asset classes.
Vice President of Financing
Carlos spearheads Payclass's lead generation and sell-side deal sourcing. He builds systematic demand engines that create real pipeline and revenue. Under his leadership, Payclass delivers predictable, scalable deal flow.
Payclass Equity Advisory delivers a complete solution to ensure your fundraising success
We ensure your assets are positioned perfectly for investor evaluation, with all documentation, financials, and narratives aligned for maximum impact.
Professional data room creation with organized due diligence materials, financial models, legal documents, and market analysis ready for investor review.
Access our extensive global network of equity investors including VCs, Family Offices, UHNW individuals, and Corporate Strategics.
End-to-end support through negotiations, term sheet structuring, due diligence management, and successful closing of your funding round.
Our fund-raising team brings their broad network of global equity investors to your transaction
Leading VCs across all stages from seed to growth equity
Direct investment from sophisticated family offices globally
Ultra high net worth investors seeking quality opportunities
Strategic corporate investors and partners
Proven experience across industries and transaction types
Successfully structured and closed acquisition of renewable energy manufacturer
Acquisition and growth financing including tax credit monetization
Strategic IP monetization for advanced robotics technology
Majority investment in educational technology platform
Structured management buyout for premium spirits brand
$200M vertical integrated platform closed $85M for four acquisitions
Independent sponsor consolidation using proprietary technology for cost optimization
Ran sell process, advised on offers, and raised Series B funding
Innovative dual registration financing structure
A structured approach to ensure your fundraising success
We evaluate your company, assets, and funding needs to create a customized strategy aligned with your goals.
Transform your business into an investor-ready opportunity with refined pitch materials, financial models, and strategic positioning.
Build a comprehensive, professional data room with all due diligence materials organized for efficient investor review.
Leverage our global network to connect with the right investors - VCs, Family Offices, UHNW individuals, and Corporate Strategics.
Manage negotiations, structure optimal terms, coordinate due diligence, and guide your transaction to a successful close.
Let our experienced team guide you through the capital raising process with proven strategies and a global investor network.