Services

Your vision deserves the resources to reach its full potential.

Heliarch is a premier financial partner specializing in equity and debt funding solutions, international fund structuring, and fund management. We help businesses, investors, and institutions secure the capital and financial frameworks needed to scale beyond borders.

Equity and Debt Funding Solutions

Unlock the capital you need to accelerate growth and scale your business. At Heliarch, we provide tailored equity and debt funding solutions to meet the unique financial needs of businesses, investors, and institutions. Our expertise ensures the right capital structure for sustainable growth and success.

Our Offer

With a 99% success rate, for the past 3-years, we will unlock the capital to scale your business. We typically bring 100-150 equity investors or private lenders on the table, or feedback – depending on the volume of investors in your segment globally.
What we need from you: Teaser, pitch deck, financial model, business plan, and 1-3 months to execute.
What you get: A personal campaign manager reporting to you weekly.
Also, if you need:
- We’ll help you draft the documents if you don’t have them.
- We can also prolong and broaden the campaign if you want.
- We’ll help you to close the deal.

Complimentary Value-add

Extended investor & lender engagement if needed for six or more months post-campaign for example.
Deal support: We can bring a dedicated investment banker to your support from onboarding to deal closure, if needed.
Deferred success fee which is only due upon successful funding, ensuring you pay solely for results.
Collateral & security arrangements can be facilitated for institutional lenders as needed.
Custom investment structures can be designed and launched including SPVs, feeder vehicles, or regulated funds to meet larger investor requirements.
Post-funding support assistance with post-funding compliance, reporting, and investor relations to ensure ongoing alignment and satisfaction.

Why It Works

Proven track record with over 1,000+ successful equity and debt raises and $3 billion in transactions, we bring extensive expertise across diverse funding scenarios.
International & diverse team of 50+ people from 18 countries, speaking 13 languages, bringing a unique global perspective and expertise to our work.
Best possible investor database continuously built by our in-house research team with rigorous research, leveraging every reputable capital market data source (Pitchbook, Preqin, Zoominfo, Apollo, and more).
Document expertise from creating over 2,500 customized investment documents and conducting over 5,000+ investor and lender meetings monthly. We can craft and present compelling investor opportunities.
Extensive investor and lender engagement with over 320 investor and lender contacts weekly, thus able to scale to meet your fundraising goals and timelines.
Customized and transparent approach with clear, weekly and monthly reporting to ensure trust and alignment with your expectations.

International Fund Structuring

We build the funds that amplify influence and elevate your portfolio. With a focus on international fund structuring, Heliarch offers strategic solutions to navigate the complexities of global markets. We facilitate the establishment and management of international funds, governance, resourcing, optimizing cash flows, taxation and cross-border investment opportunities - to turn-key solutions.

Fund Management

Seamless fund management to maximize returns and scale with confidence. As experienced fund managers, Heliarch oversees the efficient management and growth of funds, ensuring optimal performance and risk management. Our comprehensive approach maximizes the potential for long-term financial success.

Our Promise

Tailored fund structure: Complete setup for SPVs, feeder vehicles, or regulated funds, customized to meet global investor preferences, management needs, and your specific business and investment strategy.
Compliant legal documentation: All necessary documents (LPA, PPM, AOIs, etc.) to ensure adherence to Luxembourg law, AIFMD, and other relevant regulations.
Guaranteed timelines & results: Operational within 1-2 months for SPVs or 3-4 months for regulated funds, with a 100% campaign refund if we don’t meet these timelines or launch requirements.
End-to-end leadership, management & operational support: Comprehensive administration, banking, compliance, dedicated leadership team and management team, letting you focus on portfolio growth while we handle the fund if you prefer.
Post-launch investor acquisition: Investor outreach campaign post-launch & track, guaranteeing at least 5% engagement from targeted investors.

Complimentary Services

Investor relations support. Investor communication strategies, templates, and training.
Extended investor, lender and distributor engagement. Continued support for additional campaigns.
Credit line, collateral & security arrangements. Facilitation for institutional lenders as needed.
Customizable fund branding & marketing: Branding, website, pitch decks, and presentations.
Portfolio company advisory (for RE/VC/PE funds): Strategy, scaling, and operational guidance for portfolio companies.
Risk management framework & monitoring: Tailored risk metrics and regular monitoring.
Dedicated compliance & regulatory advisory: Personalized guidance, including ESG compliance.
Sustainability & impact reporting: ESG-aligned reporting to demonstrate impact.
Financial modeling & scenario analysis: Advanced modeling for stress tests and scenario planning.
Post-launch growth strategy: Roadmap for scaling, further fundraising, and exits.
And more.

Why It Works

Proven track record. Combined over 100 SPV and fund launches, managing €8B+ across diverse sectors, with expertise in both regulated and unregulated structures among all partners.
Tailored solutions. Customized fund structures that align with your goals and investor needs, from market positioning to compliance and tax structuring.
Quick time to market: SPVs launched in 1-2 months; regulated funds in 3-4 months, enabling faster capital deployment.
Documentary expertise. comprehensive handling of all essential documentation, ensuring regulatory compliance and investor alignment.
End-to-end support: Flexible operational and management services, from fund setup to investor outreach, so you can focus on portfolio growth, if you prefer.
Proactive compliance monitoring: Ongoing regulatory tracking and market monitoring to protect your (and fund’s) reputation and keep it compliant.

Strategic Financial Consultation

Strategic financial advisory for you to optimize growth, secure capital, and navigate success. Our team provides personalized consultation services, guiding businesses, investors, and institutions towards sound financial decisions. We offer strategic insights and advisory support to navigate the evolving financial landscape.

Customized Investment Solutions

Exclusive investment opportunities designed for growth, diversification, and strategic cash management. Heliarch offers exclusive access to tailored investment opportunities across asset classes, including VC, real estate, high-yield private equity, multi-manager strategies. Our solutions are designed for optimal returns, risk management, and diversification, ensuring institutional-grade investment strategies that align with your financial goals. These are also utilised as cash management strategies. Invest with confidence—structured for performance.