Capital Raising – Debt & Equity Financing

Debt Financing Solutions

Debt financing is often the most efficient way to support growth, strengthen liquidity, or optimize a company’s capital structure. INVX designs and negotiates corporate debt solutions that balance cost, flexibility, covenants, and long‑term strategic objectives—always grounded in a clear understanding of lender expectations and market conditions.

Senior Corporate Loans

We structure and negotiate senior debt facilities with commercial banks, multilaterals, and development institutions. Our work includes corporate term loans, revolving credit facilities, working‑capital lines, and structured senior facilities aligned with cash‑flow capacity and covenant requirements.

Private Credit & Direct Lending

Private credit has become a critical source of capital for mid‑market companies. We engage regional and international direct‑lending funds to structure tailored solutions with flexible terms, faster execution, and covenant packages aligned with the company’s operating reality.

Mezzanine & Subordinated Debt

For companies seeking growth capital without immediate dilution, mezzanine and subordinated debt provide an effective alternative. We structure instruments that balance pricing, warrants or equity kickers, and repayment profiles to support expansion while preserving shareholder control.

Structured Credit Facilities

We design structured credit solutions that integrate collateral, cash‑flow waterfalls, and risk‑mitigation mechanisms. These facilities are engineered to meet lender requirements while maintaining operational flexibility for the company.

Acquisition Financing

We support companies in structuring and negotiating debt packages for acquisitions, including leveraged buyouts, strategic expansions, and cross‑border transactions. Our work ensures alignment between acquisition strategy, cash‑flow capacity, and lender expectations.

Refinancing & Recapitalization

We help companies optimize their capital structure through refinancing, liability management, and recapitalization strategies. Our approach goes beyond interest‑rate comparison: refinancing is fundamentally about cash‑flow behavior, tenor optimization, and maximizing distributable cash. In many cases, extending loan maturities or redesigning amortization profiles creates far greater value than securing a lower interest rate. Experience has shown that a longer‑tenor facility—sometimes at a higher nominal rate—can materially improve free cash flow, dividend capacity, and project or corporate IRR. We model these dynamics with precision, ensuring that refinancing decisions strengthen liquidity, enhance financial flexibility, and support long‑term value creation.

Bond Structuring & Private Placements

We structure corporate bonds and private placements for companies seeking access to capital markets or institutional investors. Our work includes instrument design, investor targeting, documentation support, and alignment with rating‑agency and investor requirements.

Bridge Loans

When timing is critical—acquisitions, refinancing transitions, or liquidity events—we design and negotiate bridge‑financing solutions. These short‑term facilities provide immediate capital while long‑term financing is arranged and executed.

Cross‑Border Lender Engagement

Our cross‑border experience allows us to engage lenders across Latin America, the United States, Europe, and Asia. We understand how each type of lender evaluates risk, structures covenants, and prices capital—allowing us to negotiate from a position of strength and anticipate institutional requirements.

Cultural Intelligence in Cross‑Border Negotiations

Our execution experience extends beyond institutional requirements into the cultural dynamics that shape real negotiations. Over decades, we have engaged with counterparties from China, the Middle East, Europe, and the Americas—each with distinct negotiation styles, decision hierarchies, and business protocols. This cultural intelligence provides a decisive advantage: understanding how counterparties perceive risk, how they communicate concerns, how seniority influences decision‑making, and how seemingly small cultural elements can materially affect outcomes. Whether engaging with Chinese investors unfamiliar with Western asset‑ownership concepts, or sovereign funds with deeply rooted negotiation traditions, we anticipate behavioral patterns, adapt strategy accordingly, and structure debt solutions that resonate across diverse financial and cultural environments—an insight rarely found among traditional corporate‑finance advisors.

Equity & Hybrid Capital Solutions

Equity capital is more than a funding source—it is a strategic partnership that shapes governance, valuation, shareholder alignment, and long‑term growth. INVX advises companies across the full spectrum of equity and hybrid instruments, ensuring that each transaction strengthens the company’s strategic position while preserving flexibility and shareholder value.

Private Equity & Growth Capital

We advise companies seeking growth capital from private equity funds, family offices, and institutional investors. Our work includes valuation analysis, investor targeting, transaction structuring, and negotiation of governance frameworks. We ensure alignment between investor expectations, growth strategy, and long‑term value creation.

Venture Capital & Early‑Stage Funding

For early‑stage and high‑growth companies, we structure venture capital rounds that balance dilution, control, and strategic support. We engage regional and international VC funds, ensuring that capital partners bring not only funding but also operational expertise, networks, and long‑term alignment.

Sell‑Side Equity Engineering for Growth Companies & Projects

INVX structures and executes equity raises for companies and projects with strong growth potential, using a hybrid approach that blends venture‑capital discipline with corporate‑finance rigor. We position companies to attract the right investors—strategic, financial, or hybrid—while engineering the transaction to preserve governance clarity, valuation integrity, and long‑term alignment.

Our approach goes beyond traditional equity placement. We design equity structures that allow companies to raise meaningful capital while offering investors the upside typically captured by institutional funds. This includes SPV‑based allocations, structured equity rounds, and curated investor syndicates that provide growth capital without the dilution, control concessions, or exit pressures common in traditional venture capital.

This capability is particularly effective for companies and projects that are too advanced for early‑stage venture capital, yet not fully aligned with private‑equity mandates. INVX bridges this gap by engineering equity solutions that match growth prospects with investors seeking high‑quality opportunities under institutional governance and transparent economics.

Public Equity Offerings (IPOs & Follow‑Ons)

We support companies preparing for public listings or secondary offerings, including IPO readiness, equity‑story development, valuation benchmarking, and coordination with underwriters, legal advisors, and regulators. Our approach ensures that companies enter the public markets with a strong narrative, robust governance, and a clear capital‑markets strategy.

Strategic Minority & Majority Equity Sales

We advise shareholders and companies on strategic equity transactions, including minority investments, majority sales, and joint‑venture structures. Our work focuses on identifying the right strategic partner, negotiating governance and control provisions, and ensuring long‑term alignment between shareholders and operating management.

Equity‑Linked & Hybrid Capital Instruments

Hybrid instruments—such as convertible notes, preferred equity, and structured equity—provide flexible solutions for companies seeking capital without immediate dilution or loss of control. We design and negotiate instruments that balance pricing, conversion mechanics, governance rights, and long‑term strategic objectives.

Equity Engineering Through SPV Structures

INVX designs and structures Special Purpose Vehicles (SPVs) that allow individual and non‑institutional investors to participate in transactions traditionally reserved for private equity funds, sovereign investors, and institutional capital. These vehicles provide access to high‑quality equity opportunities—growth capital, strategic minority stakes, pre‑IPO rounds, and hybrid instruments—while maintaining institutional discipline in governance, documentation, and investor protections.

Our SPV structures are engineered to align incentives, streamline execution, and ensure that individual investors capture the upside that large institutional players typically take off the table. We manage the full process: vehicle design, regulatory alignment, investor onboarding, capital calls, governance frameworks, and exit mechanics. This approach enables companies to raise meaningful equity capital while giving sophisticated individual investors access to institutional‑grade opportunities with clear economics and transparent governance.

Valuation, Structuring & Governance Advisory

Equity transactions require more than capital—they require clarity in valuation, governance, and shareholder alignment. We provide valuation analysis, cap‑table modeling, governance design, and negotiation support to ensure that each transaction strengthens the company’s strategic position and long‑term stability.

Cross‑Border Investor Engagement

Our global network spans private equity funds, venture capital firms, sovereign investors, and strategic corporate partners across the United States, Europe, Asia, and Latin America. We understand how each investor type evaluates risk, growth potential, governance, and exit strategy—allowing us to position companies effectively and negotiate from a position of strength.

Cultural Intelligence in Investor Negotiations

Equity negotiations are shaped not only by financial terms but also by cultural expectations, decision hierarchies, and communication styles. Our experience with investors from China, the Middle East, Europe, and the Americas allows us to anticipate negotiation dynamics, adapt strategy, and structure agreements that resonate across diverse institutional and cultural environments. This capability is a decisive advantage in cross‑border equity transactions.

Why INVX

INVX brings a unique advantage to corporate clients: the same engineering discipline, financial structuring expertise, and execution rigor that we apply in world‑class Project Finance is directly transferred to the corporate side—both in debt and equity. Few advisory firms operate across these two domains with equal depth. Our experience designing bankable project structures, negotiating with multilaterals, and aligning complex stakeholder interests gives us a decisive edge when architecting corporate capital solutions.

This dual capability allows us to see what others miss. We understand how lenders, investors, and strategic partners evaluate risk, structure covenants, price capital, and negotiate governance—because we have executed transactions across the full spectrum of project and corporate finance. Whether raising debt, structuring hybrid instruments, or engineering equity through SPVs and curated investor syndicates, we bring a level of precision, modeling discipline, and cross‑border intelligence that is uncommon in traditional corporate‑finance advisory.

At INVX, we do not simply “raise capital.” We engineer capital structures that strengthen companies, enhance liquidity, preserve governance, and unlock long‑term value. Our approach is grounded in real execution experience, institutional standards, and a commitment to delivering solutions that are strategically sound, financially robust, and operationally aligned with each client’s objectives.