Capital Markets Expertise Meets Operational Execution
We deliver institutional-grade investment diligence with hands-on operational support for angel investors, family offices, VCs, and institutional investors.
Common obstacles across all investor types
Too many opportunities without proper screening and analysis framework
Lack of deep sector expertise in emerging areas like AI, energy transition, and frontier tech
No institutional-grade framework for rigorous due diligence and deal execution
Operator-Investor Model • Institutional Rigor • Real Execution
30+ years of institutional investment experience combined with proven C-suite operational execution capability
We structure your investment criteria into our database, powering our matching engine to deliver only relevant opportunities
We don't just advise—we execute. Fractional CFO/COO services for portfolio companies when needed
A systematic approach to delivering only the most relevant opportunities
We learn your investment criteria, objectives, constraints, and risk tolerance—then structure them into a proprietary database that powers our matching engine.
We actively source sell-side transactions through our systematic demand generation engine. Originators perform upfront screening to ensure only qualified opportunities advance.
Each opportunity undergoes rigorous mandate-fit screening and fraud prevention protocols. We verify transaction integrity and rank deals by suitability.
We enrich deal documents with institutional-grade financial modeling, market analysis, risk assessment, and valuation—delivering IC-ready investment memos.
Result: You only see opportunities that align with your mandate, pre-screened for fit, ranked by suitability, and enriched with institutional analysis—saving you time and increasing investment precision.
Comprehensive institutional-grade solutions for all investor types
We learn your investment mandate and structure your criteria into our proprietary database. We actively source transactions, screen, rank, and enrich with institutional analysis.
Facilitation and management of co-investments with other investors. Access syndication opportunities to optimize risk and expand deal access.
Strategic portfolio design and oversight across multiple asset classes with focus on diversification and performance tracking.
Executive services for portfolio companies providing operational and financial leadership at C-suite level. KPI implementation and growth strategy execution.
Strategy and execution of mergers and acquisitions from both perspectives. Expert negotiation, optimal structuring, and transaction management.
Build repeatable investment frameworks for high-growth sectors. Sector trend analysis, pain point mapping, and access to off-market opportunities.
Tailored solutions for every investment profile
Early-stage investment support with institutional-grade due diligence, deal structuring, and portfolio company operational assistance.
Comprehensive wealth management, mandate-driven deal flow, co-investment opportunities, and fractional executive services for portfolio companies.
Deal sourcing, sector expertise, co-investment syndication, and portfolio company value creation through operational support.
M&A advisory, buy-side and sell-side representation, portfolio optimization, and C-suite operational leadership for portfolio companies.
Large-scale deal sourcing, institutional-grade analysis, co-investment facilitation, and strategic portfolio construction.
Access to institutional-grade research, curated deal flow, investment education, and professional portfolio management support.
Collective domain knowledge across high-growth sectors
$1B+ Secured Financing
34 years of institutional banking expertise across all commercial real estate asset classes.
30+ Years Experience
Institutional technology investing spanning VC, growth equity, and emerging technologies.
Operational Expertise
Capital raising and operational expertise across healthcare services and life sciences.
Deep Expertise
Banking, investment banking, fintech, and insurtech with experience at top-tier institutions.
Project Financing
Investment and project financing expertise in energy transition and sustainable infrastructure.
50+ Transactions
Executed transactions across geographies with M&A advisory and market entry expertise.
Collective institutional expertise across capital markets and operations
Team has collectively secured over $1 billion in financing across commercial real estate, debt, equity, and structured transactions
Proven track record with 50+ completed deals across equity, debt, M&A, IPOs, and structured finance generating $30M+ in revenue
Senior experience at Bain & Company, Oliver Wyman, Lehman Brothers, Deutsche Bank, Big Five Canadian banks, and major US regional banks
IFR EMEA Structured Equity House of the Year & Structured Equity Deal of the Year (2020) among team achievements
Wharton School MBA, Bocconi University graduates with advanced degrees in finance, strategy, and corporate development
Fluent in English, Italian, Spanish, and Portuguese with extensive cross-border transaction experience across North America and EMEA
Seasoned professionals with deep institutional expertise
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.
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.
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 across financial services, fintech, and insurtech. Wharton MBA and Bocconi graduate, fluent in English, Italian, Spanish, and Portuguese.
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 through a Big Five Canadian bank.
15+ years in corporate finance and capital markets with 50+ executed transactions generating $30M+ in revenue. Winner of IFR EMEA Structured Equity House & Deal of the Year (2020). Bocconi graduate, fluent in English, Italian, and Spanish.
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. Transaction expertise ranging from $1M to $100M+.
Carlos spearheads Payclass's lead generation and sell-side deal sourcing. He builds systematic demand engines that create real pipeline and revenue, not vanity metrics. Under his leadership, Payclass delivers predictable, scalable deal flow without relying on luck or heroics.
Initiating a strategic collaboration
We learn your investment mandate and structure your criteria into our database. Send us one sell-side deal—we'll screen it against your mandate, rank its suitability, perform document enrichment, and deliver a full IC-ready investment memo.
Work per-deal or start with a 3 month pilot project. Your mandate is structured into our database, powering our matching engine to source relevant transactions, screen and rank opportunities, and deliver enriched investment memos.
Dedicated deal team on retainer ($10k-$15k/month) for ongoing deal flow, diligence, and portfolio support. Build long-term partnership and recurring value.
Institutional off-market opportunities rigorously selected for investors
We provide access to a private platform with over $300 billion in off-market investment opportunities, rigorously selected and customized for investors seeking institutional-grade alternatives.
Direct investments and co-investment opportunities in growth companies and middle-market buyouts
Private credit, structured debt, and asset-backed lending opportunities with institutional due diligence
Commercial real estate, project finance, and real assets with clear value creation pathways
Web3, blockchain infrastructure, and crypto-adjacent opportunities with institutional risk frameworks
Every deal is pre-screened, analyzed, and aligned with your strategic objectives before presentation
See Current OpportunitiesConnect with our team to discuss your investment needs
What to Expect:
Book a time directly with our team using the calendar below.