Private Placement Guidance for Serious Principals

Strategic, Compliance-Aligned Guidance for Institutions, Corporations, and Asset-Rich Enterprises

Most organizations with serious capital needs are not struggling because of the quality of their project. They are struggling because the institutional capital pipeline is fragmented, slow, and built for a different era.

Our Private Placement Advisory service exists to change that. We help qualified clients with CHF 50 million or more in verifiable assets access institutional private placement markets with structure, clarity, and compliance discipline.

No hype. No speculation. Just strategic guidance, verified partners, and a documented process designed for large-scale capital execution.

Large projects demand more than introductions. They demand judgment. They demand structure. They demand someone who knows what "institution-ready" actually means.

Clients trust our approach because we bring:

• Structured Finance Expertise Across Jurisdictions – Swiss. EU. UK. Selected global markets. Real-world experience in institutional private placement.
• Independent Counterparty Due Diligence – Every institutional partner is vetted. No shortcuts.
• Legal Coordination Through Licensed Professionals – Every step supported by regulated attorneys and compliance teams.
• Verified Institutional Relationships – Access to established financial institutions — not speculative intermediaries.
• A Documented, Transparent Advisory Pathway – From compliance to structuring to final submission. Nothing is left to guesswork.

This service fits organizations with significant capital requirements and verifiable financial strength. Typical qualified clients include:

• Corporations raising capital for major projects
• Business owners expanding operations or acquisitions
• Family offices with CHF 50M+ deployable assets
• Institutional entities exploring alternative capital pathways
• Financial firms evaluating structured private placement options

If your project requires CHF 20M or more and your balance sheet is strong, this advisory may be appropriate for you.

To ensure proper alignment with institutional private placement markets, clients must demonstrate:

• Minimum CHF 50M in verifiable eligible assets
• Corporate net worth of CHF 2.1M+
• Project value of CHF 20M+ with a documented business case
• Professional Client status under Swiss FinSA
• Full KYC/AML compliance readiness

Industries We Do Not Fund: AltFunds Global adheres to strict compliance and ethical standards. We do not provide funding or advisory services to businesses involved in restricted industries.

1. Strategic Consultation – A confidential review of your objectives, assets, and project structure.
2. Documentation Review – Full KYC, business plans, asset verification, and compliance materials.
3. Institutional Introductions – Only after documentation is approved and aligned.
4. Structuring Advisory – Support across institutional requirements. Legal coordination included.
5. Ongoing Strategic Guidance – We stay engaged throughout the entire project lifecycle.

Every step is methodical. Every expectation is clear.

• Complete KYC package
• Confidentiality and non-circumvention agreements
• Detailed business case and financial model
• Verifiable asset documents
• Regulatory and compliance questionnaires

• Advisory Success Fee: 20% of net profits generated. Payable only from actual proceeds.
• Third-Party Professional Fees: Approx. USD 100,000 for independent legal and compliance services.
• Referral Participation: 10% of profits from successfully completed transactions.

No retainers. No hidden charges. All compensation is transparent and aligned with real outcomes.

• Onboarding: 2–4 weeks
• Institutional introduction: Usually within 45 banking days of compliance clearance
• Advisory support: Continuous throughout the engagement

Timelines vary by jurisdiction and project complexity.

How do you ensure transaction integrity?

By coordinating with licensed legal professionals, enforcing due diligence, and independently verifying institutional partners.

What is structured private placement funding?

An institutional financing method using banking instruments for qualified entities with large-scale capital needs.

Who typically qualifies?

Organizations with CHF 50M+ verified assets and well-documented project requirements above CHF 20M.

How is this different from traditional bank financing?

Private placement advisory focuses on asset-leveraged, institution-driven capital solutions instead of retail commercial lending models.

What makes your advisory service different?

Institutional relationships, legal coordination, documented processes, and disciplined compliance.

What should clients expect?

Clear communication. Compliance-ready documentation. Strategic guidance. Outcomes always depend on licensed institutional partners.