The Private Capital Markets Are Entering a New Era
When we founded Finalis, we asked a simple question: why does a $13 trillion market still rely on fragmented workflows and outdated infrastructure?
Since 2000, transaction volume in private capital markets has grown over 26x, yet the systems powering this growth haven’t kept pace. Information asymmetry, operational complexity, and regulatory overhead have kept the ecosystem opaque and inefficient—until now.
The Visibility Gap: A Market Too Big to Stay in the Shadows
Despite the explosion in size and importance, access to private markets has remained difficult for most participants. Core challenges persist:
- Valuation opacity and limited insight into market activity
- Siloed deal flow, scattered across documents and spreadsheets
- Cumbersome regulatory compliance, eating into margin and speed
These issues don’t just slow transactions—they stifle innovation and limit who can participate. And with $3.7 trillion in assets poised to change hands during the coming great wealth transfer, the stakes have never been higher.
Finalis: Unlocking the Future of Private Capital
Enter Finalis. We didn’t just spot the inefficiencies in the system—we built a new foundation for how private market deals get done.
Finalis is an AI-powered broker-dealer platform that delivers a unified experience across:
- Deal sourcing
- Transaction execution
- Regulatory compliance
We empower independent bankers, advisors, and capital allocators with infrastructure that was once reserved for bulge-bracket institutions—without the overhead.
The Results Speak for Themselves
Our momentum reflects the urgency of this market shift:
- 🚀 962-place rise in league tables since our 2020 launch
- 📈 As of Q1 2025, we rank #21 globally and #14 in the U.S. by closed transactions among all investment banks
- 🤝 Over 750 affiliated bankers, including 230+ international professionals
- 💼 More than 1,700 active transactions, spanning M&A and capital raises
- 🔗 199 deals currently open for collaborative syndication on our platform
- 💰 $80B+ in active transaction volume as of March 2025
- 🏆 Over $20 billion in closed deal value to date
These aren’t just numbers—they’re validation of our vision. Finalis is now the #1 broker-dealer-as-a-service for the middle market.
Why It Matters: Infrastructure as a Moat
What makes Finalis different isn’t just software. It’s our philosophy:
- Democratize access to capital markets infrastructure
- Automate away friction, so users can focus on closing deals
- Embed compliance by design, not as an afterthought
- Build trust at scale, through transparency and operational rigor
Our platform isn’t just helping participants comply—we help them compete.
The Opportunity Ahead
Private capital is no longer the future of investment—it is investment. With institutional capital pouring in and the democratization of advisory services accelerating, this market is at an inflection point.
Finalis is poised to lead this transformation, serving the growing demand for:
- Regulatory clarity for investment banks
- AI-powered tools for deal execution
- Unified platforms for boutique M&A advisors and RIAs
Onward
We believe that modern infrastructure will unlock the next $10 trillion in private market value. And we’re building it—one transaction at a time.
Finalis is the future of private capital.
If you’re an investment banker, advisor, or allocator looking to streamline dealmaking, let’s talk.
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