HolonIQ has a multi-tier classification system for all financial transactions and deals.
Deal Class
Deals are classified into one of four classes.
|
Deal Class |
Description |
|
M&A |
Acquisitions, mergers, buyouts, take-private/de-listing and spin-offs |
|
Private Funding |
Venture, Private Equity, PIPE, Debt, Non-equity, Crowdfunding and ICOs |
|
Public Offering |
IPOs, follow on equity and debt. |
|
Fund Formation |
Private investment fund formation. |
Deal Types
Each deal class has up to two layers of further classification.
|
Deal Class |
Deal Type 1 |
Description |
|
M&A |
Acquisition |
Controlling stake |
|
|
Acquisition of Equity Stake |
Minority stake |
|
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Merger |
Equals merger |
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Reverse Merger |
Purchase control |
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Buyout |
Leveraged, Management |
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Take Private |
De-listing via acquisition |
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Spin-Off |
De-merger/spin off |
|
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Other |
Other |
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Private Funding |
Angel |
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Convertible Note |
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Pre-Seed |
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Seed |
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Series A |
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Series B |
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Series C |
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Series D |
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Series E |
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Series F |
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Series G |
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Venture Capital - Series Unknown |
VC. Unknown Series |
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Growth Capital/Private Equity |
Growth Round |
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PIPE |
Private investment in public equity |
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Debt Financing |
Private debt round |
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Grant |
Non-Equity Grant |
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Non-Equity Assistance |
Other Non Equity |
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Equity Crowdfunding |
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Product Crowdfunding |
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ICO |
Initial Coin Offering |
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Other |
Other |
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Public Offering |
IPO |
Initial Public Offering |
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Follow-on Equity Offering |
Follow On Equity |
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Fixed-Income Offering |
Follow On Debt |
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Composite Units Offering |
Composite Units |
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Derivatives Offering |
Derivatives |
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Structured Products Offering |
Other Structured Products |
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Other |
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Fund Formation |
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