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 to further classification.

Deal Class

Deal Type 1

Description

M&A

Acquisition

Controlling stake

Acquisition of Equity Stake

Minority stake

Merger

Equals merger

Reverse Merger

Purchase control

Buyout

Leveraged, Management

Take Private

De-listing via acquisition

Spin-Off

De-merger/spin off

Other

Other

Private Funding

Angel

Convertible Note

Pre-Seed

Seed

Series A

Series B

Series C

Series D

Series E

Series F

Series G

Venture Capital - Series Unknown

VC. Unknown Series

Growth Capital/Private Equity

Growth Round

PIPE

Private investment in public equity

Debt Financing

Private debt round

Grant

Non-Equity Grant

Non-Equity Assistance

Other Non Equity

Equity Crowdfunding

Product Crowdfunding

ICO

Initial Coin Offering

Other

Other

Public Offering

IPO

Initial Public Offering

Follow-on Equity Offering

Follow On Equity

Fixed-Income Offering

Follow On Debt

Composite Units Offering

Composite Units

Derivatives Offering

Derivatives

Structured Products Offering

Other Structured Products

Other

Fund Formation

Did this answer your question?