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 |
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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 |
| 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 |
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| Product Crowdfunding |
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| 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 |
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Fund Formation |
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