The Global Deal Taxonomy streamlines the way you organize and track your deals Deals on our platform are categorized into four categories: Private Funding, Public Offering, Mergers & Acquisitions (M&A), and Project Funding. This structure is designed to provide a clear and consistent framework for analyzing pipelines, identifying trends, and aligning deals with strategic objectives.
Private Funding
Private funding involves a company obtaining investment funds from private investors, venture capital firms, or private equity firms.
Sub Category | Description |
Accelerator/Incubator | An accelerator or incubator round for startups is a program designed to support early-stage companies by providing them with resources, mentorship, and funding to accelerate their growth. |
Angel | Individual angel investor providing capital to support a startup. |
Convertible Note | A loan that can convert into equity at a later stage. |
Corporate - Growth Capital | Investment by a corporation to aid the growth of a company. |
Debt Financing | Borrowing money with an obligation to repay. |
Early Stage - VC |
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Equity Crowdfunding | Collecting small investments from a large number of individuals. |
Fund Formation Round | Establishing an investment fund by pooling money from investors. |
Grant | Financial assistance provided by a government or organization. |
ICO | Fundraising method where a project sells tokens to the public for the first time to raise initial capital. |
Joint Venture | Collaboration between two companies to achieve a common goal. |
Late Stage - VC | Investment in mature companies nearing significant growth. |
Liquidation | Sale of assets to pay debts when a company cannot continue operating. |
Non-Equity Assistance | Non-Equity Assistance financial aid provided without ownership in return. |
PIPE | Private investment in a public company. |
Pre-Seed | Early-stage funding to help a startup develop its idea. |
Private Equity - Growth Capital | Later stage investment in private companies to fuel expansion. |
Product Crowdfunding | Crowdsourcing funds for a specific product or project. |
Secondary Transaction | Buying and selling existing shares of a private company. |
Seed | Early-stage investment to help a startup get off the ground / Initial investment to support a startup in its early stages. |
Series A | Series A investment round is the first significant investment round for a startup. |
Series B | Series B investment round to accelerate a startup's growth. |
Series C | Series C investment round to fuel a startup's expansion. |
Series D | Series D investment round to support a company's growth strategy. |
Series E | Series E investment round to sustain a company's growth trajectory. |
Series F | Series F investment round for a well-established company. |
Series G | Series G investment round for a mature company. |
Series H | Series H investment round for an established company. |
Series I | Series I investment round for an established company. |
Series J | Series J investment round for an established company. |
Venture Capital - Undisclosed | Investment made by venture capital firms without public disclosure. |
Public Offering
Public Offering refers to transactions where a company issues shares or securities to the public, often through an Initial Public Offering (IPO). This type of deal allows companies to raise capital by offering ownership stakes to a broad base of investors.
Sub Category | Description |
IPO | An initial public offering (IPO) or stock launch is a public offering in which shares of a company are sold to institutional investors and usually also to retail (individual) investors |
Follow-on Equity Offering | A Follow-on Offering, also known as a Follow-on Public Offering (FPO) is the creation and sale offering of stock from an already publicly traded company. In a Follow-on Offering, the public company creates or issues new shares and offers them for public sale typically to raise capital for business growth strategies. |
Fixed-Income Offering | Issuing debt securities to investors. |
Composite Units Offering | Composite units are collections of financial assets used to measure market or sector performance, while a 'unit offering' is a public offering that combines debt and equity securities. However, such an offering must not derive more than 10% of its proceeds from equity and should not result in the company having a class of equity securities that requires registration under the Exchange Act |
Derivatives Offering | A "Derivative Offering" involves capitalizing a financing entity, typically structured as a trust or partnership, through the issuance of preferred securities. The financing entity then lends the proceeds to the Company and/or its Subsidiaries in exchange for their debt securities. |
Structured Products Offering | Structured products are savings or investment vehicles whose returns are tied to specific features like maturity date, coupon date, or capital protection level, and they're often linked to underlying assets such as securities, options, indices, commodities, currencies, or derivatives |
Public Equity Investment | A Public Equity Investment involves purchasing shares in a publicly traded company through stock exchanges. These investments offer liquidity, transparency, and regulatory oversight, appealing to investors seeking capital appreciation, dividends, or strategic influence. |
Mergers & Acquisitions (M&A)
Mergers & Acquisitions encompass deals where companies are combined, merged, or acquired to create strategic synergies or expand operations. These transactions are often driven by goals such as market expansion, cost efficiencies, or competitive advantage.
Sub Category | Description |
Acquisition | An acquisition occurs when a certain company acquires the majority or all of the shares of another company in order to take over that company. This type also includes mergers as well acquisition of equity stake. |
Acquisition of Equity Stake | Buying a portion of a company's ownership. |
Buyout | PE Fund acquisition. |
Leveraged Buyout | PE Fund acquisition financed by debt. |
Management Buyout | Current management team purchases the company they work for. |
Merger | Two companies combining to form a single entity. |
Reverse Merger | Smaller company acquiring a larger company. |
Spin-Off | Spin-Off Divestment to turn a subsidiary into a new and separate company. |
Private Equity Acquisition | A private equity company acquiring a company and adding it to their portfolio. |
Project Funding
Project Funding provides financial backing for specific initiatives or developments, such as infrastructure projects, R&D efforts, or real estate developments. This type of deal is often structured around the unique requirements and timelines of the project.
Sub Category | Description |
Project Finance | Project finance provides funding of long-term infrastructure, industrial projects, and public services. |