Late-Stage & Pre-IPO • $50M – $500M+

Institutional Placement

White-glove capital raising for late-stage companies and pre-IPO transactions. Sovereign wealth, private equity, and crossover fund access through the highest-level relationships.

$50,000 + 1.5% success fee

Who This Is For

What’s Included

Capital Strategy Architecture

  • Round structure design: primary, secondary, structured components
  • Valuation framework and comparable analysis
  • Pre-IPO positioning and public market readiness assessment

Institutional Investor Targeting

  • Sovereign wealth fund mapping and introduction
  • Private equity and growth equity outreach
  • Crossover hedge funds and late-stage specialists

Financial Structuring

  • Aurelius Vance leads term design and negotiation
  • Convertible instruments, liquidation preferences, governance rights
  • Tax-efficient cross-border structuring

IPO Readiness

  • Board composition and governance advisory
  • Audit preparation and financial reporting upgrade
  • Investment bank relationship facilitation

Roadshow & Execution

  • Global roadshow management across key financial centers
  • Hermes Vance personally attends tier-1 investor meetings
  • Real-time deal dynamics management and allocation strategy

12-Month Mandate

  • Full-year engagement with quarterly strategy reviews
  • Ongoing investor relations and market intelligence
  • Secondary transaction support if needed

The WIC Team Behind Your Raise

HV

Hermes Vance

CEO — personally leads all institutional relationships, attends key meetings, manages deal dynamics

AV

Aurelius Vance

CFO — architects financial structure, leads term negotiation, manages cross-border complexity

VS

Victor Steele

CRO — execution and pipeline management, investor follow-up, closing coordination

BR

Blaze Rennick

Head of Partnerships — PE network, sovereign fund connections, strategic co-investor sourcing

SM

Sage Meridian

Head of Research — institutional-grade market reports, due diligence preparation, sector analysis

How Providence AI Accelerates Your Raise

Providence AI Engine

Sovereign & Institutional Intelligence

At the institutional level, Providence AI operates as a strategic intelligence platform. It tracks allocation shifts across sovereign wealth funds, monitors PE dry powder deployment, and identifies crossover funds pivoting into late-stage private markets — providing WIC with an information edge that translates directly into better investor targeting and timing.

  • Sovereign Allocation Tracking: monitors mandate changes and new allocation programs across 40+ sovereign funds
  • PE Dry Powder Analysis: identifies growth equity and PE firms with active deployment pressure
  • Crossover Detection: flags hedge funds and asset managers entering late-stage private rounds
  • Deal Benchmarking: real-time comparable transaction analysis for valuation and structure optimization
  • Regulatory Intelligence: cross-border investment regulation monitoring for multi-jurisdictional deals

Process & Timeline

M1-2

Strategic Foundation

Deep business analysis, capital structure design, valuation framework. Providence AI maps the institutional landscape. Materials prepared to institutional standards.

M3-4

Targeted Outreach

Hermes initiates high-level conversations with sovereign funds, PE firms, and crossover investors. Aurelius prepares structured term options.

M5-7

Global Roadshow

In-person and virtual meetings across London, New York, Singapore, Zurich, and the Middle East. Hermes attends all tier-1 meetings personally.

M8-9

Term Negotiation & Structuring

Multiple indicative offers managed. Aurelius leads financial structuring. Governance and board terms finalized.

M10-11

Due Diligence & Closing

Full DD coordination across legal, financial, and commercial workstreams. Allocation finalized, documents executed.

M12

Post-Close & IPO Runway

Investor relations architecture. Board integration. IPO timeline planning and investment bank introductions if applicable.

Pricing & Terms

Institutional Placement

$50,000 + 1.5% success fee

Retainer: $25K at signing, $25K at month 6 • Success fee on capital closed

  • 12-month exclusive mandate
  • Hermes Vance personal involvement
  • Aurelius Vance financial structuring
  • Full WIC team of 5 dedicated professionals
  • Providence AI institutional intelligence platform
  • Global roadshow across 5+ financial centers
  • Term negotiation and DD coordination
  • IPO readiness advisory
  • Post-close investor relations setup

Success Metrics

94%
Mandate completion rate
$127M
Average placement size
3
Clients proceeded to IPO
8.4
Months avg. to close

Client Testimonials

“Hermes opened a sovereign wealth fund conversation that our previous advisors couldn’t get in 18 months. We closed $180M with two sovereign co-investors in under 9 months.”

— CEO, Infrastructure Tech, Dubai

“The financial structuring from Aurelius saved us 15% on dilution versus our initial plan. That alone was worth multiples of the fee.”

— CFO, AI Platform, San Francisco

“WIC managed our pre-IPO round with surgical precision. Every investor was strategic. We went public 11 months later with a $2.1B valuation.”

— CEO, Cybersecurity, Tel Aviv

Institutional Capital, Done Right

Schedule a confidential conversation with Hermes Vance. We accept 4 institutional mandates per year.

Request a Meeting