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Financial Services
Adapt and prosper
At Plancorp Capital, we build long-term relationships with our clients, we act with transparency and objectivity – we are flexible, uncomplicated, agile – our proposal is to provide a high value-added service at competitive costs. We develop customized financial solutions that enable our clients to adapt to market conditions and thrive in any scenario.
Financial Advisors
What makes us different?
In the Investment Banking area , we first gain an in-depth understanding of the company's and the entrepreneur's current situation, as well as the cyclical and strategic issues impacting the business. Next, we review the business plan with the entrepreneur and their team under different scenarios to determine the best capital structure to fulfill the plan. Based on the capital structure, we define the investment vehicle and the best debt and/or equity instrument to raise funds from the capital markets. We conclude by structuring the transaction and capitalizing the company.
In our Financial Services division , we offer customized solutions for businesses. We achieve the best cash flow profitability, currency exchange services with fluctuation protection, international payments and collections, and import financing.
We increase working capital through solutions such as receivables discounting and collateralized loans.
We also have partners with expertise in the purchase and sale of electricity, without the need for intermediation from distributors.
In Wealth Management , we first understand the life stage of the entrepreneur and their family. From there, we analyze the corporate, tax, and inheritance context of the family's assets in Brazil and abroad. Next, we assess the individual risk profile of the holders of these assets. Only after these steps do we delve deeper into the current portfolio analysis and design a strategy for allocating liquid resources across different asset classes. We seek to maximize profitability in a manner compatible with the risk level and desired liquidity horizon—in Brazil and abroad.
In the Venture Capital area , we are entrepreneurs, advisors, and investors. This sets us apart from other market players. We have the practical expertise of entrepreneurs, the methodological knowledge of advisors, and the clinical perspective of investors on risk and return. We transfer this know-how to companies and entrepreneurs seeking capital, in addition to the capital itself.
Investment Banking
In the Investment Banking area, we are a FINANCIAL DISINTERMEDIATION PLATFORM, providing access to the best and largest capital managers (Investors) in the market (Brazil and USA), with whom we structure and enable creative and customized long-term debt and venture capital operations.
We also directly access several Strategic Investors (Companies) who are looking for opportunities in mergers, sales and acquisitions of companies.
Financial Services
In Financial Services , we help companies invest their cash, maximizing returns with liquidity and low risk. We offer spot and future exchange rates, managing exchange rate risk, making and receiving payments, and offering international commodity financing. By anticipating receivables, we ensure quick access to cash to improve cash flow and increase liquidity, allowing companies to replenish their working capital. We offer collateralized credit, guaranteed by investments, guaranteeing better terms and lower interest rates. We also have partners with expertise in the Free Energy Market, ensuring cost reduction and the ability to choose suppliers and renewable sources.
Wealth Management
In the Wealth Management area, we provide a complete solution to manage the assets of Business Owners and their Families - from Structuring the Family Office and its Investment Vehicles to Managing the Liquidity Portfolio on an Open Platform.
We have access to a wide range of investment products in Brazil and abroad. We also offer unique investment opportunities in real estate and businesses.
Venture Capital
In the Venture Capital area, we take advantage of Plancorp Capital's extensive experience and networking to provide “Smart Money” to real estate entrepreneurs (Construtechs and Proptechs) and financial (Fintechs).
We support entrepreneurs from the initial investment rounds to the partial or total realization of value with strategic investors or the capital market.
Capital Markets
Private Equity, M&A and Real Estate
Wealth Management
Venture Capital
Quick links
Bloomberg
Brazil Journal
Neofeed
Portal Fusões e Aquisições
Valor Econômico
Plancorp Capital
Our company
Capitalization or company sale operations
Wealth management consultancy
Venture capital for startups
financial and real estate companies
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