Fundraising for Physical Commodity Transactions | Metals, Oil & Gas, Softs | FG Capital Advisors

Important. Advisory services only. We are not a broker-dealer or a lender. Where applicable, offerings target accredited investors under Reg D 506(c) with verification. Any financing or prepayment is subject to counterparty approvals, due diligence, KYC and AML, regulatory clearances, and definitive documentation. This page is informational and not a solicitation to any person who is not eligible to receive it.

Fundraising for Physical Commodity Transactions

What We Deliver

Capital raising and structured offtake for metals, oil and gas, and soft commodities. We turn supply, sales, and logistics data into an investable case, prepare institutional materials, run targeted processes with traders, funds, and lenders, negotiate prepays and receivables programs, and close on fixed timelines.

Core Outcomes

  • Bankable narrative with volume, quality, pricing, and delivery clarity
  • Data room aligned to trader and lender diligence
  • Qualified pipeline of buyers, investors, and credit providers
  • Term sheets with security, waterfalls, and risk protections
  • Conditions precedent tracked to first draw and steady-state cycles

Who We Support

  • Producers, processors, and trading platforms
  • Aggregators and offtake SPVs
  • Refineries, mills, and tolling operators
  • Importers and distributors with repeat flows

Commodities and Structures

Metals

  • Copper cathode and concentrate, cobalt, nickel, lithium chemicals
  • Ferrous, alloy, and scrap with assay and penalty mechanics
  • Pre-export finance, borrowing bases, and warehouse receipt lines

Oil and Gas

  • Crude, middle distillates, LPG, LNG
  • Prepayment structures with cargo control and performance tests
  • Back-to-back LC chains and collateral management at terminal

Soft Commodities

  • Grains, oilseeds, sugar, coffee, cocoa, cotton
  • Warehouse and field warehousing with inspection regimes
  • True-sale receivables and distributor finance

Counterparties

  • Global traders, refiners, and mills
  • Commodity trade finance banks and private credit funds
  • Insurers for performance and political risk
  • DFIs and ECAs where eligibility applies

Capital We Raise

Equity and Quasi-Equity

  • Working capital equity for trading books and inventory
  • Structured equity tied to volume and margin milestones
  • Convertibles and bridges to scale cycles

Debt and Prepayments

  • Offtake-backed prepays with price formulas and delivery tests
  • ABL and receivables programs with concentration and dilution controls
  • Borrowing bases over inventory with eligibility and haircuts

Use Of Proceeds

  • Purchase and shipment cycles
  • Quality upgrades, tolling, and blending
  • FX and commodity hedging collateral

Investor and Lender Profiles

  • Accredited family offices and commodity funds
  • Trade finance banks and private credit
  • Strategic buyers seeking secured flows

How We Execute

Underwriting and Risk

  • Counterparty, logistics, and assay risk mapping
  • Three-case margin and liquidity model with stress tests
  • Security package, escrow waterfalls, and cargo control

Materials and Data Room

  • Deck, term sheet pack, model, and trade book history
  • Contracts, incoterms, LC formats, and inspection reports
  • Hedging policy and broker confirms

Targeting and Outreach

  • Shortlist by commodity, tenor, and risk appetite
  • Intro calls and gated data release under NDA
  • Negotiation to credit-approved commitments

Documentation and Close

  • Prepay, receivables, security, and collateral management docs
  • Conditions precedent and perfection steps
  • Funds-flow, signing, and first draw

Risk Controls We Push For

  • Title transfer, pledge, or trust receipts with possession control
  • Quality and quantity inspection with dispute rules and labs
  • FX and commodity hedging with margining and limits
  • Insurance for cargo, storage, and political risk
  • Sanctions, AML, and UBO checks across counterparties

Eligibility and Required Materials

Eligibility

  • Documented supply and sales contracts or credible LOIs
  • Operational capability for storage, transport, and quality control
  • Historic trade data or pilot cycles with P&L evidence
  • Governance and signatories with decision authority

Initial Materials

  • Trade flow summary, volumes, incoterms, and routes
  • Pricing formulas, differentials, and assay specs
  • Financials, bank statements, and hedging confirms
  • Licences, permits, and warehouse agreements

We issue a data room index and issues list at intake. If these cannot be produced, this mandate will not fit.

Disclosures

  • We act as an advisor. We do not guarantee outcomes.
  • Outreach proceeds under NDAs and applicable marketing rules. Reg D 506(c) applies where securities are offered to accredited investors.
  • Fees and reimbursables are defined in the engagement letter.
  • Timelines depend on counterparty processes, third-party diligence, and document completion.

Start Client Intake

If you need prepay or working capital locked on a fixed timetable, hire us to structure your case, line up traders and credit providers, and run a 4 to 8 week process so you can purchase, ship, and settle cycles without choking liquidity.

Open Client Intake

Notice. Information may change without notice. Nothing herein is an offer to sell or a solicitation to buy any security. Engagements are subject to conflicts checks, compliance review, and formal approval.