Pelican Point Investment Group

Name

Pelican Point Investment Group

Legal name

Pelican Point Investment Group, LLC

Website

https://pelicanpointinvestments.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Merchant Banking

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Financial Services / Fintech Growth Equity (FSANACAE)

akta.pro secondary industries

Media, Entertainment & Gaming Growth Equity (FSANACAI), SME Term Loans & Growth Capital (FSAKAGAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Merchant banking services
• Private equity investment
• Capital advisory
• Bridge financing
• Real estate investment

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Returns: Returns from direct investments and co-investments in portfolio companies across technology, real estate, media, commodities, and specialty finance sectors.
2. Advisory Fees: Capital advisory and structuring services for JV vehicles, corporate advisory, and capital formation.
3. Financing Spread: Bridge financing, mezzanine financing, and debt placement generating spread income.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Pelican Point Investment Group is a boutique private equity, late-stage venture capital, and merchant banking firm that provides direct investment, co-investment, capital advisory, bridge and mezzanine financing, debt and equity raise capabilities, loan origination, real estate investment JV vehicles, and corporate advisory. It also operates fintech (FundingShield) and media finance (Pelican Point Media, Golden Gate Media) subsidiaries to source and execute deals across technology, real estate, media, commodities, and specialty finance sectors globally.

Product overview

Pelican Point Investment Group is a merchant bank providing a suite of investment and financial services. Its primary product is FundingShield, a fintech solution for mortgage closing risk mitigation. The firm also operates two media-focused subsidiaries: Pelican Point Media LLC (entertainment finance) and Golden Gate Media (film production financing). Core services include direct/co-investment, capital advisory, and bridge/mezzanine financing for clients ranging from post-seed to mature enterprises across technology, real estate, financial services, and media sectors.

Differentiator

Problem solved

Functional benefit

Brands

• FundingShield: Financial technology firm focused on risk mitigation and fraud prevention in mortgage closing processes
• Golden Gate Media
• Pelican Point Media

Products and services

• Direct Investment and Co-Investment Services Merchant banking services providing direct investment and co-investment capabilities for post-seed to mature enterprises across technology, real estate, financial services, media, and commodities sectors globally.
• Capital Advisory and Introduction Capital advisory services providing bridge financing, debt and equity raise capabilities, and capital introduction for post-seed to mature enterprises across multiple sectors.
• Bridge and Mezzanine Financing Debt placement services for bridge and mezzanine financing to support client growth strategies, generating spread income for the firm.
• Loan Origination and Corporate Advisory Loan origination services and corporate advisory for clients in middle market lending, specialty finance, and growth-stage enterprises.
• Real Estate Investment JV Vehicles Real estate joint venture investment vehicles, including co-investment with Cambridge Companies supporting a $350M unleveraged portfolio in California and Nevada, focused on land rezoning, development, and value-add strategies.
• FundingShield Mortgage Closing Risk Mitigation Platform Financial technology platform focused on risk mitigation in mortgage closing protection letters (CPLs), providing verification of closing agents and parties, helping lenders, title companies, and insurers manage defalcation risk and documentation compliance per OCC and CFPB guidelines. Serves top 10 US banks.
• Pelican Point Media (Film and Television Finance) Media and entertainment finance company focused on film and television development, production, financing, and distribution, including slate finance and print and advertising (P&A) budgets for Hollywood films.
• Golden Gate Media (Independent Film Production and Financing JV) Joint venture film production and financing company with Oscar-winning producer Cassian Elwes, focused on independent films with budgets of $2 million to $15 million, producing 2 to 5 films per year. Includes P&A spend co-financing.
• Brazilian Sugar (Raw and Refined) Commodity Allocation Long-term allocation of raw brown cane sugar (ICUMSA 600-1200) and refined sugar (ICUMSA 45) sourced from one of the largest Brazilian firms with refineries operating in domestic and international markets.

Named customers5 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

15 partnerships are on record, tiered flagship, core, major and minor.

• Cassian Elwes / Golden Gate MediaflagshipStrategic or Co-development Partner · 28 April 2015Joint venture to finance independent films with budgets of $2-15M, aiming to produce 2-5 films per year. Leverages Cassian's Oscar-winning film track record and Pelican's financial expertise.
• FundingShieldcoreStrategic or Co-development Partner100% owned portfolio company focused on loan level fraud prevention and risk mitigation for mortgage closing processes. Serves top 10 US banks with compliance and fraud detection solutions per OCC & CFPB guidelines.
• Eli RothflagshipStrategic or Co-development PartnerCo-financing partnership for Cabin Fever reboot and other horror film projects. Ike Suri serves as Executive Producer.
• Cassian Elwes (Film Producer)flagshipStrategic or Co-development PartnerFormer Head of William Morris Independent, arranged financing for 250+ films including Dallas Buyers Club, Lee Daniels' The Butler, All Is Lost. Co-CEO of Golden Gate Media.
• Brad EpsteinmajorStrategic or Co-development PartnerFilm producer and director (Ghosts of Girlfriends Past, About a Boy) partnering on Ripped film production and other projects.
• Cambridge CompaniesmajorStrategic or Co-development PartnerReal estate investment and venture capital firm with $350M unleveraged portfolio. Co-investment partner in California and Nevada real estate development.
• WorldWater & Solar TechnologiesminorStrategic or Co-development PartnerSolar powered portable water purification company. Products used in Flint water crisis relief efforts. Sole Indian distributor through Camelback Ventures.
• LendArchminorStrategic or Co-development PartnerTechnology firm with disruptive end-to-end digital mortgage products. Advisory board member Karthik Kumar serves as EVP and COO.
• Options GroupmajorStrategic or Co-development PartnerLeading global executive search consulting firm focused on financial institutions with offices in 11 countries. Ike Suri co-founded and served as Co-President and CFO.
• Good360minorGTM or Marketing PartnerCharitable organization partnering on Flint water crisis relief efforts. Arranged distribution of water purification system donations.
• Jacaranda Capital PartnersminorStrategic or Co-development PartnerSingapore-based boutique investment, advisory and corporate training company. Founded by advisory board member Sean Mulhearn.
• Camelback VenturesminorChannel Partner/ Reseller/ DistributorIndia-based authorized distributor for World Water & Solar Technologies. Co-founded by India advisory board member Gurjesh Suri.
• Russell PetersminorGTM or Marketing PartnerWorld-renowned comedian and actor partnering on Flint water crisis fundraising campaign and film projects including Ripped.
• PicturehouseminorGTM or Marketing PartnerFilm distribution company co-financing Gloria - A Gloria Trevi Biopic P&A spend.
• Entravision CommunicationsminorGTM or Marketing PartnerLatin American marketing firm co-financing Gloria film theatrical distribution P&A spend.

Scale indicators3 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Stellus Capital Investment: Specialty finance BDC providing first-lien, unitranche, and PE solutions to middle-market companies. Comparable to PPI's specialty finance focus and middle-market lending activity.
• Lincoln International: Global mid-market investment bank focused on M&A advisory and capital raising. Closely comparable in middle-market advisory services and cross-border execution capabilities.
• Main Street Capital: Public business development company focused on lower middle-market PE, debt, and capital advisory. Comparable to PPI in serving growth-stage companies with bespoke capital solutions across multiple verticals.
• Gladstone Investment: Publicly traded middle-market PE firm providing debt and equity to US lower middle-market companies. Closely comparable in size, vertical span, and middle-market origination model.
• Capitala Finance: Specialty finance firm providing lower middle-market direct lending and PE. Comparable to PPI's bridge/mezzanine and growth-capital offerings to smaller enterprises.
• PennantPark Floating Rate Capital: Middle-market direct lender and PE provider. Comparable to PPI in providing flexible debt and equity capital solutions to growth-stage and middle-market borrowers.

Broad incumbents

• Houlihan Lokey: Global investment bank with strong middle-market M&A advisory and capital-raising franchise. Comparable to PPI's capital advisory and corporate finance activities, but at significantly larger scale.
• Oppenheimer & Co. Full-service middle-market investment bank with capital advisory and PE-linked activities. Comparable to PPI in middle-market advisory focus, though at broader institutional scale.
• Rothschild & Co: Global independent financial advisory group with deep merchant banking and PE heritage. Comparable to PPI in merchant banking and cross-border advisory, though at much larger scale and broader scope.
• Investec: International banking and asset management group with private equity, advisory, and specialty lending. Comparable in merchant banking breadth and cross-border execution capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/PelicanPointIG
• Facebookfacebook.com/Pelican.Point.Investment
• LinkedInlinkedin.com/company/pelican-point-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pelican Point Investment Group