Beneficient amended its Standby Equity Purchase Agreement with Yorkville to increase the equity commitment from $250 million to $100 million and secured a $4.0 million convertible promissory note facility. The company issued two notes of $2.0 million each, receiving approximately $3.6 million in gross proceeds after a 5% original issue discount. These notes mature on June 30, 2027, bear interest at 5.0% per annum, and are convertible into Class A common stock at a price lower of $5.6064 or 92% of the five-day VWAP, with a floor price of $0.89. Beneficient operates in the digital health sector, providing technology solutions for healthcare providers.

On July 10, 2026, Beneficient funded the closing of a primary capital transaction involving a $7.44 million net asset value investment fund interest. In exchange for the interest, a customer received 744,455 shares of Series B-11 Resettable Convertible Preferred Stock, which is convertible into Class A Common Stock at an initial conversion price of $3.6514 per share. Beneficient is a technology company providing software solutions for the financial services industry.