Capital Raising & Investor Matching Service
Use our platform to connect with investors who align with your financial profile. Whether you're eyeing accredited individual investors or established institutions, our curated database has you covered.
Funding Solutions
Trade Finance
Secure capital through tailored introductions to funders specializing in Letters of Credit and RCF. Expand your trade operations with the right partners.
Project Finance
Centralize your funding needs. We introduce you to experts eager to finance unique and diverse projects, streamlining your capital raise journey.
Private Credit
Get connected with lenders specializing in private credit. Our support ensures that you find the right match for your requirements.
Real Estate Debt
Raise capital efficiently for your property ventures. We align you with funders adept in real estate debt, boosting your project's potential.
Infrastructure
Your infrastructure projects need specialized funding. We introduce you to financiers who understand and value infrastructure endeavors.
Mezzanine Debt
Navigate the hybrid world of debt and equity. We connect you to funders skilled in mezzanine financing, ensuring optimal financial structures.
Placements
Diversify your capital sources. We introduce you to a network eager to participate in private placement opportunities i.e. oil exploration.
Distressed Debt
Turn challenges into opportunities. Let us connect you with specialized funders in distressed debt for optimal financial outcomes.
Required Documents for Deal Vetting:
- Executive Summary of the Project/Company
- Business Plan with Financial Projections
- Proof of Company Registration/Legal Entity Documentation
- Past Financial Statements (at least 3 years if applicable)
- Memorandum of Understanding (MOU) or Letters of Intent (if any)
- Current Company Financials
- Term Sheet or Outline of Investment Terms
- Personal Financial Statements of the Major Owners/Principals
- Regulatory and Compliance Documents (if applicable)
- Any Other Relevant Supporting Documentation
Note: Should your documents require formatting or you're missing any essential paperwork, our team is available for assistance at an additional fee.
Subscription Tiers
Business
$16,500/mo
Targeted Introductions:
For companies looking to raise capital, introductions can make all the difference. The Business tier ensures that your venture is aligned with funders whose interests match yours, maximizing the likelihood of successful collaborations.
Insightful Market Analytics:
Stay informed with data-driven insights about the current investment landscape. Understand investor behaviors, preferences, and trends relevant to your industry, equipping you to make strategic decisions.
Interactive Deal Rooms:
Present your capital raise opportunity in virtual deal rooms, allowing potential investors to delve into the details, ask questions, and express interest—optimizing the deal-making process.
Priority in Monthly Investor Showcases:
Gain prominence by being featured in our monthly investor showcases. With this, your capital raise proposition will be spotlighted to a select audience of active investors, amplifying visibility.
Premium
$33,500/mo
Comprehensive Network Access:
Leverage all the advantages of the Business tier, coupled with expanded opportunities unique to our Premium subscribers.
Expert Financial Advisory:
Gain insights from our roster of seasoned financial services professionals. Whether you need guidance from a FINRA-registered advisor, a CFA Level III holder, or other top-tier certified professionals, we're here to offer advisory services to ensure the best outcome for your capital raise.
Document Structuring Assistance:
Collaborate with our experts for tailored advice on structuring your offering documents, enhancing their appeal to potential investors.
Tailored PR & Marketing Support:
Amplify your presence with PR & Marketing strategies designed specifically for your financial project.
Custom Distribution Lists:
Target the right audience with distribution lists tailored for up to 5 distinct asset class transactions.
Round-the-Clock Client Portal Support:
Experience unparalleled support with access to our client portal 7 days a week, ensuring continuous assistance for any queries or needs.
1 Onboarding
Upon confirming your subscription, you'll immediately gain access to our exclusive client portal—a seamless starting point tailored for our valued clients.
2 Documents
Transition into our submission phase with ease. Use our portal to upload your deal-specific documents, assured in the knowledge that every data point is securely housed.
3 Introduction
Once your documents pass our vetting process, the magic begins. We curate introductions, connecting you with funders specifically aligned to your project's needs.
Our Funder Profile
280
PE Principals
45
Heads of Trade Finance
80
Commercial Banks
3,000
Accredited LPs
Our Partnership Network
Money-Back Guarantee: If the Subscriber, having duly submitted all requisite documentation for funding purposes, fails to secure an introduction to a funder within ninety (90) calendar days from the subscription's inception, Financely shall refund the full subscription fee. Except as expressly provided herein, no refunds shall be granted under any other circumstances. Claims for refunds must be directed to Financely's customer service with relevant details. Notwithstanding the foregoing, Financely bears no liability for any lack of due diligence or misrepresentations made by any party in the funding process.
Financely offers specialized trade finance and project finance advisory services to businesses and governments around the world, without operating as a securities broker/dealer. For detailed information about what we do, please consider booking a consultation with us.
Our website has all the necessary details about our services. If you're interested in working with us or have more questions, you're welcome to request a formal quote or set up a consultation.
This approach helps us focus on serious inquiries and ensures that both your time and ours is used efficiently.
Financely Inc. is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas established Trust or its relevant authorised affiliates. Our advisory business is carried out through Financely Group LLC. We do not operate as a securities broker/dealer. Please read our terms of service to determine if working with Financely Group is appropriate for you. Pursuant to the Dodd-Frank Act, we operate as an exempt
foreign private adviser in the United States.