Private Capital Advisory For Sponsor-Led Deals

Trade Finance, Project Finance, Commercial Real Estate And Acquisitions

Financely helps post-revenue companies and deal sponsors close institutional capital. We underwrite the transaction, structure the financing, deliver a lender-ready package, and run a tight process from first terms to closing. Where licensing applies, regulated partners execute under their own approvals.

What We Deliver

The Work Behind A Lender-Ready File

Every mandate produces a defined set of documents and analysis that lenders can underwrite without chasing you for the basics. Here is what our team builds, and what you receive.

Core Capabilities

Credit Underwriting Risk assessment framed the way credit committees read it.
Financial Modeling Three-statement models, debt sizing and sensitivity analysis.
Capital Structure Design Senior, mezzanine, equity and hybrid layers sized to the deal.
Credit Enhancement Collateral, security, SBLC, surety, DSRA and insurance structuring.
KYC/AML and Due Diligence Sponsor and counterparty files ready for bank compliance.
Process and Negotiation Term sheet negotiation and lender process management to close.

For commodity traders, importers and exporters raising transactional or revolving facilities.

  • Transaction credit memo and deal summary
  • Trade flow and cash cycle mapping
  • Borrowing base and collateral management structure
  • Offtake and supply contract review
  • Counterparty and country risk analysis
  • KYC/AML pack ready for bank compliance
See full trade finance deliverables

For sponsors of energy, infrastructure and industrial projects approaching banks, ECAs and debt funds.

  • Project finance model with cash flow waterfall, DSCR, LLCR and IRR outputs
  • Risk allocation matrix covering construction, operating, offtake, FX and political risk
  • Bankability review of EPC, O&M, offtake and land agreements
  • Sources and uses, drawdown schedule and debt sizing
  • Information memorandum and structured data room
  • Term sheet comparison and financial close support
See full project finance deliverables

For developers and owners raising senior, construction, bridge or mezzanine capital.

  • Underwriting model with rent roll, NOI, LTV, LTC and DSCR analysis
  • Market and comparables analysis
  • Construction budget and draw schedule review
  • Covenant and reserve structuring
  • Lender presentation and executive summary
  • Term sheet benchmarking across lender responses

For buyers and sponsors financing buyouts, recapitalizations and equity gaps.

  • Acquisition model with debt capacity and returns analysis
  • Quality of earnings review coordination
  • Sources and uses and equity gap funding structure
  • Leverage and covenant analysis
  • Confidential information memorandum and teaser
  • Lender call preparation and Q&A management

Tell us what you are raising for and we will scope the exact deliverables your deal needs.

Request A Quote

Who We Are

We are a global capital advisory network focused on sponsor-led transactions that need real structuring and credible execution. Financely supports trade finance, project finance, Commercial Real Estate, and acquisition deals from lender-ready packaging through closing.

How It Works

How it Works

We support Trade Finance, Project Finance, Commercial Real Estate, and Mergers & Acquisitions deals, including acquisitions, refinancings, recapitalizations, and time-sensitive equity gap situations.


Submit Your Deal
Share the key details—what you're raising for, how much you need, and what’s already in place. We’ll take it from there.
We Review & Structure
We assess your opportunity, offer structuring support if needed, and help position your deal for the right kind of capital.
Connect With Lenders
Once ready, we introduce your deal to lenders or capital providers who match your needs—by region, sector, and deal size.
Request A Quote

Trade Finance

Full Scope Structured Trade & Commodity Finance Execution

Access competitive commodity and cross-border trade finance from regulated banks and private credit funds. Submit a single transaction brief and we handle credit structuring, KYC/AML compliance, and full documentation. Pre-screened lenders receive a complete credit pack and compete on pricing and terms. A one-off retainer covers underwriting and structuring. You pay no success fee.


Project Finance

Secure large-scale project finance for energy, infrastructure, and industrial developments arranged with international banks, ECAs, and private debt funds. Each mandate is engineered for bankability with detailed cash-flow models, risk allocation, and credit documentation. Fees are limited to a one-off retainer. You pay no success fee at financial close.

More About Us

Commercial Real Estate

Obtain senior mortgage debt, construction loans, mezzanine capital, and equity syndications  arranged with institutional lenders and qualified investors. Detailed market analysis, financial modeling, and covenant structuring position each deal for competitive bids and timely closing. Engagements run on a one-off retainer. You pay no success fee once capital is disbursed.


We Bridge Your Funding Gaps

Our platform quickly connects your deals to the right private capital partners, especially for SMEs and mid-market businesses.


We ensure timely execution and build lasting investor relationships. Proposals are available upon request for qualified parties.

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Why Financely
Why Financely
For Investors
For Trade Partners
For Project Finance
Access to Origination Deals
Gain exposure to expertly-originated, asset-backed trade finance transactions curated for institutional investors.
Liquidity Through Tokenization
Invest in tokenized trade finance instruments with access to secondary markets for seamless entry and exit.
Risk Mitigation
Transactions are structured with collateralized SPVs, minimizing counterparty risks and ensuring secure returns.
Diversified Portfolio Distribution
Optimize your investment portfolio with geographically and sector-diversified trade finance opportunities.
Transparent Structuring
Leverage blockchain-enabled transparency for real-time reporting and visibility across all investment flows.
Predictable Yields
Generate consistent returns through structured, short-tenor trade finance investments backed by real-world assets.
Access to Capital Markets
Tap into institutional funding networks, securing affordable and scalable trade financing solutions.
Scalable Transactions
Finance transactions ranging from $500K to $50M, ensuring scalability for complex global trade operations.
Securitization Solutions
Tokenize and securitize receivables to optimize liquidity and enhance cash flow management.
Operational Efficiency
Streamline trade finance operations through blockchain-driven automation, reducing overhead costs and delays.
Enhanced Reliability
Trade transactions are collateralized with first-priority claims on receivables, ensuring confidence for all parties.
Working Capital Optimization
Convert trade receivables into liquid assets with tokenized solutions, accelerating cash flow cycles.
Structured Funding Solutions
Secure funding for large-scale projects through SPV structuring and financial engineering.
Global Syndication
Access a global network of institutional lenders and investors for scalable project finance.
Risk Mitigation Strategies
Implement advanced risk-sharing techniques to ensure successful project execution.
Feasibility Analysis
Comprehensive financial modeling to assess and validate project viability and ROI.
Customized SPV Structuring
Design bespoke SPV structures to align with lender and stakeholder objectives.
Regulatory Compliance
Navigate complex regulatory landscapes to ensure adherence to international standards.

Be Market-Ready Before Market Exposure

Most capital processes fail for predictable reasons: the file is not credit-clean, the risk is framed poorly, the wrong lenders get approached, and momentum dies in weeks of unstructured back-and-forth.

Financely exists to prevent that. We bring discipline to the process so you present one consistent narrative, control the flow of information, and keep negotiations anchored to verifiable facts rather than sales talk. 

The result is stronger lender engagement, fewer dead-end conversations, and fewer last-minute surprises that blow up terms. Just as important, it protects your reputation by ensuring your first impression in the market is professional, complete, and decisionable.