Financely is a global capital advisory firm focused on private credit, trade finance, project finance, and acquisition-related funding. We support mid-market companies and sponsors that need institutional-grade structuring, a controlled capital process, and a credible pathway to underwriting through regulated partners.
We are not a bank and we do not lend from our own balance sheet. Our role is to translate real commercial demand into lender-ready structures, then coordinate placement and execution with vetted financial institutions that apply full KYC, AML, sanctions screening, and credit approvals.
Our advisory work spans capital stack design, underwriting preparation, lender-grade materials, term sheet calibration, and targeted distribution. We focus on deals where structure matters as much as pricing. A well-built mandate protects the sponsor’s credibility and improves the probability of receiving executable terms.
We also support credit enhancement and risk tools where they are appropriate for the underlying transaction, including standby letters of credit and demand-style guarantees arranged through regulated channels.
Every mandate is driven by bankability, not by marketing claims.
We aim to reduce false starts and compress the path to credit committee approval.
We prioritize post-revenue companies and sophisticated sponsors with clear governance and supportable cash flow narratives. In most cases, we are best suited to businesses with meaningful operating history and strong documentation, preferably with EBITDA at institutional levels.
We are not a fit for parties seeking guaranteed outcomes, or for transactions that cannot demonstrate a legitimate commercial obligation and a realistic source of repayment or security.
Our process is underwriting-led. We start with a structured eligibility assessment and a clear view of what the market is realistically prepared to finance. If the case fits, we move into capital structure design, data room preparation, and targeted outreach across relevant lender segments.
We coordinate with client counsel and specialist advisers where needed, including technical, insurance, and legal teams. The strategy is to build a complete and coherent package before the file reaches any risk desk.
We value precision, confidentiality, and straight execution. Capital providers are selective, and they respond best to disciplined sponsors who respect process. Our role is to help clients meet that standard and present a defensible ask that can survive scrutiny.
We run controlled processes with clear deliverables, realistic timelines, and structured investor targeting. This protects the sponsor’s narrative and avoids uncontrolled market noise.
Financely operates as advisor and arranger alongside regulated financial institutions. All outcomes remain subject to underwriting, approvals, and full compliance standards.
We engage with capital providers across North America, Europe, the Middle East, and Asia. Terms and investor expectations vary by region, sector, and sponsor profile. We focus on aligning each mandate with the right slice of capital, rather than forcing a one-size structure across different markets.
If a transaction requires structured private credit, trade finance, project finance, or acquisition funding and you want an underwriting-led process through regulated partners, Financely can review your case and outline the most credible execution route.
Discuss Your MandateDisclaimer: This page is for general information only and does not constitute legal, financial, or investment advice. Financely acts as advisor and arranger through regulated partners and is not a bank or direct lender. Any financing, guarantee, or capital placement is subject to underwriting, KYC, AML, sanctions screening, legal review, perfected security where applicable, and approvals by relevant institutions. Professional and corporate audience only.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestAccess non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestSecure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFinancely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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