Ad spend is often the bottleneck to growth. On Financely’s platform you can raise up to $5 million per month in private credit—underwriting first, distribution next—so your campaigns never stall. Retainer $50 000 + a small percentage of capital raised.
Request QuoteDeep-dive into your cash flows, campaign metrics and collateral to build lender-trusted risk memos.
Access our vetted network of private-credit desks via forward flow agreements, ready to fund ad spend.
We coordinate term-sheet negotiations, closing diligence and drawdown schedules—end to end.
On-demand CFO expertise to optimize your funding structure and scale ad spend efficiently.
Bankruptcy-remote vehicles isolate collateral and lower deposit requirements—so lenders say yes faster.
End-to-end handling of documentation, KYC, regulations and ongoing covenant tracking.
Our team has underwritten over $200 million in ad spend financing across digital and offline channels.
Pre-negotiated credit lines with private lenders—quick drawdowns anytime your campaign needs cash.
Term sheets and funding commitments in as little as 10 business days from engagement.
Flat retainer of $50 000 plus a small success fee (percentage of capital raised)—no surprises.
If we don’t deliver a non-binding term sheet for your ad spend funding within 14 business days, we’ll refund your $50 000 retainer in full.
Financely is an advisory and placement platform, not a lender. All funding is subject to lender approval and standard underwriting. Terms apply.
30-minute call to review your ad performance data, budget needs and growth targets.
We analyze metrics—ROAS, spend history, cash flows—and build the credit package lenders demand.
Via our forward flow agreements, we place your facility with private lenders ready to fund up to $5 M/month.
Draw down funds as needed to keep your campaigns firing on all cylinders—no pauses, no missed opportunities.
We monitor performance metrics, handle covenant checks and advise on refi or top-ups as you scale.
Appointed directly by the owners, this team serves as the operational core of Financely. They manage active mandates, oversee outsourced specialists, and ensure every transaction moves forward with clarity and speed. With collective experience spanning investment banking, credit structuring, legal execution, and investor relations, they bring institutional discipline to every deal we touch.
Onboarding & Resourcing Lead
Director
Head of Credit & Structuring
IR & Distribution
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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