Affordable Trade Finance Advisor for SMEs | Financely

Affordable Trade Finance Advisor for SMEs

Supercharge your cash flow and secure working capital lines with our fractional CFO trade finance advisory for small and mid-sized businesses. Benefit from pre-negotiated forward flow agreements, SPV setup, and hands-on support. Packages start at $9,950.

Request A Quote

Core Advisory Services

Fractional CFO Trade Finance

On-demand CFO expertise to structure and optimize your trade finance deals.

Forward Flow Agreements

Lock in continuous working capital lines via our exclusive lender partnerships.

SPV Structuring & Management

Create bankruptcy-remote vehicles to hold collateral and streamline compliance.

Credit & Risk Underwriting

Deep analysis of counterparty risk to boost your approval odds and margins.

Why Partner with Financely

Seasoned Experts

Our team combines decades of Wall Street and global trade-finance experience.

Transparent Pricing

Flat advisory fee from $9,950 USD—no surprises, ever.

Fast Turnaround

Term sheet and lender introductions in under 14 days.

Proven Track Record

Hundreds of SMEs funded—average deal size $500K–$3M.

Our Grand Slam Offer

Dream Outcome

Secure $250K–$5M in trade-finance lines within 30 days.

Fast Results

Term sheet & lender intro in just 10–14 business days.

Effortless Process

We handle underwriting, SPV setup, and lender negotiations end-to-end.

Risk-Free Guarantee

If you don’t secure funding in 30 days, we work free until you do.

How It Works

1. Free Assessment

We review your current financing, volumes, and objectives.

2. Tailored Strategy

Our fractional CFO crafts a custom roadmap with forward flow deals.

3. Engagement

Sign on with our advisory and pay the flat fee to kick off work.

4. Execution

We negotiate with lenders, set up SPVs, and secure your lines.

5. Ongoing Support

Continuous monitoring, reporting, and refinancing as needed.

Frequently Asked Questions

What are your advisory fees?

A flat retainer starting at $9,950 USD covers strategy, negotiations, and SPV setup. No hidden costs.

Why hire a fractional CFO for trade finance?

Gain senior-level expertise without the full-time salary. Scale advisory resources to match your deal flow.

What are forward flow agreements?

Pre-negotiated, revolving financing lines with our lender partners—ensures continuous access to working capital.

Our Team

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.

Pascal Meier

Onboarding & Resourcing Lead

Coralie Dubois

Director

Jason Leung

Head of Credit & Structuring

Lucas Reinhardt

IR & Distribution