We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Financely is building a focused agentic AI Commercial Real Estate gap funding advisory workflow for transactions that need speed, structure, and tighter execution discipline. This page focuses on three high-intent use cases: Commercial Real Estate gap funding, commercial mortgage financing, and construction financing. For the broader platform announcement across deal types, read Financely Is Going Agentic For Deal Execution.
Most delays in these deals are not caused by a lack of capital alone. They come from broken file preparation: incomplete sources and uses, unclear repayment logic, missing construction budgets, weak draw assumptions, or a debt stack that is not presented in a lender-ready sequence. We are building a supervised workflow to reduce that drag.
Our agentic AI commercial mortgage advisory and agentic AI construction financing advisory workflows are designed to shorten intake and packaging time while keeping human underwriting judgment in control. The system supports process execution, file normalization, and task routing. Human professionals still review risk, structure the capital stack, and manage lender and investor discussions.
This is a transaction-focused service positioning page. It does not promise approvals, commitments, or funding. Outcomes depend on sponsor profile, collateral, project economics, documentation quality, and third-party underwriting.
This page is written for buyers, sponsors, and developers looking for a Commercial Real Estate gap funding advisor or a faster path to a lender-ready package for a commercial mortgage or construction financing request. It is especially relevant when a transaction already has a timeline, a purchase agreement, a term sheet discussion, or a defined capital shortfall.
For sponsors who need a defined gap layer between senior debt proceeds and total capitalization, and need a file packaged for debt and equity counterparties quickly.
For acquisition or refinance files that need cleaner underwriting preparation, clearer debt-service logic, and better lender-facing presentation.
For developers seeking construction financing with a disciplined package that clearly shows budget, contingencies, draw logic, timeline, and repayment or takeout assumptions.
For transactions combining bridge debt, commercial mortgage proceeds, and a gap funding layer where timing and capital stack clarity determine whether the deal moves.
We are intentionally focusing the workflow on high-intent requests, including searches and deal situations like Commercial Real Estate gap funding services, commercial mortgage gap financing advisory, construction financing gap funding for developers, Commercial Real Estate bridge and gap funding advisor, and Commercial Real Estate capital stack advisory for limited sponsor equity.
That means the workflow is not built for generic education only. It is built for active transactions that need underwriting preparation and distribution support.
Agentic AI in this context means a supervised, multi-step workflow with rules, checkpoints, and handoffs. It helps process the file faster before human review. It does not replace underwriting.
| Commercial Real Estate Workflow Stage | Agentic Workflow Support | Human Team Role |
|---|---|---|
| Intake And File Normalization | Sort documents, map property and sponsor data, identify missing items, and structure the working file. | Confirm fit, reject weak submissions, and define the right execution path. |
| Commercial Mortgage Underwriting Prep | Prepare structured summaries of sources and uses, repayment logic, and key file gaps for review. | Assess bankability, collateral position, sponsor strength, and downside protections. |
| Construction Financing Prep | Track missing budget items, draw-related documents, and timeline inputs before packaging. | Review project risk, contingency assumptions, and financing structure. |
| Gap Funding Packaging | Support clean packaging of the capital stack and routing materials for targeted counterparties. | Position the gap layer, negotiate terms, and manage lender or investor outreach. |
| Execution Tracking | Track requests, open items, and follow-up tasks across the process. | Handle exceptions, negotiations, and final execution decisions. |
In these transactions, timing and documentation quality are tied together. A weak file makes every counterparty slower. A clean file with a clear capital stack, documented assumptions, and a defined ask can move to a real yes or no much faster.
That is the real benefit of an agentic AI private debt advisor model in Commercial Real Estate: less time spent on avoidable process friction, more time spent on credit decisions and deal structure.
Important: This workflow may reduce internal preparation time, but it does not remove lender diligence, legal work, title and appraisal requirements, construction review, or sponsor underwriting.
If you are actively seeking Commercial Real Estate gap funding, commercial mortgage financing support, or construction financing advisory, submit a complete file through our intake route. You can review our process on How It Works and our broader Commercial Real Estate financing positioning on Commercial Real Estate Financing. For live requests, use Submit Your Deal.
Submit a lender-ready or near-ready file. We are building agentic AI workflows for Commercial Real Estate gap funding, commercial mortgages, and construction financing to improve packaging quality and reduce execution delays while keeping human underwriting in control.
It is a supervised workflow model that helps prepare and package Commercial Real Estate gap funding files faster by organizing inputs, flagging missing items, and supporting structured underwriting preparation before human review.
Yes. The workflow is being built to support commercial mortgage intake, underwriting preparation, and lender-ready packaging. It does not guarantee a mortgage approval or terms.
Yes. It can support construction financing workflows by improving file readiness, tracking missing items, and organizing materials for human review and counterparty outreach.
No. It reduces repetitive process work. Human professionals still review risk, structure the capital stack, and manage lender or investor discussions.
No. It can improve process speed and file quality. Approvals still depend on the transaction, sponsor, collateral, project economics, documents, and funder appetite.
Submit a complete file through the Financely intake route. The team reviews fit, issues next steps, and moves qualified files into the underwriting and distribution process.
This page is for informational purposes only and does not constitute legal advice, an offer to lend, or a financing commitment. Any financing outcome depends on underwriting, documentation, counterparty requirements, and third-party approvals.
Financely provides transaction-led capital advisory and deal preparation support. Execution outcomes remain subject to market conditions, credit decisions, and deal-specific facts.
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.
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request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
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Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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