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.
Capital raising is entering a different operating phase. The old model is still common: manual intake, scattered documents, repeated follow-up, and too much time spent repackaging the same transaction for different lenders or investors. That process burns time and slows down deals that should move faster.
We are changing that. Financely is going full agentic across deal execution support, and we are making agentic capital raising available to all our clients. In practical terms, this means supervised AI workflows supporting intake, file organization, gap detection, underwriting preparation, scoring support, and distribution preparation, while human professionals remain in control of structuring, risk judgment, and counterparty discussions.
Agentic capital raising is not about replacing professional judgment. It is about reducing wasted motion. The workflow handles repetitive process steps so qualified transactions can move to real decisions faster, with better file quality and tighter execution discipline.
This is an operational upgrade announcement. It is not a promise of funding, a lending commitment, or a guarantee of investor participation. Financing outcomes still depend on underwriting, documentation, counterparties, and third-party approvals.
The future of capital raising will favor teams that combine strong underwriting standards with faster operational execution. The winners will not be the firms making the loudest AI claims. They will be the ones that can intake faster, package cleaner, track tasks better, and route deals to the right counterparties without losing control of the process.
That is exactly where agentic capital raising becomes useful. It gives deal teams a serious process layer that improves speed and consistency, while keeping accountability with experienced humans. In other words, better execution without lowering standards.
Deal files are organized and normalized sooner, which cuts avoidable back-and-forth before a real review starts.
Structured summaries and more consistent files help lenders and investors review opportunities faster.
Agentic capital raising workflows support distribution preparation so the file reaches the right counterparties in a cleaner format.
Human professionals still handle structuring, negotiation, and risk calls where experience matters most.
Clients should expect a more disciplined process, better tracking of missing items, and a stronger push toward lender-ready and investor-ready files. The objective is simple: shorten avoidable delays and improve the speed of execution across trade finance, project finance, business acquisition, private credit, and Commercial Real Estate transactions.
| Process Area | What Improves With Agentic Capital Raising | What Still Requires Human Review |
|---|---|---|
| Intake | Faster file setup, document organization, and gap detection. | Fit assessment and go or no-go decisions. |
| Underwriting Prep | Structured summaries, checklist support, and scoring preparation. | Risk judgment, assumptions review, and structuring decisions. |
| Distribution Prep | Cleaner packaging and better task tracking for outbound routing. | Counterparty selection, negotiation, and term discussions. |
Important: Agentic capital raising can reduce internal process time. It does not remove lender diligence, legal documentation, sanctions checks, collateral review, or final counterparty decision-making.
If you want the broader announcement on how we are applying this across deal execution, read Financely Is Going Agentic For Deal Execution. You can also review our process on How It Works.
Submit a complete transaction file and move through a more disciplined execution workflow with human-led review and faster operational support.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
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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