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.
AI Lender Match helps business owners, investors, and sponsors identify lenders that fit their deal profile without wasting weeks on cold outreach. Get a smarter starting point for acquisitions, commercial real estate, trade finance, and structured debt transactions.
Looking for the right lender for your business financing needs ? It’s honestly a hassle. Traditional methods mean contacting loads of lenders, most of whom aren’t even a fit for your deal.
You end up wasting time, and that can stall important business moves. It’s not exactly an efficient process.
AI-powered lender match services step in to fix this. They connect you with suitable lenders from a wide network, using technology to analyze your needs and match you based on deal type, location, and loan structure.
This way, you find better matches faster and boost your chances of landing the funding you need for commercial real estate , trade finance , project finance, or business acquisitions. It’s just a smarter approach.
You’ll start by creating an account to access the intake system. This gives you access to the platform, where you can describe your financing needs and connect with capital providers.
Through the client portal, you enter details about your transaction. You’ll share how much capital you need, where your project is, your industry, and the structure of your deal.
Want bridge loans , acquisition financing, commercial real estate financing, or equipment financing? The system asks for info on your collateral, credit score, and whether you need SBA loans or other funding types.
Financely kicks off the lender matching process within 24 hours after you submit your info. The platform checks your criteria and finds SBA-approved lenders and other relevant capital providers who work with your deal type and size.
You get your list of matched lenders and start conversations. You’ll discuss terms, send documents for underwriting , and work toward term sheets and approvals with the lenders that fit your needs.
Sign up to kick off the matching process and connect with lenders who finance your specific transaction type.
This service matches businesses and sponsors with potential financing sources. You receive lender identification , routing, and matching based on the deal information you submit.
Annual access doesn’t include deal prep, underwriting docs, financial modeling, pitch materials, placement agent work, negotiation support, or capital raising execution. If you need advisory work, packaging, structuring, or securities placement, you’ll need a separate agreement with its own pricing.
AI-powered lender matching platforms use technology to pair your business with suitable financing sources. You fill out an online application with your business details, loan amount, and financial situation.
The system checks your info against databases of banks, credit unions, and private lenders. It looks for lenders who offer products that match your needs, considering your industry, loan size, and business profile.
You’ll get a list of lenders whose requirements line up with your qualifications. Most platforms let you review several matches in one spot, which saves a ton of time compared to researching and contacting lenders one by one.
Your business needs to meet some basic requirements before you apply. Most platforms want you to have an active business, not just a startup idea.
You’ll need to provide business registration docs and tax ID numbers. Financial documentation is required for matching, including:
You should have a clear reason for borrowing, think equipment purchases, working capital, real estate, or business expansion.
Credit score requirements depend on the lender and loan type. SBA loans generally look for scores of 680 or higher, but some lenders accept as low as 600 for certain programs.
Your personal credit score matters for small business loans. Many lenders check both business and personal credit history.
Stronger scores help your approval odds and can get you better interest rates. Alternative lenders matched through AI platforms might accept lower scores, but that usually means higher rates and stricter terms.
AI matching boosts your chances by sending your application to the right lenders. Traditional loan shopping often leads to rejections because businesses apply to lenders whose criteria they don’t meet.
The matching process filters out poor fits before you even apply. The technology finds lenders who are actually looking for borrowers like you, which leads to better alignment and higher approval rates.
You skip applications to unsuitable lenders, which helps protect your credit score from multiple hard inquiries. It also saves time you’d otherwise spend on applications that probably won’t succeed.
Lenders calculate your borrowing capacity by looking at your revenue and cash flow. They usually use the debt service coverage ratio, comparing your available cash to debt payments. Most want to see ratios of 1.25 or higher.
Your annual revenue directly impacts how much you can borrow. Many lenders offer loans up to a percentage of your yearly sales, often between 10% and 50% depending on your business strength.
Other factors that affect your borrowing limit include:
User experiences with lender matching services show mixed results. Some people say they save time and discover lenders they wouldn't have found on their own.
It's pretty convenient to see several options at once. That said, complaints about match quality come up a lot.
A few folks get matched with lenders whose actual requirements don't line up with what the platform promised. Others get bombarded with follow-up calls or emails from multiple lenders, which can be a bit much.
Speed gets a lot of positive attention. Many users say they get matches within two days after applying.
The actual funding timeline really depends on which lender you end up with. Sometimes it's just a few days, sometimes it drags out for weeks.
Platform reliability seems to hinge on which service you pick. Government-backed programs like SBA tend to run more smoothly, at least from what users say.
Private platforms, though, are kind of all over the place in terms of satisfaction. It's a bit of a gamble, honestly.
Use Financely’s intake system to route your financing request to lenders that fit your transaction size, structure, geography, and capital need.
This page is for informational purposes only. Lender matching does not constitute a commitment to finance, advise, structure, negotiate, place securities, or close any transaction. All outcomes remain subject to lender criteria, underwriting, documentation, compliance, and final approval.
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.
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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supportdesk@financely-group.com for general enquiries.
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