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.
Project Finance | Underwriting | Lender Matching | Financial Close
Project finance is not a pitch deck exercise. It is a bankability exercise. Lenders fund contracted cash flows, enforceable security, and risks that are allocated by documents, not by optimism.
Financely is an AI-powered decisioning platform for project finance. Developers upload their project documents and model, we underwrite to lender standards, match the project to suitable capital providers, and run a controlled path from indicative terms to financial close.
The output is a lender-ready package built for credit committee and technical advisor review.
You get decisioning to written outcomes and a controlled closing workflow.
Typical fit: renewable energy, storage, conventional power upgrades, logistics and storage assets, industrial facilities, midstream and processing assets, water and utilities, and contracted infrastructure. Sector fit depends on country limits, contract stack quality, and execution maturity.
This is the practical workflow lenders expect. If you cannot run these steps cleanly, you will not close on time.
| Step | What Happens |
|---|---|
| 1) Screening And Checklist | Submit a project summary, draft contract stack, permits status, and the model. We return a fit decision and a deal-specific diligence checklist with priorities and gating items. |
| 2) SPV And Ring-Fence Setup | Confirm the project company structure, ownership, governance, and bank account architecture. Define the cash waterfall, reserve accounts, and reporting cadence. |
| 3) Bankability Structuring | Lock the capital stack and debt sizing logic. Define DSCR, LLCR, debt tenor, sculpting, DSRA sizing, covenant package, security scope, and intercreditor mechanics when multiple tranches exist. |
| 4) Underwriting Package Build | We produce a lender-ready memo, risk register, mitigants, sources and uses, and a clean data room index. We reconcile model outputs to contracts and technical assumptions. |
| 5) Lender Matching And Term Sheet Process | We distribute to matched lenders, route Q&A, and drive to written term sheets. Offers are normalized into a comparison matrix covering pricing, covenants, security, CPs, and timeline. |
| 6) Diligence Workstreams | Coordinate third-party work: legal counsel, technical advisor, insurance advisor, environmental and permitting review, model audit, and valuation where relevant. Resolve red flags and update conditions. |
| 7) Documentation And Conditions Precedent | Negotiate and finalize loan documentation, security documents, account control agreements, direct agreements, and intercreditor documents. Close the CP checklist with evidence packs and sign-off sequencing. |
| 8) Financial Close And First Draw | Execute signing, satisfy CPs, close, and coordinate drawdown notices and disbursement mechanics. Establish ongoing reporting, covenant testing dates, and monitoring protocols. |
| Deliverable | What It Includes |
|---|---|
| Project Finance Lender Pack | Underwriting memo, risk register, sources and uses, model summary, base and downside cases, covenant targets, security and controls summary, and a controlled data room structure. |
| Lender Fit And Routing Plan | Matched lender list based on mandate fit, including sector appetite, ticket size, country limits, tenor preference, and security expectations. |
| Decisioning And Closing Workflow | Tracked submissions, routed Q&A, term sheet comparison matrix, CP tracker, and a controlled path from term sheet to documentation and financial close. |
If you want to review Financely’s project finance services and educational guides, start here: Project Finance , Steps In Project Finance , What Lenders Want In A Project Finance Deck , and How It Works.
It can be non-recourse or limited recourse depending on maturity, contract quality, country risk, and lender criteria. Early-stage projects with weak contracts often require stronger sponsor support or additional risk mitigants.
You need enough stability for lenders to take the file seriously. Drafts can work when key commercial terms are locked and the diligence path is clear. If revenue, permits, or EPC are still vague, expect the process to stall.
No. Financely underwrites and packages the project to lender standards, matches it to suitable lenders, and runs the decisioning and closing workflow to written outcomes and, where applicable, financial close.
If you have a real project with a credible contract path, submit your project documents and model. We will revert with a deal-specific checklist, a bankability gap assessment, and a structured route to matched lenders.
This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank, not a broker-dealer, and not a direct lender. Any engagement, underwriting, and introduction process is subject to diligence, KYB, KYC, AML, sanctions screening, lender criteria, and definitive documentation.
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.
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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