Financely is a global capital advisory firm supporting post-revenue companies and serious sponsors across private credit, structured trade finance, project finance, acquisition funding, and related credit enhancement needs. We operate as advisor and arranger through regulated partners. We are not a bank and we do not lend from our own balance sheet.
This page provides a concise view of our core service lines and the types of mandates we are best positioned to execute. The through-line is simple. We build lender-ready structures, improve the quality of the underwriting narrative, and run controlled processes with credible institutional capital providers.
Private credit has become a core funding source for mid-market growth, acquisitions, and recapitalisations. We help clients structure senior, unitranche, second lien, and selectively subordinated solutions that match cash flow realities and investor requirements.
Trade finance is a working capital engine when contracts, documents, and controls are built to institutional standards. We support recurring flows for importers, exporters, and commodity-focused trading platforms that need facilities tied to real goods and verifiable cash conversion cycles.
We advise on project and portfolio financing where lenders rely on contracted revenues, defined risk allocation, and enforceable security. Our focus is on clean capital stacks that can clear credit committees without last-minute structuring surprises.
Financely supports business acquirers, independent sponsors, and repeat deal teams that require structured leverage for control transactions. We focus on transactions with a live LOI or APA, credible equity, and a defined path to diligence.
For commercial real estate buyers and sponsors, we focus on disciplined capital stacks and lender alignment for acquisitions and recapitalisations. The work is underwriting-led and geared toward institutions that price risk based on real asset quality, sponsor strength, and cash flow logic.
Where a transaction requires bank-backed performance or payment security, we help clients structure SBLC and guarantee requests through regulated channels. The focus is legitimate commercial purpose, acceptable beneficiary wording, and underwriteable security or cash flow support.
We prioritize clients who can move quickly and meet institutional diligence standards.
Strong inputs lead to faster term sheet engagement and cleaner closing pathways.
Financely’s approach is designed to protect credibility and compress timelines. We begin with an eligibility review. If the case fits, we move into capital structure design, lender-grade materials, data room curation, and targeted distribution. We coordinate with regulated partners and relevant third-party advisers across legal, tax, technical, and insurance where required.
We do not promise guaranteed approvals. We build files that can stand up to underwriting and we manage the process with the level of discipline that institutional capital expects.
If you need private credit, structured trade finance, project finance, acquisition funding, commercial real estate capital, or SBLC support and want an underwriting-led process through regulated partners, Financely can review your case and outline a credible execution route.
Request A Mandate ReviewDisclaimer: This page is for general information only and does not constitute legal, financial, or investment advice. Financely acts as advisor and arranger through regulated partners and is not a bank or direct lender. Any financing or guarantee-related outcome is subject to underwriting, KYC, AML, sanctions screening, legal review, insurance review where applicable, perfected security where applicable, and approvals by relevant institutions. Professional and corporate audience only.
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.
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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