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.
Most banks do not have a lending demand problem. They have a borrower acquisition problem. Referral flow is inconsistent, general marketing attracts the wrong businesses, and internal lending teams end up wasting time sorting weak inquiries instead of progressing creditworthy files.
We build lender-focused acquisition funnels using search engine optimization, PPC advertising, landing page architecture, intake logic, and conversion systems designed around actual lending criteria. The objective is not random traffic. It is a steady inflow of qualified borrower conversations for banks, credit unions, and specialty lending teams.
This service is built for institutions targeting USDA lending, SBA lending, owner-occupied Commercial Real Estate loans, C&I facilities, infrastructure finance, and other business lending products where qualification and intake quality matter.
We build search-focused pages around the terms businesses actually use when they need financing. That includes USDA business loans, SBA financing, owner-occupied Commercial Real Estate loans, equipment finance, working capital, refinancing, and related commercial lending searches.
Paid search and paid social campaigns are directed into dedicated lending pages built to convert. The campaigns are structured around borrower intent, geography, loan purpose, industry, and transaction size rather than broad untargeted traffic.
Instead of sending every inquiry into a generic contact form, we design intake flows that gather the right details upfront. That helps lenders filter borrowers by eligibility, location, revenue profile, transaction type, and other screening factors before the file reaches the team.
Once the funnel is live, we monitor lead quality, acquisition cost, landing page performance, keyword opportunities, and campaign behavior. The system can then be refined and expanded across additional loan programs, geographies, and verticals.
This is designed for lenders with a defined credit appetite, a real underwriting process, and a serious interest in building an origination channel they can control rather than depending entirely on third-party referrals.
Particularly institutions serving rural businesses, owner-occupied properties, community infrastructure, and other guaranteed lending opportunities tied to rural markets and smaller population centers.
Banks and lending teams focused on business acquisition loans, expansion finance, refinancing, and owner-user real estate transactions for operating businesses.
Institutions seeking more direct access to borrowers looking for owner-occupied Commercial Real Estate financing rather than passive website traffic or general awareness campaigns.
Lenders targeting operating companies with real financing needs in areas such as working capital, equipment, expansion, and related corporate borrowing requirements.
Generic bank marketing usually fails because it is disconnected from underwriting reality. It attracts curiosity, not qualified demand. That clogs inboxes, wastes ad spend, and creates more screening work for the lending team.
A serious borrower acquisition funnel has to be built around intent, eligibility, transaction relevance, and borrower psychology. The pages need to rank for the right searches. The ads need to capture serious inquiries. The intake sequence needs to filter. The messaging needs to match the lender’s actual credit appetite. If those pieces do not connect properly, the funnel does not perform.
| Lending Segment | Typical Funnel Focus |
|---|---|
| USDA Lending | Rural borrowers, owner-occupied Commercial Real Estate, guaranteed lending programs, business expansion, and infrastructure-related transactions aligned with program guidelines. |
| SBA Lending | Business acquisition, owner-user property, refinancing, and operating companies actively looking for structured debt capital. |
| Commercial Real Estate | Borrowers seeking facilities to acquire, refinance, or develop owner-occupied business premises tied to real operating activity. |
| C&I Lending | Revenue-generating companies looking for capex, working capital, equipment, or other structured facilities within your internal credit box. |
Scope depends on geography, target loan products, content volume, intake complexity, reporting requirements, lead handling support, and the level of paid media the institution wants to deploy.
Engagements typically start from USD 25,000 for strategy, funnel structure, landing pages, conversion architecture, messaging, and launch setup.
Ongoing management generally starts from USD 5,000 per month and increases based on campaign complexity, content production needs, optimization frequency, lead handling requirements, and reporting depth.
Some lenders begin with controlled pilot budgets. Others scale much harder once the economics work. Serious institutions can run well above USD 200,000 per month in advertising across multiple markets, products, or borrower segments.
The point is not to look inexpensive. The point is to build a borrower acquisition system that works, validate the quality of the flow, and then scale according to internal origination appetite and credit performance.
This is not just a marketing retainer. It is a lending funnel built to produce qualified borrower conversations. Done properly, it becomes a long-term origination asset that compounds over time through improved visibility, cleaner lead intake, better screening, and more direct access to borrowers.
For banks and lenders with clear criteria and the internal capacity to close business, one well-built funnel can support a meaningful volume of lending opportunities without depending entirely on brokers, scattered referrals, or passive brand traffic.
If your institution wants an SEO and PPC borrower acquisition funnel built around USDA lending, SBA lending, Commercial Real Estate lending, C&I lending, or a specialized credit program, contact us with your criteria and growth objectives.
No. It is also appropriate for SBA lenders, Commercial Real Estate lending teams, C&I originators, and specialty credit programs where borrower targeting and intake quality matter.
No. We build and manage the borrower acquisition funnel. Credit approval remains entirely subject to the lender’s underwriting process, documentation standards, and internal risk appetite.
Yes. Niche lending programs often benefit the most because the SEO structure, paid targeting, intake logic, and messaging can be built around a very specific borrower profile and transaction type.
That depends on geography, competition, credit product, and growth targets. Some institutions start with a focused testing budget. Others deploy campaigns at significant scale and spend more than USD 200,000 per month once the economics are proven.
Yes. The service combines organic search content, paid acquisition, landing pages, intake systems, and performance management into one borrower acquisition framework.
Yes. Many lenders start with one geography, one loan product, or one business line, then expand into additional markets and borrower segments once the funnel is performing properly.
Financely provides funnel strategy, content direction, lead acquisition infrastructure, and campaign support. We do not act as a lender, do not guarantee application outcomes, and do not replace the institution’s internal underwriting, compliance, or credit approval process.
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.
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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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