Best Capital Raising Software for Commercial Real Estate
You have two ways to raise debt for commercial real estate. Run the process yourself with a self-serve platform, or hire a team to run it end to end. Lev fits the first path. Financely fits the second. If you want the straight read, keep going.
TLDR
- Lev is a self-serve platform that helps sponsors and brokers find lenders and track workflows.
- Financely is done for you. A campaign advisor runs your raise from intake to closing.
- Lev is cheaper upfront. Financely costs more because people do the work, not just software.
Lev at a glance
Lev gives you tools to search lenders, share deal data, and manage status. Good if your team can prep materials, handle lender calls, and push the checklist without hand holding.
User profile
|
Sponsors and brokers who want to run outreach themselves |
Core value
|
Lender matching and workflow tracking in one place |
Cost style
|
Subscription pricing, lower upfront cash outlay |
Best when
|
You already have lender relationships or a team that can grind through diligence |
Financely at a glance
Financely is not self-serve. It is a done-for-you campaign. You get a campaign advisor who maps lenders, builds materials, runs outreach, manages diligence calendars, and negotiates term sheets with you until wires land. Yes, it is more expensive than software. That is the point.
User profile
|
Sponsors who want one accountable team to run the raise |
Core value
|
Full process ownership from intake to closing with a named campaign advisor |
Cost style
|
Retainer plus success fee, higher upfront cost than a platform |
Best when
|
You want speed, accountability, and someone to chase answers and push credit through |
Lev vs Financely
Category |
Lev |
Financely |
Engagement |
Login and run your own lender process |
Signed mandate with a campaign advisor and deal team |
Who drives |
You |
Financely, with you on key decisions |
Upfront cost |
Lower |
Higher |
Time burden on sponsor |
High, you manage outreach and Q&A |
Lower, team handles outreach and calendars |
Outcome control |
Depends on your execution |
Shared, with an operator pushing the file daily |
Which one should you pick
Pick Lev if
- You have a lean team that can prep a data room and chase lenders
- You want a lower fixed platform cost
- You prefer hands-on control of every lender conversation
Pick Financely if
- You want a campaign advisor to own outreach, diligence, and term sheets
- You want underwriting, materials, and closing support handled with you
- You accept higher upfront cost for a done-for-you raise that stays on the file until close
What both paths still require
- Clean financials, rent rolls, leases, comps, and a clear use of proceeds
- Evidence of sponsor track record and net worth when needed
- An orderly data room with a single point of contact
- Comfort with controls like cash management and reporting
Want a done for you capital raise
Open your data room and we will return a lender map, a work plan, and a route to a term sheet. It costs more than software because a campaign advisor and team will run it with you until closing.
Request a Term Sheet
Verify current features and pricing with any vendor before you decide. Financely is an advisory and placement firm, not a bank. All engagements require KYC and AML checks. Lender approvals apply.