Many sponsors have credible commercial real estate transactions but limited access to bridge lenders and co-investors who can close on the required timeline. At the same time, capital providers are looking for prepared files with clear equity, documentation and downside protection, not generic pitches. This service page explains how Financely introduces sponsors to bridge debt providers and co-investors for acquisitions, refinancings and recapitalisations where the deal and the sponsor profile justify institutional-grade attention.
The introduction service is designed for sponsors who are already in the market with a defined transaction, not for early-stage concepts or speculative searches. Typical clients include repeat acquirers and operating partners who know their markets and can evidence a track record.
The focus is on matching each transaction with capital providers whose mandates fit the asset, leverage, timing and risk profile. That can involve one or more layers of the capital stack, depending on sponsor requirements and market conditions.
| Capital Type | Role In The Capital Stack | Typical Use Cases |
|---|---|---|
| Bridge Senior Debt | Short to medium term senior loans secured on the asset, often with interest-only periods and extension options. Designed to bridge from acquisition or recapitalisation to stabilisation or permanent financing. | Acquisitions where a business plan requires lease-up, capex or re-tenanting. Refinancing of maturing loans where immediate permanent debt is not yet available on acceptable terms. |
| Mezzanine Or Preferred Equity | Capital that sits between senior debt and common equity, increasing proceeds to the sponsor while preserving senior lender protection through intercreditor or recognition arrangements. | Bridging equity gaps for sponsors with strong track records and meaningful cash equity, but who wish to limit dilution or match a specific leverage target for a given project. |
| Co-Investor / Joint Venture Equity | Minority or majority equity capital alongside the sponsor, with agreed governance, promote structure and exit strategy. Often provided by family offices, dedicated real estate funds or private credit groups with equity sleeves. | Scale-up of proven operators, portfolio acquisitions and larger single-asset deals where sponsor equity is constrained but the sponsor remains asset manager or operating partner. |
Introductions are tied to a process that filters for feasibility and prepares the file before capital providers see it. This reduces wasted time for both sponsors and lenders or equity partners and increases the chance that outreach leads to firm term sheets.
| Stage | Description | Key Outputs |
|---|---|---|
| 1) Intake And Eligibility | Review of the transaction pack: PSA or refinancing details, asset summary, T12, rent roll, sponsor track record and target capital stack. High level view on whether bridge lenders and co-investors are likely to engage. | Eligibility note, identification of missing items and a view on realistic leverage, pricing range and capital types that fit. |
| 2) Structure Review And Data Pack | Refinement of the proposed structure, including loan sizing logic, DSCR and debt yield metrics, equity contribution and co-investor terms. Definition of a concise data pack suitable for first-pass credit review calls. | Short memorandum describing the asset, business plan and proposed capital stack, plus a checklist for financial, legal and property documents. |
| 3) Capital Mapping | Mapping of bridge lenders, debt funds, family offices and co-invest partners with mandates that match the asset type, geography, ticket size and risk appetite. | Target list segmented by lender or equity profile, including minimum and maximum loan or equity amounts, leverage appetite and hold preferences. |
| 4) Introductions And Initial Engagement | Coordinated outreach to a focused group of capital providers, sharing the memorandum and arranging introductory calls or meetings where appetite exists. | Email introductions, non-binding expressions of interest and indication of documentation or conditions required to move to term sheet stage. |
| 5) Feedback And Term Sheet Stage | Collection and comparison of feedback, identification of potential lead providers and refinement of structure where needed to address lender or co-investor concerns. | Shortlist of parties willing to advance to term sheet, with clarity on proceeds, pricing, covenants, governance and closing requirements. |
The introduction service is aimed at transactions that can withstand creditor and co-investor scrutiny. Proposals that rely on speculative valuations, incomplete documentation or unrealistic leverage targets are filtered out early.
Financely concentrates on bridge and co-investor introductions where the underlying transaction, sponsor and documentation can live up to lender and equity due diligence. The focus is not to push volume, but to screen opportunities, shape the capital stack and connect sponsors with counterparties who can engage seriously and move toward binding terms when the file merits it.
Our role is to prepare and position the transaction, provide underwriting summaries and manage targeted outreach. Credit decisions, valuations, legal structuring and final documentation remain with the parties and their advisers. Financely does not hold client funds and operates through regulated partners for any activity that falls within securities or regulated arranging in relevant jurisdictions.
To see how we approach acquisitions, bridge debt, co-investor capital and full-stack commercial real estate financing, review our dedicated service page and related materials.
View CRE Capital ServicesDisclaimer: Financely provides private credit and commercial real estate advisory and arranges facilities through regulated partners. We are not a bank and do not hold client funds. Any introduction, mandate or financing structure referenced on this page is subject to underwriting, KYC, AML, sanctions screening, valuations, legal review, documentation, perfected security and approvals by relevant stakeholders. No public offer or solicitation is made on this page.
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.
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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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