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.
Most acquisition raises fail for boring reasons: unclear add-backs, inconsistent customer concentration disclosures, missing legal documents, or a quality of earnings gap that nobody wants to fund. If you want serious terms, your data room has to look like a closing file, not a sales pitch.
The fastest way to earn confidence is to organize the room in the same order a credit committee reads. Financial quality first, then commercial strength, then legal enforceability, then risks.
| Folder | What Goes Inside | Why It Matters |
|---|---|---|
| 01. Transaction | LOI, draft SPA/APA, sources and uses, closing timeline, conditions | Proves the deal is live and defines the decision deadline |
| 02. Historical Financials | 3 to 5 years financials, monthly P&L, balance sheet, cash flow | Shows earnings stability and working capital behavior |
| 03. Tax And Bank Proof | Tax filings, VAT/sales tax filings where relevant, bank statements | Verifies revenue and reduces “story risk” |
| 04. Quality Of Earnings | QoE report if available, add-backs schedule, normalization bridge | Most lender outcomes hinge on clean EBITDA |
| 05. Customers And Revenue | Customer list, concentration, churn, contracts, pipeline detail | Underwrites durability and concentration risk |
| 06. Suppliers And Ops | Supplier terms, key agreements, inventory policy, logistics | Identifies supply chain and margin pressure risk |
| 07. Legal | Corporate records, material contracts, IP, litigation, compliance | Defines enforceability and hidden liabilities |
| 08. HR And Management | Org chart, key employees, comp, incentive plans, retention risks | Key person risk is real in mid-market deals |
| 09. Debt And Security | Existing loan docs, liens, UCC, payoff letters, consents | Shows what must be refinanced and what blocks closing |
| 10. Model And Plan | 3-statement model, assumptions, downside cases, integration plan | Connects the price to repay-ability and exit logic |
Equity requirements vary by sector, cash flow stability, and leverage tolerance, but most mid-market acquisition capital stacks still expect meaningful sponsor equity. For cash-flow lending, lenders want a cushion that keeps the borrower aligned and protects against revenue shocks. For private equity, investors want a plan that can survive the first year without excuses.
| Structure | Common Equity Range | What Moves It Up Or Down |
|---|---|---|
| Senior Cash-Flow Term Loan | 20% to 40% | Customer concentration, cyclicality, sponsor track record, margin stability |
| Senior + Mezzanine | 25% to 50% | Mezz pricing appetite, covenants, collateral quality, exit visibility |
| Unitranche | 25% to 45% | Size, sector, recurring revenue profile, lender comfort with sponsor |
| Private Equity Control Buyout | 35% to 60% | Growth capex needs, integration risk, QoE results, management depth |
This pack is for buyers who want a lender and investor ready file that can be distributed without endless clarification. The goal is to reduce diligence churn and get to executable terms faster.
This page is general information for commercial participants and is not legal, tax, or investment advice. Financely does not lend, does not provide legal services, and does not guarantee outcomes. Financing and any introductions are subject to KYC, AML, sanctions screening, diligence, and independent counterparty approvals. Where regulated execution is required, delivery is coordinated through appropriately licensed firms operating under their own approvals.
Price: USD 10,000 paid upfront. Once payment clears, we send the intake checklist and start packaging your acquisition file for debt and private equity review.
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.
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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