Capital Raising Platform

Capital Raising Platform — Tiers, Perks and Onboarding

Capital Raising Platform

A single platform to prepare, position, and distribute transactions across Trade Finance, Commercial Real Estate, Project Finance, and M&A. Each deal is underwritten, reviewed by legal counsel, and sent to vetted lenders. You track lender feedback in your portal.

Snapshot: Dedicated analyst, legal support to term sheet, underwriting on every deal, targeted lender distribution, PR and investor marketing, event access by tier, and written reporting.

What you get

Underwriting
Credit memo, structure, covenants, DSCR and sensitivities. The ask and use of proceeds are lender ready.
Legal support
Comments to term sheets and covenants. Negotiation support through signature.
Lender distribution
Targeted outreach to banks, credit funds, and private lenders that fit size, sector, and jurisdiction.
PR and investor marketing
Press outreach, investor teaser, and deck polish to support lender conversations.
Industry access
Invitations to private lender forums and roundtables by tier.
Reporting
Portal with lender list, status, written feedback, and next actions.

How it works

  1. Intake: Submit your form with the ask, structure, security, and timeline.
  2. KYC: Sponsor and borrower screening. Invoice issued after preliminary clearance.
  3. Underwriting: Analyst prepares the memo with legal input. First pass in 7–10 business days after full docs and cleared payment.
  4. Distribution: Targeted send to lenders that match sector, jurisdiction, and size.
  5. Feedback: Responses logged with next steps. You proceed to negotiation and closing.

Membership tiers

Starter
Capacity Up to 3 simultaneous deals Overage $4,000 per extra live deal
Included Analyst and legal counsel
Underwriting and lender distribution
Investor materials review
PR 1 blast per quarter
1 annual forum invite
Onboarding fee $40,500
Growth Most selected
Capacity Up to 10 simultaneous deals Overage $3,500 per extra live deal
Included Priority lender distribution
Analyst and legal counsel
Advanced structuring support
PR and media outreach 2 per quarter
2 industry event invites
Dedicated onboarding manager
Onboarding fee $81,000
Enterprise
Capacity Up to 20 simultaneous deals Overage $3,000 per extra live deal
Included Priority underwriting queue
Full time analyst and dedicated legal counsel
Senior partner oversight
PR features in finance outlets
Investor marketing support
4 private summits per year
Comprehensive reporting
Onboarding fee $165,000

Scope and limits

Item Details
Underwriting SLA First pass in 7–10 business days after full documents and cleared payment
Legal support Up to 10 hours per deal to term sheet. Extra hours at $350 per hour
Distribution Targeted lenders matched by sector, jurisdiction, and size
Eligibility Post-revenue preferred, clear source of repayment, verifiable collateral or contracts
Refunds Fees are non-refundable once underwriting begins

Start your onboarding

Choose a tier and submit your intake form. After KYC, your invoice will be issued. Underwriting starts when payment clears.

Submit Intake Form

Financely is not a lender and does not guarantee funding or bank instruments. All mandates are best efforts and subject to underwriting and compliance. Payments must only be made to bank details shown on your official invoice. Beware of unsolicited offers through unofficial channels.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

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.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

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.

Trade Finance

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 Request

Project Finance

Access 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 Request

Acquisitions

Secure 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 Request

For Banks

Financely 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 Request

Once 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.

Still Have Questions? Schedule a Consultation

If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.