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
- Intake:
Submit your form with the ask, structure, security, and timeline.
- KYC:
Sponsor and borrower screening. Invoice issued after preliminary clearance.
- Underwriting:
Analyst prepares the memo with legal input. First pass in 7–10 business days after full docs and cleared payment.
- Distribution:
Targeted send to lenders that match sector, jurisdiction, and size.
- 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.