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.
“Can you raise our capital with no upfront fee and only get paid at closing?” We hear this constantly. It is understandable to want economics aligned to outcomes. The problem is practical. A typical capital raise takes around 90 days of concentrated work to reach a close, and that work starts long before a term sheet becomes real.
Every day, people bring the same “genius” idea: dedicate three months to their opportunity without a retainer, then collect a commission once the capital arrives. That request shifts all cost, all risk, and all opportunity cost to the adviser. It also assumes the adviser should finance your raise while you keep full control to pause, renegotiate, or walk away.
We keep this tactful because many founders and sponsors are early. Some are cash constrained. Some are still testing whether the plan is investable. That is normal. What is not workable is asking a professional team to staff a full mandate without paid scope. It leads to wasted time for everyone, including you.
A retainer covers the work required to build a decision-grade package and run a controlled process. If you want a high-level view of how we run mandates, see Structured Credit and Capital Raising Advisory and Private Placement and Fundraising.
A capital raise is not only an advisory fee. Even lean raises can trigger costs across legal, accounting, and third-party diligence. If regulated activities are required, execution often runs through appropriately licensed counterparties, which can add time and cost. A disciplined plan budgets for these items early.
If you want a practical reference for how we screen and structure mandates before committing resources, read How Financely Screens and Accepts Only Bankable Projects for Private Capital.
Some of the loudest “demanding” clients cannot afford a USD 500 consultation, let alone a retainer. That is not an insult. It is a signal. If you cannot fund basic diligence and packaging, it is hard to persuade serious investors that you can handle the obligations that come with capital.
You are allowed to be optimistic. You are allowed to pitch big visions. Our job is not to entertain delusions. Our job is to run professional processes, with clear scope, clear deliverables, and a clear timeline. If that is not a fit, it is better to say so early.
If you already have institutional relationships, a clean data room, investor-ready materials, and a defined path to closing, you may not need an advisory team. Some issuers can go direct. Others prefer a structured process, especially for complex raises. If you want to understand where we sit across services, see What We Do and Private Placement Distribution.
To review standard starting points, see Pricing.
Not for serious mandates. The work begins before investor decisions, and the process requires dedicated resources across a defined timeline. A retainer is what makes that staffing and accountability possible.
Packaging, structuring, data room readiness, and process management through investor outreach and negotiations. It is paid scope with deliverables, not a charge for access.
Budget for legal, accounting support, third-party diligence, and potential regulated distribution partners where required. The exact stack depends on your instrument, jurisdiction, investor base, and timeline.
Sometimes yes, sometimes no. Certain offerings or distribution strategies call for licensed execution partners or investment banks. In other cases, a private placement process can be run directly with a controlled investor list.
A clear use of proceeds, basic financials, transaction documents (if relevant), cap table or ownership details, and a realistic view of timeline and amount. If you are ready to proceed, the next step is to Apply For A Quote.
Submit your transaction and we will revert with next steps and a scoped quote for advisory support.
Apply For A QuoteDisclaimer: This page is for general information only and does not constitute advice, an offer, or a solicitation. Financely acts as advisor and arranger through regulated partners and is not a bank or lender. Any transaction is subject to underwriting, KYC, AML, sanctions screening, legal review, and approvals by relevant stakeholders.
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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