Client Onboarding Guide: How to Engage Financely

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Client Onboarding Guide: How to Engage Financely
Client Onboarding

Client Onboarding Guide

What to expect when you engage Financely, why our work is paid from the first step, and how to tell quickly whether your transaction is a fit.

Financely is a structured debt advisory and placement firm, not a lender. We take on a limited number of mandates and commit real underwriting time to each one, so our onboarding is designed to qualify transactions early and move accepted mandates into execution without delay.

How Onboarding Works

Every mandate follows the same four stages. The full detail, including indicative timelines, is set out in our client onboarding procedure.

Step 1 Submit Send the financing amount, use of proceeds, structure, counterparties and available documents through an RFQ.
Step 2 Review We assess the commercial rationale, repayment path, risks and fit, then issue a Go or No-Go view.
Step 3 Retain Accepted mandates receive a written engagement. Work starts once it is signed, KYC is complete and the retainer is received.
Step 4 Execute We prepare the file, map and approach lenders, compare terms and support you through diligence and closing.

Why We Charge Fees Upfront

Lender-ready structuring is skilled work performed before any lender has said yes. Charging for it keeps our time on serious transactions and means our advice is not tied to telling you what you want to hear.

Consultation Fee

A paid call gives you direct access to a senior adviser before you submit anything. It filters out casual enquiries and lets us give specific, candid guidance on your situation rather than a sales pitch.

RFQ Fee

The USD 500 RFQ fee pays for a real review of your file, covering structure, counterparties, documents and repayment, and produces a clear Go or No-Go view. It is credited against the arranger fee if you proceed to a full mandate.

Retainer Fee

The retainer funds the underwriting, materials, lender mapping and outreach that a mandate requires, often weeks of work before terms arrive. It confirms both sides are committed to executing the transaction.

Are We the Right Fit?

We work best with clients who treat financing as a process, not a shortcut. Use the profiles below as a quick check before you submit your transaction.

The Right Client for Us

  • Post-revenue operating companies, sponsors and acquirers
  • A defined financing requirement in trade, project, real estate or acquisition finance
  • Contracts, financials and supporting documents available for review
  • Decision-makers who are accessible and respond promptly to lender questions
  • Ready to complete KYC and source of funds checks
  • Understands that professional underwriting is paid work

Not the Right Client for Us

  • Individuals seeking personal or consumer finance
  • Pre-revenue ideas with no documentation or committed equity
  • Anyone expecting guaranteed funding or a success-fee-only engagement
  • Instrument monetization, leased SBLC or proof of funds schemes
  • Broker chains with no direct mandate from the borrower
  • Clients unwilling to share full information or complete KYC

Discuss Your Transaction First

If you want to confirm fit before submitting an RFQ, book a paid consultation with a senior adviser. All mandates remain subject to acceptance, KYC, third-party underwriting and credit approval.

Book a Consultation

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.