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.
Growth Infrastructure For Lenders
Financely builds and runs commercial mortgage lead generation funnels for banks and private money lenders that want consistent deal flow, cleaner borrower files, and less wasted time on unqualified inquiries.
This is a managed acquisition system, not a one-page website project. We build the funnel, launch Google Ads, qualify incoming borrowers, and route decision-ready opportunities into your lending workflow.
Commercial terms: USD 25,000 funnel setup including the first month of Google Ads. Thereafter USD 5,000 per month in Google Ads and 0.5% per CLOSED and FUNDED lead.
Offer positioning, page structure, qualification logic, intake flow, and lender-routing map for commercial mortgage opportunities.
Campaign setup, ad groups, keyword targeting, conversion tracking, negative keyword controls, and launch management.
We filter for core deal variables such as loan amount, asset type, DSCR profile, occupancy, sponsor profile, and timeline.
Qualified leads are packaged with key borrower and asset facts so your team can assess faster and quote with confidence.
| Lender Type | Use Case |
|---|---|
| Banks | Expand commercial mortgage origination with a stable inbound channel built around policy-fit opportunities. |
| Private Money Lenders | Increase deployment velocity by sourcing borrowers with time-sensitive acquisition and refinance needs. |
| Debt Funds | Feed a forward-flow style pipeline with qualified mid-ticket and large-ticket transaction files. |
| Brokerage-Capital Platforms | Reduce broker sourcing volatility and build controlled direct-response origination. |
| Stage | What Happens |
|---|---|
| 1) Onboarding | We align on target asset classes, markets, average ticket size, and disqualifiers. |
| 2) Funnel Design | Landing pages, borrower intake sequence, form logic, tracking stack, and handoff structure are built. |
| 3) Campaign Deployment | Google Ads campaigns go live with conversion events, call routing, and qualification checkpoints. |
| 4) Lead Screening | Incoming files are screened against your lending box so your team sees fewer low-fit submissions. |
| 5) Delivery And Feedback Loop | We route leads to your team, track status, and adjust targeting based on approved, declined, and funded outcomes. |
| 6) Scale | We expand winning segments, tighten cost-per-qualified-lead, and increase volume where close rates justify budget. |
| Fee Item | Amount |
|---|---|
| Funnel Setup Fee | USD 25,000 one-time. Includes strategy, funnel build, tracking infrastructure, campaign setup, and first month of Google Ads. |
| Ongoing Google Ads Budget | USD 5,000 per month after month one. |
| Performance Fee | 0.5% per CLOSED and FUNDED lead. |
A closed and funded lead means the borrower introduced through the funnel reaches executed closing documents and funds are disbursed by the lender. This trigger is confirmed through the agreed reporting process in the commercial engagement and forward-flow terms.
Consistent inbound demand reduces dependence on ad hoc referral channels.
Qualification logic and routing filters protect underwriting time.
Real campaign and lead-status data drive budget decisions and segment expansion.
Upfront build + monthly ad budget + funded performance fee creates transparent alignment.
You can review our broader mandate model on How It Works and service scope on What We Do.
No fixed volume guarantee is made. Volume depends on market demand, lender criteria, competitive ad conditions, and campaign performance.
Yes. The USD 25,000 setup includes the first month of Google Ads.
Ongoing Google Ads budget is USD 5,000 per month, plus 0.5% per closed and funded lead.
Yes. The service is structured for banks, private money lenders, and lending platforms with defined credit boxes.
Review the service framework and start your engagement under our forward-flow terms.
Sign UpFinancely operates as a transaction-led capital advisory desk. We build execution systems for commercial lending mandates with documented process and measurable delivery logic.
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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supportdesk@financely-group.com for general enquiries.
