We arrange full-stack acquisition capital for income producing and transitional Commercial Real Estate. That includes senior mortgage loans, stretch senior, bridge, mezzanine, preferred equity, and common equity. Our process is built around disciplined underwriting, price discovery across banks and debt funds, and chaperoned private placements where a securities license is required.
Send PSA, T 12 and T 24, rent roll, model, capex plan, sponsor profile and financials. We open the data room and issue a preliminary plan and pricing ranges across seniorities.
Underwriting memo, DSCR and debt yield tests, cash management design. Senior and sub debt term sheets drafted. Intercreditor or recognition terms mapped if mezzanine or preferred equity are needed.
Third party reports ordered. Loan docs and equity docs move to mark up. Caps or swaps locked. Securities marketing, if any, is executed through our regulated chaperone.
Conditions precedent cleared, estoppels and SNDAs collected where required. Funds flow agreed. Closing and first reporting calendar issued.
| Item | Details |
|---|---|
| PSA And Timeline | Executed PSA, key dates, deposits, closing window |
| Financials | T 12 and T 24, GL detail, bank statements for cash management validation |
| Rent Roll And Leases | Current rent roll, lease abstracts, estoppel plan, tenant exposure by sector |
| Business Plan And Capex | Capex schedule, bids, timeline, TI and LC assumptions, absorption and lease up plan |
| Third Party Reports | Appraisal, property condition, Phase I, zoning, survey scope |
| Title And Structure | Title commitment and endorsements, org charts, UBO disclosures |
| Sponsor Package | Track record, liquidity and net worth, references, KYC and sanctions checks |
Senior at 60 to 70 percent on stabilized assets is common. With mezzanine or preferred equity, total capitalization can reach 85 to 90 percent, subject to DSCR, debt yield, and market depth.
Bridge or stretch senior can close quickly with complete data and cooperative counterparties. Mezzanine and preferred equity add intercreditor time.
Yes, subject to carve outs. Partial recourse can appear on smaller or complex stories. Completion or carry guarantees are common with heavy capex.
Where a license is required, marketing and execution are carried out by our regulated chaperone. We remain lead advisor and coordinate underwriting and closing.
Share the PSA, model, rent roll, and your target leverage. We will revert with a lender map, pricing grid by seniority, and a closing plan that fits your dates.
Request TermsFinancely acts as an advisor and arranges debt and equity through regulated partners. Where required, securities placements are executed by a regulated chaperone. We do not custody client funds. All transactions are subject to underwriting, KYC, AML, sanctions, and final credit approval.
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.
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.
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 RequestAccess 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 RequestSecure 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 RequestFinancely 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 RequestOnce 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.
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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