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.
Commercial Real Estate Capital Advisory
First-time developers and independent sponsors rarely fail because the deal has no merit. They fail because the file is not lender-ready when timing gets tight. If your project has real economics but your structure is loose, the market will punish that fast.
Financely provides transaction-led commercial real estate consulting focused on funding execution, not theory. We help you shape a clean capital stack, prepare the underwriting package, and move your file through lender decisioning. You can see our broader real estate scope on our Commercial Real Estate Financing page.
This is a closing-focused service for sponsors who want a concrete path to debt and equity. You submit the deal, we issue indicative structure terms, then we execute under mandate.
If you want to review our process first, visit How It Works.
Sponsors with site control or purchase agreement, early design progress, and a credible route to permits, build, and exit.
Deal principals assembling transactions without an in-house balance sheet, seeking lender confidence through structure quality.
Buyers targeting value-add or light redevelopment who need a disciplined debt and equity plan before hard deadlines.
Teams that can show sponsor equity, realistic cost assumptions, and a coherent construction-to-stabilization timeline.
Senior debt, stretch senior, mezzanine debt, preferred equity, and sponsor equity layering with clear repayment order.
Investment narrative, sources and uses, coverage metrics, sponsor profile, and transaction risk map in one coherent package.
Covenant logic, reserve design, draw conditions, and milestone controls aligned to project reality.
Presentation strategy for private capital partners when sponsor liquidity, guarantees, or track record need reinforcement.
Side-by-side analysis of pricing, fees, controls, guarantees, and downside protections before you commit.
Coordination support from indicative terms to credit committee clarifications and final documentation steps.
| Scenario | Common Challenge | Structured Response |
|---|---|---|
| Acquisition With Light Repositioning | Equity check too large for sponsor cash | Senior debt plus preferred equity or co-invest partner with defined waterfall |
| Ground-Up Development | Lender concerns on completion and lease-up risk | Milestone-based draw logic, contingency reserve, and tighter reporting covenants |
| Bridge-To-Stabilization | Short runway and refinancing pressure | Bridge structure with clear stabilization triggers and refinance plan |
| Independent Sponsor Buy-Side | Limited principal track record narrative | Institutional-grade file with sponsor support plan and third-party validation |
| Step | Action | Output |
|---|---|---|
| 1. Deal Submission | Submit your project file with timeline, capital ask, and available documents. | Initial fit screen |
| 2. Indicative Structure | We issue written assumptions on capital stack path, fee terms, and key conditions. | Indicative terms |
| 3. Mandate Activation | Executed engagement letter and retainer payment start the underwriting workstream. | Active mandate |
| 4. Underwriting Build | We finalize the lender package and distribution strategy by profile fit. | Lender-ready file |
| 5. Distribution And Negotiation | We support lender interactions, clarifications, and term sheet comparison. | Term sheets or written declines |
| Mandate Tier | Best For | Upfront Retainer | Success Fee |
|---|---|---|---|
| Entry Transaction Mandate | Smaller first deals with focused lender outreach | USD 27,500 | From 2.50% |
| Core Sponsor Mandate | Full underwriting and structured distribution for institutional terms | USD 59,500 | From 1.75% |
| Programmatic Sponsor Mandate | Repeat deal flow and portfolio-level lender strategy | USD 95,000 | From 1.25% |
Purchase agreement or site control evidence, timeline, and uses of funds.
Ownership structure, guarantor profile, and relevant execution history.
Sources and uses, preliminary pro forma, and current liquidity profile.
Design status, budget assumptions, market comps, and third-party studies where available.
If you are a first-time developer or independent sponsor with a live transaction, submit your file now. We will screen fit and issue structured next steps.
Yes, when the deal is documented correctly and the capital stack is realistic for the risk profile.
No. Financely structures and distributes transactions through financing partners and lending channels.
Yes. This service is designed for independent sponsors who need institutional-grade packaging and lender access.
No. Engagements are best-efforts and outcomes depend on file quality, structure fit, and lender appetite.
Submit the project through the deal portal. If the file fits, we issue indicative terms and a mandate path.
Yes. We can structure preferred equity or co-invest options when the project fundamentals support it.
Compliance notice: This page is for commercial information only and is not legal, tax, or investment advice. Financely does not provide guaranteed approvals. All mandates are subject to underwriting, KYC, AML, sanctions screening, legal documentation, and lender acceptance.
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.
