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.
A property with strong fundamentals can still fail to secure capital if the documentation is weak. Lenders evaluate structure, debt service coverage, tenant quality, sponsor strength and downside protection. Investors assess governance, exit assumptions and return credibility.
We align your transaction with those expectations before distribution begins.
Comprehensive Confidential Information Memorandum covering asset overview, tenant profile, lease abstracts, market positioning, competitive analysis and sponsor background.
Integrated acquisition model including rent roll analysis, operating expense normalization, capex schedule, debt sizing scenarios, DSCR testing, sensitivity analysis and exit valuation cases.
Sources and uses breakdown, senior debt sizing, mezzanine layer modeling, preferred equity waterfalls and sponsor equity alignment.
Independent legal opinion coordination, escrow provider introductions, valuation contacts and due diligence document organization.
Senior lenders will not rely on a broker summary. Credit committees require a coherent narrative supported by verifiable numbers.
We prepare underwriting materials consistent with how credit officers analyze risk. This reduces friction, shortens review cycles and prevents avoidable rejections caused by incomplete documentation.
Financely operates as a transaction-led capital desk focused on structured credit and Commercial Real Estate transactions. Our team has supported acquisition financing, bridge loans, stabilized asset refinancing and construction capital stacks across multiple jurisdictions.
We do not sell courses or templates. We prepare live transactions for real capital providers.
Financely rebuilt our acquisition memorandum from scratch. The financial model incorporated vacancy stress, tenant rollover risk and rate sensitivity. Within weeks of distribution we received formal lender engagement. The documentation quality materially improved our credibility with institutional counterparties.
We approached Financely with a mixed-use acquisition lacking structure. They clarified the capital stack, separated sponsor equity from preferred equity and reworked our underwriting assumptions. Their disciplined packaging prevented us from presenting unrealistic projections to lenders.
Our refinance package required covenant analysis and DSCR optimization. Financely delivered a model that allowed us to test multiple leverage scenarios before approaching debt funds. This preparation avoided unnecessary credit rejections and saved significant time.
The team coordinated third-party valuation and legal opinion providers while keeping our data room organized. The clarity of the materials increased investor confidence and shortened our negotiation cycle with mezzanine lenders.
We prepare transactions for capital markets and may coordinate distribution once documentation is complete. Funding decisions are made by independent lenders and investors.
We typically support sponsor-led transactions where disciplined underwriting is required prior to institutional outreach.
We coordinate independent legal opinions but do not provide legal representation.
Yes. We can recommend reputable third-party escrow and fund administration providers suitable for Commercial Real Estate transactions.
If your acquisition or refinance is live and requires disciplined packaging before lender engagement, submit your deal for review.
Submit Your DealFinancely 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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here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
