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.
Legal And Commercial Disclosure Terms
This page sets out Financely’s disclosure terms for indicative financing discussions, indicative offers, and mandate-related communications. It is intended to remove ambiguity about what is disclosed before engagement, what is disclosed after engagement, and how definitive terms are produced.
We operate a transaction-led process. We provide indicative structuring and indicative commercial terms at screening and pre-mandate stages. Definitive terms are produced only after engagement, file onboarding, diligence, and lender or investor routing, including our term sheet auction process where applicable.
These disclosure terms apply to all prospective clients, introducers, sponsors, borrowers, project owners, acquisition buyers, and counterparties who request financing guidance, pricing, structures, or indicative terms from Financely. They apply whether communications occur by email, messaging platform, portal, or written proposal.
These terms are designed to protect all parties from misunderstanding, misuse of confidential commercial information, unauthorized lender shopping, and false claims that preliminary terms are guarantees or final commitments.
| Category | What It Means | What It Is Not |
|---|---|---|
| Indicative Terms | Preliminary pricing ranges, structure concepts, fee assumptions, tranche logic, and likely execution parameters shared before or at early mandate discussions. | Not a firm commitment, not a lender approval, not a binding term sheet, and not a funding guarantee. |
| Definitive Terms | Terms issued during live execution after engagement, diligence, lender or investor routing, and negotiation, typically through our term sheet auction or direct matched counterparty process. | Not available at pre-retainer stage and not based on incomplete files or speculative scenarios. |
| Term Sheet Auction | A structured process in which qualified counterparties review a mandate and issue or refine finance terms under controlled disclosures and deal-specific documentation. | Not an open broadcast of our network, and not a public tender process. |
Financely’s lender and investor relationships are proprietary commercial assets built through repeated execution, underwriting alignment, and pre-negotiated workflow agreements. We do not disclose lender names, investor names, or distribution counterparties merely to support shopping, free diligence, or direct circumvention attempts.
Counterparty identities are disclosed only after the client has been retained and has executed the required confidentiality documentation. Disclosure is limited to the extent reasonably necessary to execute the mandate and may be staged based on readiness of the file and progress of diligence.
Before disclosure of counterparties, market routes, or sensitive execution details, clients are required to enter into an NDA and a non-circumvention and non-disclosure agreement (or equivalent contractual protections acceptable to us). This protects the mandate, preserves process integrity, and avoids parallel unauthorized outreach.
Financely does not invent rates, fees, or economics on the spot. Indicative offers communicated by us reflect pre-agreed or pre-negotiated commercial frameworks with lenders and equity investors in our network, including forward flow agreements and similar standing arrangements where applicable to the product, strategy, and mandate type.
This means our indicative pricing is anchored to real counterparty economics, not fictional headline numbers. It also means that final pricing may still move based on transaction-specific risk, collateral quality, tenor, jurisdiction, covenant package, repayment controls, and changes in market conditions between screening and execution.
Random quoting, fabricated lender references, and made-up economics designed only to win a call or collect a fee.
It does not mean every mandate automatically qualifies for the best pricing bands or that indicative numbers become binding without diligence.
Indicative terms can and do change. This is normal in institutional finance. Terms may be revised if the client file changes, if new information is disclosed, if underwriting identifies higher risk, if collateral is weaker than represented, if counterparties are different from what was initially described, or if market funding conditions move.
To avoid false claims that Financely is fabricating counterparties, hallucinating pricing, or inventing process steps, we maintain a documented workflow for live mandates, including proposal records, engagement documentation, client submissions, counterparty routing logs, term sheet versions, and communication history, subject to confidentiality restrictions.
We do not disclose internal records publicly or to unretained parties. We do preserve them. On a live mandate, counterparties and term sheet activity are handled through controlled channels and documented communications so there is a clear chronology of what was requested, what was disclosed, and what was issued.
Clients must provide complete and accurate information. Financely’s indicative terms assume good-faith disclosure of all material facts. If a client omits or misstates information, any indicative terms may become invalid immediately, and the mandate may be paused or terminated.
All mandates are handled on a best-efforts basis unless a signed agreement expressly states otherwise. Financely does not guarantee financing, lender approvals, investor commitments, or closing outcomes. Third-party counterparties make their own credit, legal, compliance, and investment decisions.
Our role is to structure, prepare, route, negotiate, and manage the process within the agreed scope. A failed or withdrawn transaction does not convert indicative terms into misrepresentation where the terms were clearly identified as indicative and subject to diligence.
Clients should not rely on informal messages, verbal statements, or screenshots as definitive terms. Binding commercial terms are reflected only in executed engagement documents, formal written term sheets, and final finance documentation issued by the relevant financing counterparty.
No introducer, broker, consultant, or third party is authorized to represent that they can disclose our lender list, bind our pricing, or issue term sheets on our behalf unless expressly authorized in writing by Financely. We are not responsible for statements made by unauthorized parties.
Financely reserves the right to refuse engagement, limit disclosures, revise indicative terms, suspend a mandate, or terminate a process where there are concerns about client disclosure quality, legal risk, sanctions risk, non-circumvention risk, abuse of process, or bad-faith conduct.
We also reserve the right to update these disclosure terms from time to time. The version in effect at the time of a proposal or engagement governs unless the signed engagement documents state otherwise.
If you want definitive terms, the route is straightforward: submit a complete file, engage us formally, execute the required confidentiality and non-circumvention documents, and proceed through underwriting and the term sheet auction or matched counterparty process. That is how serious financing gets done.
We can issue indicative terms during screening. Definitive terms are produced only after formal engagement and live counterparty routing. If your transaction is real and you are ready to proceed under a paid mandate with proper documentation, submit the file through our official channel.
For service scope, review what we do. For live mandates, use the official deal submission page.
Submit Your DealNo. We provide indicative terms before engagement. Definitive terms are produced after formal retention, onboarding, diligence, and live counterparty routing, including term sheet auction where applicable.
Our lender and investor relationships are proprietary. Early disclosure invites circumvention and damages live execution. Disclosure is controlled and occurs only after retainer and confidentiality documentation.
No. Indicative offers reflect real commercial frameworks pre-agreed or pre-negotiated with counterparties in our network, including forward flow arrangements where applicable, subject to deal-specific underwriting and market changes.
Yes. That is normal. Terms can change if risk, collateral, counterparties, compliance findings, transaction scope, or market conditions differ from initial assumptions.
At a minimum, a formal engagement, cleared retainer as applicable, NDA, and non-circumvention documentation, plus a sufficiently complete file to support live routing.
No. Mandates are handled on a best-efforts basis unless a signed agreement expressly states otherwise. Financing decisions remain with third-party lenders and investors.
Informational only. This page states Financely’s commercial disclosure policy and does not constitute legal advice, tax advice, an offer to lend, or a public solicitation of securities. All services are subject to signed engagement documents, best-efforts scope, underwriting, KYC/AML checks, sanctions screening, legal review, and third-party approvals.
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.
