You bring the deal and the track record. We package it, underwrite it, and place it with lenders and investors who can actually close. This is an end-to-end service for sponsors who want execution: senior debt, bridge, construction, mezzanine, preferred equity, and joint-venture equity—sourced, negotiated, and documented.
| Layer | Use cases | Typical ranges (indicative, subject to underwriting) | Notes |
|---|---|---|---|
| Senior Debt (Acquisition, Refi, Bridge) | Stabilized income, value-add, transitional | Up to ~60–70% LTV/LTC; DSCR ≥ 1.25x target | Floating or fixed; interest-only available on bridge |
| Construction Financing | Ground-up, heavy repositioning | ~55–65% LTC senior; total stack often 75–85% with mezz/pref | Third-party reports drive leverage and pricing |
| Mezzanine Debt | Capex, acquisition gaps | ~10–20% of total capitalization | Intercreditor required; cures and standstill negotiated |
| Preferred Equity | Top-up equity, recapitalizations | ~10–25% of total capitalization | Pay-current + accrual; covenants on distributions |
| Joint-Venture Equity | Development, large value-add | ~80/20 to 60/40 splits; promote with hurdles | Governance, major decisions, and fees negotiated early |
| Type | Examples | Key points |
|---|---|---|
| Multifamily / Residential Rental | Core, value-add, lease-up | Rent roll quality, loss-to-lease, capex plan, real comps |
| Industrial / Logistics | Warehouses, last-mile, light manufacturing | Tenant credit, WALT, location/trucking data, yard specs |
| Hospitality | Branded, independent, resort | RevPAR index, flag stability, PIP, seasonality |
| Office (selective) | Boutique, medical, life-science | Leasing plan, TI/LC, re-tenancy assumptions |
| Retail | Grocery-anchored, neighborhood | Anchor strength, co-tenancy, rollover |
| Special Situations | Self-storage, student, senior, mixed-use | Operator track record and local data are decisive |
| Phase | What we do | Output | Indicative timing |
|---|---|---|---|
| 1) Screening | Quick read on sponsor, asset, plan, jurisdiction | Go/No-Go + list of required documents | 48–72 hours |
| 2) Underwriting | Model NOI, DSCR, leverage, business plan, comp set; draft term sheet | Credit memo + target lender/investor list | 7–14 days from complete data |
| 3) Distribution | Run a controlled outreach; manage Q&A; collect indications | Soft terms; shortlist for diligence | 2–3 weeks |
| 4) Diligence | Third-party reports, IC calls, document negotiation | Final terms; closing checklist | 2–4 weeks |
| 5) Closing | Coordinate counsel, satisfy conditions, fund | Signed docs; capital in place | 1–2 weeks |
Full cycle typically completes in 45–90 days depending on complexity and responsiveness.
| Topic | What moves the needle |
|---|---|
| Sponsor | Direct experience with the asset type, clean track record, real cash in the deal |
| Business Plan | Clear capex scope, leasing/management plan, timeline, exit options |
| Numbers | Verified rent roll/T-12, realistic pro-forma, stress tests on rates and vacancy |
| Collateral | Survey, title, zoning, environmental, appraisal—no gaps |
| Governance | SPV structure, guarantees as required, reporting cadence, controls |
| Category | Examples |
|---|---|
| Corporate & KYC | Ownership chart, UBO IDs, formation docs, resolutions |
| Financial | T-12, current rent roll, trailing P&L, balance sheet, debt schedule |
| Property | OM, purchase agreement/loan statements, leases, capex plan |
| Third-Party | Appraisal (if any), PCA, Phase I, survey, title, zoning letters |
| Model | Excel with assumptions tab (rent growth, vacancy, capex draw, exit cap) |
| Item | When | What it covers |
|---|---|---|
| Non-refundable retainer | At mandate | Underwriting, materials, lender/investor outreach, data-room setup |
| Third-party costs | As needed | External diligence (appraisal, PCA, legal) paid by sponsor or credited at close per terms |
| Success fee | At closing/funding | Percentage of debt/equity raised, aligned with market for deal size and complexity |
We operate on a best-efforts basis. We do not guarantee funding. Outcomes depend on underwriting and market appetite.
Ready to raise capital for your Commercial Real Estate deal? Send your summary, rent roll, T-12, and business plan. We’ll screen quickly and tell you where the market sits today.
Request a Proposal| Question | Answer |
|---|---|
| Do you work with pre-revenue sponsors? | No. We focus on experienced sponsors with clear decision rights and the ability to fund diligence. |
| Timeline to close? | 45–90 days is common. Construction and heavy value-add run longer due to third-party reports and permits. |
| Can fees come from proceeds only? | Third-party and internal work start before closing. Some costs must be funded upfront. |
| Geography? | We prioritize bankable jurisdictions with stable rule of law and reliable third-party vendors. |
Financely Group acts as an advisor and arranger. We are not a lender. All work is subject to underwriting, KYC/AML, and a signed engagement. Terms, leverage, pricing, and timelines are indicative and depend on market conditions and third-party diligence. We avoid guaranteed offers, unsolicited broker chains, and requests to proceed without proper documentation.
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, engagement 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. When a mandate involves the purchase or sale of securities and a registered intermediary is required, all orders are introduced to and executed by a U.S. broker-dealer registered with the SEC and FINRA, acting as “chaperone” under SEC Rule 15a-6 (17 C.F.R. § 240.15a-6). Nothing here constitutes an offer, solicitation, or recommendation to buy or sell any security. Before proceeding, read our Terms of Service to confirm that engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate aligns with your legal and regulatory requirements.In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction. Click
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