Early stage mining is a capital business. If your project is not packaged to investor standards, the outcome is predictable: endless meetings, no commitments, and a slow drift into “come back when you have a resource.” Capital can be raised at the exploration and study stages, but only when the story is disciplined, the work program is clear, and the risks are framed in decision-maker terms.
Financely helps early stage mining companies package their project and execute a private placement with qualified investors. We build the investment case, assemble a lender and investor grade data room, coordinate technical and commercial inputs, and run a structured outreach process through our network. Where regulated activities are required, we coordinate execution through appropriately licensed counterparties.
Electrification-driven demand, scarcity of permitted projects, and strong strategic buyer interest when the geology is real.
Liquidity and investor familiarity can support private placements when the program is credible and governance is clean.
Selective capital, heavier diligence, and a strong preference for clear permitting and processing pathways.
Battery supply chain relevance, with investors prioritizing flake quality, processing route, and downstream demand evidence.
Complexity and capex sensitivity mean investors focus on metallurgy, ESG risk, and realistic development sequencing.
Serious capital underwrites a mining project as a risk conversion plan. The question is not “is there upside.” The question is “what evidence exists today, what work program converts uncertainty into bankable facts, and what capital is required at each milestone.”
We review the project stage, documents, tenure, technical story, and governance. We identify what is required to raise capital at your current stage.
We create the investor package, consolidate technical and legal materials, and build a controlled diligence environment.
We run targeted outreach, normalize feedback into a single issue log, and progress qualified counterparties through diligence.
We coordinate closing workstreams with counsel and regulated parties where required, then support execution through funding.
We charge engagement fees. Packaging, diligence coordination, and capital raising require sustained work and decision-maker access. Most mandates include an upfront retainer and a success fee tied to capital raised. Third-party technical and legal costs are paid by the client and scoped separately.
| Fee Component | Indicative Structure |
|---|---|
| Retainer | Upfront engagement fee to fund packaging, data room build, and managed outreach workstreams. |
| Success Fee | Percentage of capital raised, scaled by stage, complexity, jurisdiction, and timeline constraints. |
| Third-Party Costs | Legal, technical reports, site work, and any required licensed intermediary fees are separate and client-paid. |
No. Capital raising is subject to investor diligence, suitability constraints, committee approvals, and definitive documentation. Our role is to package the project to investor standards and run a disciplined placement process.
Yes, selectively. The program must be coherent, the use of proceeds must be milestone-driven, and the governance and disclosures must support institutional diligence.
Investors fund evidence. If key inputs are missing, we will map the minimum technical work required to reach a financeable milestone and align the raise to that plan.
Financely provides advisory and coordination. Where a regulated intermediary is required for securities placement, we coordinate execution through appropriately licensed counterparties.
Provide your license and tenure documents, technical summaries and historical work, budget and program plan, cap table, and the amount you want to raise and why. We will revert with a packaging plan and a private placement workplan.
Submit your project stage, jurisdiction, commodity, current technical status, budget and work program, and target raise amount. We will revert with the packaging scope, diligence checklist, and private placement pathway.
Request A QuoteDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice and it is not an offer or solicitation to buy or sell securities. Financely is not a broker-dealer or investment adviser. Any private placement is made solely by the issuer and, where required, through licensed intermediaries. All transactions are subject to eligibility, diligence, KYC and AML review, sanctions screening, investor suitability requirements, and execution of definitive agreements.
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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