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.
Effective Date: December 6, 2021
This Earnings & Performance Disclaimer (the "Disclaimer") applies to all content, communications, marketing materials, documents, memos, calls, emails, proposals, and services provided by Financely ( "Financely", the "Company", "we", "us", "our") and any related website, portal, forms, or tools (the "Platform"). By accessing the Platform, submitting an RFQ, booking a call, paying any fee, signing an engagement, or otherwise using our services, you ( "Client", "you", "your") acknowledge and agree to this Disclaimer.
No guarantees. Period. Financely does not guarantee earnings, revenue, profit, returns, capital raised, financing approvals, terms, timelines, or deal closing. We are an advisory firm operating on a best efforts basis. Outcomes depend on third party decisions and transaction facts outside our control.
Fees are for work, not outcomes. Fees compensate professional time, analysis, packaging, and process execution. Unless a written engagement explicitly states otherwise, fees are not refundable once paid.
Financely makes no promises, projections, warranties, or guarantees that you will achieve any specific results. This includes, without limitation, revenue, profit, returns, savings, capital raised, debt raised, approvals, pricing, credit terms, issuance of any instrument, closing, or timing.
Financely is not a bank, not a direct lender, not an issuing bank, and not a deposit taking institution. Financely provides advisory and arranging support on a best efforts basis. Any financing or transaction outcome depends on third parties and on diligence, documentation, credit approval, collateral controls, compliance screening, and definitive legal agreements.
Any examples, hypothetical scenarios, ranges, target terms, estimated costs, or timing references are illustrative only. They are not a commitment and must not be treated as a promise or a guarantee.
Our materials may include forward looking statements or expectations. These statements are based on assumptions and may not occur. Actual outcomes can differ materially due to changes in markets, credit appetite, compliance constraints, counterparties, documentation, collateral, operations, or regulatory conditions.
Any discussion of performance, economics, or outcomes is not a claim of typical results and should not be interpreted as average performance. Your results may be materially different and may be worse.
Testimonials, reviews, or client statements reflect individual experiences. They do not represent typical outcomes and do not guarantee that you will achieve similar results.
Any case study, deal reference, or transaction narrative is provided for context only. It does not imply that similar terms are available, that counterparties will approve similar transactions, or that results can be replicated.
What you should assume:
Even if something worked before, it can fail next time because the parties, credit profile, documents, routes, compliance touchpoints, and market conditions are different.
You are solely responsible for evaluating the merits and risks of any strategy or transaction. Trade and project finance activities involve material risks, including credit risk, fraud risk, documentary risk, performance risk, political risk, sanctions risk, operational risk, settlement risk, legal risk, and market risk.
You acknowledge that you may lose fees paid to Financely and may incur losses in the underlying transaction, including a total loss. Financely is not responsible for your losses resulting from your decisions, your counterparties, your execution, or your reliance on illustrative materials.
Financing outcomes and terms are determined by third parties, including lenders, investors, insurers, banks, and service providers. Financely does not control credit committees, risk policies, diligence outcomes, pricing decisions, onboarding rules, or legal documentation decisions.
Any counterparty may refuse, delay, suspend, or change terms at any time. A counterparty decision does not create any liability for Financely and does not create any refund right.
Nothing provided by Financely is legal advice, tax advice, accounting advice, regulatory advice, or investment advice. Nothing is a recommendation to enter into any transaction. You must consult qualified advisers before taking action.
Financely does not act as a fiduciary unless explicitly agreed in writing and required by law. You remain responsible for your decisions and actions.
Fees compensate professional time, analysis, packaging, diligence support, and process execution. Fees are not paid for outcomes, approvals, or closes.
Unless a written engagement explicitly states otherwise, fees are non refundable once paid. Lack of results, counterparty refusal, delays, market changes, compliance outcomes, or changes to your transaction do not create a refund right.
You accept sole responsibility for how you interpret and use any information or materials provided by Financely. If you rely on an assumption, estimate, or illustration as if it were a guarantee, that is your error, not ours.
Nothing on our Platform or in our materials constitutes an offer to sell or a solicitation to buy securities, or any public offering. Any securities related activity, if any, can only occur through definitive documents and in compliance with applicable laws and eligibility requirements.
If you enter into a written engagement agreement with Financely, the engagement agreement governs that specific mandate. This Disclaimer still applies to the maximum extent not inconsistent with that written engagement.
Disclaimer: This page is for general information only and does not constitute legal, tax, accounting, investment, or regulatory advice. Financely is not a bank and does not provide loans directly. Financely provides best efforts advisory and arranging services. No financing, earnings, revenue, profit, returns, approvals, pricing, timelines, or outcomes are guaranteed. Any terms are subject to diligence, counterparty approvals, definitive documentation, and compliance screening. By using Financely’s Platform or Services, you acknowledge that you understand and accept the risks described above.
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.
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.
Click
here to download our brochure.
