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.
Systems And Operating Controls
Enterprise Resource Planning systems are not just back office software. They define how revenue, costs, inventory, cash, and obligations are recorded and controlled. When those systems do not reflect reality, growth stalls, audits drag, and capital becomes harder to access.
Financely delivers Enterprise Resource Planning ERP buildouts that work across industries, from asset heavy businesses to service platforms and multi entity groups.
Our ERP buildout work is industry agnostic. The principles are consistent even when operations are not. We adapt the Enterprise Resource Planning design to how value is actually created and measured in your business.
We cover the full scope from operating logic to reporting outputs. This is not a software resell or a narrow configuration task.
Our team combines Enterprise Resource Planning architects, finance leaders, and former advisors who have worked on ERP buildouts and remediation projects across mid market and institutional environments. Experience spans multi country rollouts, carve outs, rapid scale situations, audit driven clean ups, and pre financing system upgrades.
We approach ERP from an operating and financial control perspective, not from an IT vendor lens. The goal is clarity, consistency, and confidence for management and external stakeholders.
We lead the design and governance layer. Where software implementation or migration is required, we coordinate with specialist ERP implementation teams and remain accountable for the operating and reporting outcome.
If your current Enterprise Resource Planning setup is limiting growth, visibility, or external confidence, we can help. Share your business model, current systems, and objectives, and we will revert with a scoped engagement.
Not always. Many engagements focus on redesigning processes, controls, and reporting on top of an existing system rather than a full replacement.
Timelines depend on scope and complexity. Diagnostic and design phases are often completed first, followed by phased implementation.
The buildout is structured to run alongside operations. Changes are sequenced to avoid operational downtime.
Yes. Controls, audit trails, and reporting are designed to meet external scrutiny and ongoing monitoring requirements.
Yes. Strong Enterprise Resource Planning foundations improve decision making, margin visibility, and operational discipline even without financing.
Support can be extended for governance, reporting refinement, and future scale or system changes.
Systems shape outcomes. When your Enterprise Resource Planning setup reflects how the business actually operates, scale becomes controlled rather than chaotic.
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.
