Sponsor memo, financial model checks, project summaries, PPA and tariff notes, grid status, EPC and O&M positions, and a clean cap table.
Shortlists across infra funds, family offices, strategics, and utilities with clear fit by stage, ticket size, geography, and return profile.
Teaser and NDA flow, CIM and model release, Q&A management, term sheet coordination, redlines, and funding milestone schedules.
Equity sized to debt and grants, intercreditor points mapped, DSCR and LLCR sensitivities, and reserve planning for COD and beyond.
Reserved matters, board seats, information rights, and step-in mechanics consistent with project stage and risk.
Milestone-based draws tied to site control, permits, NTP, construction progress, and COD tests.
Construction and operational reports, budget controls, hedging notes where relevant, and maintenance KPIs.
Buy-out windows, drag/tag provisions, ROFR, and COD take-out options aligned to sponsor plans.
We review the pipeline, align sizing and valuation approach, map investor fit, and agree a distribution plan with clear timelines and deliverables.
KYC and AML, sanctions screening, investor gating, NDAs, and disclosure controls across teaser, CIM, model, data room, and track record.
Engagement fee USD 59,500 for single-asset or small portfolio mandates. Success fee 2.5% to 3.0% of equity raised, payable at funding. Third-party costs such as legal, technical, and insurance advisors are for the client. Exact terms depend on scope, geography, and investor pool.
Typical checks run from USD 2 million to USD 100 million per deal or program. Larger allocations are possible for multi-asset pipelines.
Marketing to signed term sheet often takes 3 to 6 weeks for prepared assets. Confirmatory diligence to close usually adds 3 to 6 weeks based on complexity and jurisdiction.
Yes. We align equity terms to lender requirements, map intercreditor points, and coordinate timing for NTP and COD.
Share your pipeline summary, model, PPA or offtake status, permits, grid letters, EPC and O&M positions, KYC, and target raise. We revert with eligibility, investor shortlist, structure options, pricing bands, and a clear path to term sheets and closing.
Request Indicative TermsFinancely acts as advisor and arranger on a best efforts basis. We are not a bank. All mandates are subject to KYC and AML, sanctions screening, investor suitability, credit approval, legal documentation, and applicable securities laws. Nothing here is a solicitation or an offer of securities. Any placement is limited to accredited or professional investors under the relevant exemptions. Terms vary by jurisdiction, investor requirements, and documentary quality.
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
here to download our brochure.
