Fixed-fee family office introductions for issuer-side raises. Targeting, screening, outreach, and meetings with decision-makers. Pay to start.
Family offices do not behave like a generic investor list. They respond to relevance, discretion, and clean materials. If your outreach reads like a blast, you get ignored. If your story is tight and your fit is obvious, doors open.
Not “wealth.” Fit. Ticket size, holding period, sector comfort, geography, liquidity preference, and governance.
We do not spam. We run measured outreach with a controlled cadence and a clear permission-based next step.
Family offices notice weak packs immediately. We tighten the story so the first read feels credible.
You see what is happening, what is resonating, and what needs to change. No mystery.
| Step | What We Do | What You Provide |
|---|---|---|
| Kickoff | Confirm deal profile, investor fit, restrictions, and messaging angles. | Teaser, cap table or ownership summary, target raise size, timeline, and use of proceeds. |
| Target Build | Assemble a fit-driven universe and prioritize by relevance. | Sector priorities, geographic constraints, minimum ticket size, and any conflicts. |
| Outreach | Run controlled outreach and request introductions where interest exists. | Fast approvals on scripts, and quick answers to screening questions. |
| Routing | Coordinate meetings when a family office consents to engage. | Availability and a clean, decision-ready follow-up pack. |
Choose a pack and pay to start. Payment link: https://www.financely-group.com/bank-details
Built for a single raise story with tight constraints and a clean profile.
Designed for founder-led raises, acquisition capital, or a single mandate where fit is obvious and materials are ready.
Built for more complex raises or where you need multiple angles and broader coverage.
Designed for institutional-style raises, structured credit stories, or cross-border campaigns where targeting needs more precision.
No. You are buying process execution: targeting, screening, outreach, and meeting coordination when a family office consents. Investors decide whether to engage, and outcomes vary by fit, timing, and materials quality.
No. This is a fixed-fee introductions and marketing service. We do not negotiate securities transactions, handle funds, or accept transaction-based compensation. Any regulated activity is handled by appropriately licensed parties under their own approvals and documentation.
No. Discretion is the point. Outreach is controlled and permission-based. We prioritize relevance and privacy over volume.
Clear use of proceeds, defensible economics, realistic valuation or pricing expectations, and a follow-up pack that can survive basic diligence. If the story is vague, you get vague responses.
A clean teaser, one-page factsheet, and fast responses to screening questions. If approvals take weeks, the campaign dies.
Choose your pack, pay, then complete the kickoff intake. We launch after the intake is complete and your outreach scripts are approved.
Go to Payment PageDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice. Results are not guaranteed. Introductions occur only where counterparties consent to engage. Financely is not a bank, lender, or broker-dealer. We do not negotiate securities transactions, handle client funds, or accept transaction-based compensation. Any regulated transactions are executed solely by appropriately licensed parties under their own approvals and definitive documentation. You are responsible for your own compliance requirements, including data protection and outreach rules.
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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