No. Financely is an independent capital advisory and distribution platform. We partner with licensed financial institutions and private lenders to arrange committed liquidity for your transactions. We do not hold deposits, manage client funds, or provide investment advice.

A dedicated team—credit analysts, trade & project finance specialists, and legal & structuring advisors—takes your mandate. We kick off within two business days and coordinate every step under our pre-arranged liquidity framework.

• Submission: Provide transaction details, financials, and supporting documents.
• Underwriting: We assess risk, fundability, and structure terms for market introduction.
• Capital Introduction: We present your opportunity to our pre-approved lender network.
• Execution: Once due diligence wraps, draw on committed capital lines and proceed to funding.

Typically: audited financial statements, project/deal summaries, corporate & shareholder profiles, and relevant legal or commercial agreements. Final requirements are confirmed at onboarding.

• Retainers: Fees depend on scope and typically cover structuring, underwriting, and distribution via our operator network.
• Success Bonuses: In some cases, a bonus may apply upon introducing deals to our lenders via our forward flow agreements.

Please request a quote to discuss your specific needs.

If no lender introductions occur within 90 days of document completion, underwriting and distribution fees are refundable (billable hours capped at $10,000 USD).

• Trade Finance: 30–60 days (often 24–48 hours after underwriting thanks to our pre-committed capital lines)
• Commercial Real Estate: 60–120 days
• Project Finance: 3–6 months

Our standing agreements with lenders mean we have liquidity on standby for most deals we underwrite. That way, once your package is approved, funds are ready to deploy immediately.

No. We advise on structure and introduce you to lenders with whom we hold committed facilities. You negotiate final terms directly, supported by your legal counsel. We can recommend external counsel, SPV administrators, and trustees if needed.

Yes. We present your transaction to multiple qualified lenders within our network. You retain discretion over which offers to pursue and finalize.

Submit your request via our intake form. A $500 USD review fee applies for eligibility assessment and proposal preparation. We outline full engagement terms upon acceptance.