Private credit investors are searching for yield streams that are secured, data rich, and repeatable. Short tenor trade receivables and forward flow programs sit in that segment. They pair operating companies with proven trade cycles and collateralized documentation with investors that want recurring exposure to self liquidating assets rather than long dated corporate risk.
Financely focuses on this intersection. We work with trading companies and structured trade programs on one side, and professional credit investors on the other, to design forward flow and receivables purchase frameworks that can pass internal risk scrutiny on both sides. Our role is to help investors access institutional grade trade flows, not to sell retail products or speculative schemes.
In this context, a forward flow is a standing agreement where an investor commits to purchase qualifying receivables or notes from a seller over time, subject to a strict set of tests. Instead of buying a single loan or invoice, the investor finances a stream of transactions that all fit a defined profile.
The result is a program that can scale once the investor is comfortable with the credit, legal, and operational framework, instead of one off positions that consume time and internal bandwidth for limited volume.
This profile is attractive to investors that want credit exposures tied to real flows rather than financial engineering alone.
Forward flow and trade receivables programs are not mass market products. They are designed for investors that already run credit books and can evaluate idiosyncratic risk. Typical allocators include:
We engage only with professional and institutional investors that can assess risk independently and are comfortable with the regulatory and tax analysis in their own jurisdictions.
The strength of a forward flow program lies in its rules. Yield is a headline figure. The governing documents, eligibility criteria, and triggers are what protect capital when individual obligors underperform.
These disciplines matter more than small differences in headline yield. They are the reason certain trade programs weather stress while others fail.
Financely operates as a corporate finance and trade advisory platform, not as a deposit taker or fund manager. Our work with private credit investors focuses on structure, information quality, and counterparty selection.
Any allocation decision remains with the investor and their own advisers. Financely does not provide investment advice in the regulatory sense and does not market securities to retail clients.
To have a serious conversation about forward flow and receivables programs, we need enough context to avoid theory and move directly to what is realistic. At a minimum, we usually ask for:
With that baseline, we can indicate whether our trade finance investment vehicle and related programs are a realistic match, and where further work is needed before an allocation is considered.
Financely supports private credit investors that want disciplined exposure to short tenor, collateral backed trade receivables. Our focus is on clear structures, verifiable trade flows, and governance that stands up to due diligence, not promotional yield targets.
If you are a professional or institutional investor evaluating allocations to trade finance, you can review our trade finance investment vehicle and related materials and then contact us to discuss portfolio fit with your team.
View Trade Finance Investment VehicleDisclaimer: This page is for general information only and is directed exclusively at professional and institutional investors. It does not constitute investment, legal, tax, or regulatory advice and is not an offer to sell or a solicitation of an offer to buy any security or financial product. Any trade finance investment vehicle or receivables program referenced here is offered only by its own regulated sponsors under their documentation and approvals, and only to eligible investors under applicable law. Prospective investors should rely on the final offering documents and their own advisers when assessing any allocation to trade finance or related strategies. Financely is a corporate finance advisory platform and does not accept client deposits or hold client money.
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, 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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