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.
AI Lender Match helps business owners, investors, and sponsors identify lenders that fit their deal profile without wasting weeks on cold outreach. Get a smarter starting point for acquisitions, commercial real estate, trade finance, and structured debt transactions.
Financely builds client acquisition funnels for fractional CFOs and fractional finance firms that want a larger and more consistent pipeline of prospective clients.
We handle the funnel infrastructure, targeting, prospect acquisition, messaging, and campaign launch. Your team focuses on qualification, sales calls, proposals, and converting suitable opportunities into paid fractional CFO engagements.
This is not a standalone contact list or a one-off lead package. Financely builds the sales infrastructure around your fractional CFO offer and launches the funnel for you.
We define the companies and decision-makers your firm should be targeting based on your preferred client profile, service scope, geography, company size, and commercial positioning.
We structure the campaign around the financial problems your fractional CFO service is equipped to solve, rather than sending generic CFO-service pitches.
We build the prospect pipeline around the agreed target market and identify relevant businesses and decision-makers for your campaign.
We prepare the messaging, campaign structure, qualification path, and conversion flow required to move prospects from initial contact into your sales process.
A fractional CFO does not need thousands of low-value enquiries. The objective is to create conversations with businesses that can support a recurring advisory engagement.
The funnel can be built around the specific work your firm wants to win, including:
Fractional CFO lead generation engagements start at USD 5,000 per month.
The engagement covers funnel setup and ongoing client acquisition activity. Scope may vary according to target market, geography, campaign volume, positioning, and the complexity of the audience being targeted.
Pay the first monthly fee using Financely's bank details and send the payment confirmation to payments@financely-group.com.
We onboard your firm to the Financely client portal. You provide your business information, target client profile, services, markets, positioning, and other information required to build the campaign.
We build the targeting and campaign infrastructure, prepare the funnel, and launch. Standard setup takes 1–3 business days once onboarding information has been completed.
Engagements start at USD 5,000 per month. Pay the initial monthly fee, send the payment confirmation to payments@financely-group.com, and we will begin onboarding your firm.
View Bank Details and Get StartedOnce the funnel is live, the objective is to create a repeatable flow of relevant prospective clients for your firm to qualify and close.
Your firm remains responsible for sales calls, proposals, pricing, engagement terms, and final client acceptance. Financely handles the client acquisition funnel supporting that sales process.
Because the campaign is built around your actual service offering, the funnel can also be adjusted as you identify which industries, company profiles, service lines, and commercial angles produce the strongest opportunities.
Pay the first month's engagement fee through our bank details. After payment confirmation is received, we onboard your firm to the client portal and begin the 1–3 business-day setup process.
Start From USD 5,000 Per MonthSend payment confirmation to payments@financely-group.com
Financely provides business development, marketing, and client acquisition services. Campaign performance and client conversion depend on factors including market conditions, positioning, pricing, sales execution, service quality, target market, and client capacity. No specific lead volume, revenue, or client conversion outcome is guaranteed.
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 provides paid structured debt advisory, trade finance, project finance and credit enhancement advisory for companies, sponsors and investors executing qualified transactions.
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.
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.
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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here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
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