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.
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For business owners and acquirers pursuing private debtsubmit your deal for review. We revert within one working day with next steps and either a quote for our services.
Fund Tokenization Services for Private Funds and Managers
Fund tokenization services help managers issue fund shares or LP interests as digital tokens, so subscriptions, transfers and investor records run on a regulated digital register instead of spreadsheets and paper transfer forms.
Financely structures the program and coordinates the licensed parties that issue and administer the tokens.
What we deliver
Deliverable
Scope
Feasibility memo
Fund strategy, target investors, jurisdiction and whether tokenization adds value
Structure and jurisdiction
Vehicle, share class or feeder, governing law and offering exemption, coordinated with fund counsel. See our guide to choosing a tokenization jurisdiction.
Platform selection
Shortlist of licensed issuance platforms and transfer agents, with fees and terms compared
Token terms
Transfer restrictions, investor whitelisting, lock-ups, redemptions and distribution mechanics
Investor onboarding
KYC, accreditation and eligibility workflow integrated with the register
Launch and lifecycle
Issuance, NAV and reporting feeds, corporate actions and secondary transfer rules
Who it is for
Emerging managers
launching private credit, real estate, infrastructure or alternative asset funds who want lower administration costs and smaller minimum tickets.
Established managers
adding a tokenized share class or feeder to reach new investor channels.
Family offices and sponsors
pooling capital into a single vehicle with a clean, auditable investor register.
Fund tokenization services structure and launch a fund whose shares or LP interests are issued and recorded as digital tokens, covering legal structure, platform selection, investor onboarding and transfer controls.
Does tokenization change how a fund is regulated?
No. A tokenized fund is still a fund. Securities, fund and marketing rules continue to apply, and the token must reflect them through transfer restrictions and investor eligibility checks.
Can an existing fund be tokenized?
Often yes, by issuing a tokenized share class or feeder alongside existing interests, subject to the fund documents, investor consent where needed and regulatory approval.
Does Financely issue fund tokens?
No. Financely is an advisor and arranger. Tokens are issued and administered by licensed platforms and transfer agents, and Financely is not a broker-dealer.
This page is for general information only and does not constitute legal, tax, regulatory or investment advice. Financely is an advisory and arranging firm, not a broker-dealer, fund manager, transfer agent or token issuer, and does not offer or sell securities. Any issuance is subject to legal review, regulatory requirements and the approval of the relevant licensed parties.
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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 ourimpersonation warning.
About Financely
Financelyadvises 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.
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.
Trade Finance
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
LCs and Confirmations
SBLC and Guarantees
AR/AP and Supply Chain
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.
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.Clickhereto download our brochure. Emailsupportdesk@financely-group.comfor general enquiries.Click hereto view the complete regulatory disclaimer.