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.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Fundraising is harder than it looks from the outside. Capital is more selective, diligence cycles are longer, and many LPs are prioritizing distributions and liquidity over new commitments. The result is a supply and demand problem: a large number of funds in market competing for a smaller pool of allocable capital.
Bain has highlighted this mismatch with a widely cited data point: more than 18,000 private capital funds in market seeking approximately $3.3 trillion, implying roughly a 3:1 demand-to-supply imbalance in allocations. If you are an emerging manager or a specialist strategy, that environment forces discipline. You need positioning that holds up, a workflow that respects LP process, and an investor pipeline that is built methodically rather than opportunistically.
LPs are concentrating relationships, asking sharper questions on realized cash returns, pacing, concentration, and valuation policy. Processes that used to close in weeks can take months once reference calls, compliance checks, and committee cycles start.
The market is shifting toward vehicles that match LP constraints and GP liquidity needs, including evergreen funds, separately managed accounts, co-invest sleeves, and continuation-style solutions where appropriate.
| Phase | Deliverables And Output |
|---|---|
| 1) Readiness And Gap Analysis | Strategy positioning, governance posture review, materials consistency check, and diligence risk flags. |
| 2) Targeting And Outreach Plan | LP segmentation, prioritized investor list, contact strategy, and outreach sequencing tied to the raise timeline. |
| 3) Meeting Funnel And Pipeline Control | Intro to follow-up workflow, meeting preparation support, CRM hygiene, and weekly pipeline reviews. |
| 4) Diligence Management | DDQ support, request triage, data room governance, and coordination with counsel and third-party providers. |
| 5) Closing Support And Ongoing IR | Closing workflow support, investor communications cadence, and post-close relationship management. |
Boutique IR firms and consultants commonly operate on engagement fees in the five to low-six figures, depending on scope, duration, and complexity. Financely charges engagement fees and will define scope, deliverables, and cadence in the engagement letter. Success-based economics, where used, are structured to remain compliant and are coordinated through licensed partners where required.
The following third-party references are useful for market framing and investor expectations:
No. Fundraising outcomes depend on investor fit, diligence results, mandate timing, market conditions, and final documentation. Our role is to improve readiness, tighten the process, and run a disciplined investor engagement workflow.
No. Financely is an advisory firm. Where activities require licensing, we coordinate with licensed investment banks or placement agents to complete execution.
Yes. We can advise on positioning and investor targeting for alternative structures, and coordinate the process with counsel and relevant licensed parties. Suitability and documentation depend on jurisdiction and investor category.
Your current deck, track record summary (realized and unrealized), fund terms, target size, target LP profile, timeline, and any existing DDQ or data room materials. If you are pre-launch, provide your strategy memo, team bios, governance plan, and seed anchor status if any.
We run an organized funnel with segmentation, outreach sequencing, meeting cadence, and documentation discipline. The goal is to keep momentum without over-promising or over-marketing to the wrong LPs.
If you are raising capital and need investor sourcing and IR execution support, submit your materials and target raise parameters. We will revert with an engagement scope and the fastest path to an institutional-grade process.
Request A QuoteDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice and it is not an offer or solicitation. Financely is not a broker-dealer or investment adviser. Where required, Financely coordinates execution with appropriately licensed third parties. Any engagement is subject to eligibility, compliance checks, conflicts review, and execution of definitive agreements.
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.
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Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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