Fundraising Support That Goes Beyond the Pitch Deck
Pitch decks, financial models, business plans, CIMs and data rooms, built by people who structure and place capital. Then, for debt, we take your raise to the lenders who fund it.
Request a Free EstimateMost fundraising firms hand you a beautiful document and wish you luck. The document is only half the job. Investors and lenders read the numbers before the slides, and a raise only closes when the right capital providers see it, ask their questions and get answers they trust.
Financely prepares every document a serious raise needs, and for debt, runs the process with lenders from our network of more than 12,700 verified capital providers. One team, from the first slide to the term sheet.
Everything your raise needs, in one engagement
| Pitch deck | A 12 to 15 slide investor deck with appendix, built around the numbers, the market and the ask. More on our pitch deck preparation. |
| Executive summary and teaser | A one or two page summary that gets the first meeting, written for investors and lenders who decide in minutes. |
| Financial model | A three or five year model with assumptions, scenarios and, for debt, coverage ratios and debt sizing that credit teams will accept. See what makes a model bankable. |
| Business plan | An investor-grade business plan covering market, strategy, operations, team and financials. See our business plan writing service. |
| CIM or information memorandum | A detailed memorandum for M&A, private credit and project finance, the document serious capital providers diligence against. |
| Virtual data room | An indexed data room built and managed through due diligence. See our data room setup service. |
| Pitch script and Q&A preparation | A presentation script and a rehearsal of the questions investors and credit committees actually ask, with answers backed by the model. |
| Debt distribution to lenders | Your raise taken to suitable lenders and capital providers from our network of more than 12,700 verified sources, with term sheets compared and negotiated. |
Why companies choose Financely
A documents-only firm compared with Financely
| Documents-only firm | Financely | |
|---|---|---|
| Pitch deck, model, plan, CIM | Yes | Yes |
| Data room built and managed | Often | Yes |
| Debt sizing and capital stack design | Rarely | Yes |
| Distribution to lenders | No | Yes, for debt |
| Term sheet comparison and negotiation | No | Yes |
| Fixed fee agreed in writing | Varies | Always |
How it works
Assess
We review your business or project, the raise and your materials, and tell you plainly what investors and lenders will question.
Build
We produce the model first, then the deck, summary, plan or memorandum around it, so every number matches.
Prepare
We set up the data room and rehearse the pitch and the hard questions with you.
Raise
For debt, we take the transaction to suitable lenders and support you through term sheets to closing. For equity, we work alongside a registered placement agent where one is required.
Raises we have supported
See how we structured a USD 32M bridge and mezzanine raise for a multifamily portfolio, placed a USD 13M commercial real estate bridge loan, and how an equity raise secured a revolving credit facility. For lenders, our Lender-Ready Package delivers the full credit file at a fixed USD 7,500.
Fixed fees, agreed before work starts
Every engagement is priced as a fixed fee based on the documents you need and the complexity of the raise, set out in a written estimate with scope and timeline. No hourly billing and no surprises.
Request a Free EstimateFrequently asked questions
What does fundraising support include?
Fundraising support covers the documents investors and lenders need, such as the pitch deck, executive summary, financial model, business plan, CIM or information memorandum and data room, plus preparation for investor meetings and, for debt, distribution to suitable lenders.
How long does it take to prepare investor materials?
It depends on the scope and how complete your information is. A focused package can be delivered in a few weeks, and every engagement has a written timeline agreed before work starts.
Do you introduce companies to investors?
For debt, yes. We take the transaction to suitable lenders and capital providers from our network. For equity, Financely is not a broker-dealer and does not sell securities. Where an equity placement is needed, we work alongside a registered placement agent or investment bank.
Who is fundraising support for?
Founders, growing companies, independent sponsors, real estate developers, project sponsors and acquisition buyers preparing to raise equity, debt or both.
How much does fundraising support cost?
Each engagement is a fixed fee agreed in writing before work begins, based on the documents required and the complexity of the raise. Our credit-focused Lender-Ready Package has a published fixed price of USD 7,500.
Financely is an advisory and arranging firm, not a lender, broker-dealer or investment adviser, and does not offer or sell securities. Equity placements, where required, are conducted by registered placement agents or investment banks. Any financing is subject to the investor's or lender's own due diligence and approval, and no outcome or timeline is guaranteed.