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.
Funding Advisory
Your clients do not want a concept. They want funding. If you are searching for business acquisition financing, a Commercial Real Estate loan, a trade finance facility, or working capital for import export, you need a file that a credit committee can approve and a process that gets capital to closing.
Financely runs one mandate: underwriting, lender-grade packaging, targeted lender outreach, and diligence management through funding. See How It Works.
High intent buyers rarely type “term sheet.” They search for outcomes, and usually under time pressure. This page is written for searches like:
What changes the outcome: lenders fund contracts, collateral, controls, and a coherent repayment story. If those are missing, funding does not land.
We take a live transaction and turn it into a financeable, lender-ready file, then we run the lender process until you have executable funding options. The product changes by deal type, but the discipline stays the same.
| Workstream | What it means for funding |
|---|---|
| Underwriting | We pressure-test the story, validate the credit, map the risks, and define a clear, approvable funding request tied to repayment and controls. |
| Lender-ready package | We produce a lender-grade credit memo, sources and uses, collateral and security summary, and a diligence-ready narrative that ties to the numbers. |
| Controlled data room | We set up a controlled disclosure trail with a diligence checklist and Q and A tracking to keep momentum and reduce re-trades. |
| Lender and investor outreach | We run targeted outreach to banks, private credit, and specialists based on fit, ticket size, jurisdiction, and security package. |
| Diligence to close | We manage the diligence workflow, conditions, and closing readiness through definitive documentation and funding. |
For buyers with a signed LOI or purchase agreement that need senior debt, unitranche, mezzanine, or structured private credit. If the seller wants proof you can close, the lender file needs to be tight.
For capital structure context, see our leveraged finance guide and mezzanine financing explainer.
For buyers and sponsors seeking purchase, refinance, or recapitalization funding with a clear collateral story and timeline. Start with Commercial Real Estate financing.
For importers, exporters, and commodity flows that need working capital facilities, bank instruments, and controls that lenders can approve. If your flow requires letters of credit, standbys, or bank guarantees, we align the instrument to the underlying contract and issuer requirements.
Start with: MT760 SBLC guide and loan guarantee support.
If someone is pitching “receiver” roles or conditional payment messaging, treat it as a documentation story, not funding. See MT103 and MT202 conditional transfers.
If you want funding outcomes, start with documents. We can move fast when the file is real and complete.
Financely works on an upfront underwriting retainer that covers underwriting, packaging, and initial outreach. If the transaction closes, we earn a success fee tied to the completed financing. Third-party costs, where applicable, are disclosed and passed through.
Where regulated execution is required, delivery is coordinated through appropriately licensed third-party partners under their own approvals and documentation.
For scope, policy, and expectations, review FAQ and How It Works.
If you need acquisition funding, Commercial Real Estate funding, or trade finance funding, submit your deal for underwriting. We will revert with next steps, scope, and a clear execution path to funding.
This page is for general information only and does not constitute legal, tax, accounting, investment, or regulatory advice. Financely is not a bank, not a broker-dealer, and not a direct lender. No issuance or funding is guaranteed. All outcomes are subject to diligence, compliance screening including KYC, AML, and sanctions, counterparty and lender approvals, and definitive documentation.
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.
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.
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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here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
