Select a Service and Start Your Engagement Online

Use the Financely Self-Service Checkout Portal to choose the service that matches your transaction, complete a brief eligibility check and submit your engagement details. Once your request qualifies, you can review the applicable fee and proceed directly to payment.

Select a Service
Self-Service Finance Advisory and Deal Structuring
Self-Service Engagement

Choose the Right Financely Service and Start Online

Select the professional service that matches your transaction, complete a short commercial fit check and submit your onboarding details. Qualified clients can proceed directly to payment instructions without scheduling a preliminary call.

Before You Engage Financely

This page is designed for commercial clients who already have a defined financing, transaction preparation or financial-management requirement. It is not a consumer loan application and payment does not purchase a credit approval.

1

Business-to-Business Only

Services are for companies, sponsors, acquirers and transaction counterparties. We do not provide personal or consumer finance.

2

A Defined Requirement

You should have a real transaction, financing objective, deliverable or ongoing finance function that can be clearly described.

3

Professional Fees Upfront

Financely works under fixed-fee mandates and subscriptions. The fee is paid before portal onboarding and commencement.

4

No Funding Guarantee

Lenders and capital providers make all approval decisions. Our fees cover professional work, not a guaranteed financing outcome.

Select a Service

Fixed-Fee Services Available for Direct Onboarding

Choose the service you believe fits your objective. The intake questions below will also generate a recommendation before payment is unlocked.

Complete the Fit Check Before Payment

Your answers determine whether direct payment is appropriate or the file should be reviewed first.

Contact Details
Commercial Fit
Service Recommendation

Complete the questions to receive a recommendation

We will compare your objective, documentation and fee readiness with the selected service before payment is made available.

Submitting this form does not charge you. Direct payment instructions appear only after the form is accepted and your answers support self-service onboarding.

Your Intake Is Submitted

Your answers support direct onboarding. Review the selected service and use the payment reference below when completing the transfer.

Selected Service
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Professional Fee
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Payment Reference
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Open the secure payment instructions, include the payment reference and selected service in the transfer description, then email proof of payment to payments@financely-group.com. Portal access and the project workflow are issued after payment confirmation.

Proceed to Payment Instructions Email Payment Confirmation

The payment page also lists approved alternative payment methods. Any stated discount applies only under the terms shown on that page.

Manual Review Is Required Before Payment

Your intake has been submitted. Do not make payment yet. Financely will review the service fit and determine whether direct onboarding is appropriate.

Review the client intake procedure and frequently asked questions while your submission is being assessed.

What Happens Next

From Selection to Project Kickoff

1

Confirm Fit

Review the B2B, documentation and fee requirements.

2

Select Service

Choose a mandate, subscription or defined ancillary deliverable.

3

Submit Intake

Provide the commercial facts required to confirm the onboarding route.

4

Make Payment

Qualified submissions receive access to the payment instructions.

5

Enter the Portal

After confirmation, Financely issues portal access and begins the scope.

Frequently Asked Questions

Is Financely a direct lender?

No. Financely is a capital advisory and transaction preparation firm. Lenders and capital providers make the final credit, pricing and closing decisions.

Does paying the fee guarantee funding?

No. Fees pay for professional work such as review, structuring, documentation, lender targeting and process management. They do not purchase an approval or guaranteed financing outcome.

What happens after payment?

Send proof of payment to payments@financely-group.com. Financely then issues the client portal invitation and begins the agreed project workflow.

How long does the financing process take?

Timing depends on the mandate and file quality. Trade finance may progress within a few weeks when documents are complete. Complex project finance can take several months.

Are professional fees refundable?

AI Lender Match includes the refund guarantee stated on the pricing page. Other fixed-scope professional services are generally non-refundable once work has commenced.

What if the form says manual review is required?

Do not pay yet. Your file may require clarification, internal fee approval or a different service path. The Formspree submission will still reach Financely for review.

Financely provides capital advisory, transaction preparation, structuring, packaging, lender targeting and process-management services for commercial clients. It is not a bank or direct lender and does not guarantee approval, pricing, lender appetite, instrument issuance or closing. All engagements remain subject to KYC, AML, sanctions screening, transaction suitability, applicable terms and definitive scope documentation.