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.
If you originate commercial mortgages, bridge loans, construction loans, or income property debt, your growth is capped by funding. A warehouse line solves that only when the lender believes your takeout execution, your controls, and your reporting discipline. This page is built for originators who want to be taken seriously and move fast.
Financely packages your warehouse line request into a lender-ready file and runs a targeted lender introduction process. Start by submitting your request via Submit Your Deal. You can also review how we run the process on our procedure page.
Active originators who need repeatable funding to scale a defined credit box and keep closings predictable.
Teams funding short-duration loans with a documented refinance or sale takeout plan and clean servicing mechanics.
Lenders who sell or finance out loans through committed investors, whole loan buyers, or securitization channels.
Firms with reporting, compliance, and collateral perfection set up like adults, not like a side project.
Definition check: This service is for warehouse credit facilities used to fund loan originations prior to takeout. It is not financing for buying or building industrial warehouse properties.
A warehouse line is not one product. It is a set of covenants, controls, borrowing base mechanics, eligibility rules, and reporting duties. We structure the request so it matches what warehouse lenders actually underwrite.
| Facility Scope | Typical Use |
|---|---|
| Revolving warehouse line | Fund commercial mortgages before sale or refinance takeout. Borrowing base and eligibility drive advance rates. |
| Committed repo style line | Higher control structure for defined collateral pools with tight reporting and margining. |
| Forward flow aligned funding | Facility sizing and eligibility engineered around specific investor takeout channels and delivery rules. |
| Subline or product-specific bucket | Separate concentration limits for riskier products to avoid poisoning the core line. |
No committed buyers, weak investor history, or a vague “we will securitize” plan with no evidence.
Loose funding checks, weak collateral perfection, ad hoc reporting, and no exception management.
Under-capitalized platforms get choked by covenants, margin calls, or a single takeout delay.
Scattered documents, inconsistent numbers, missing policies, and a request that reads like sales copy.
If your plan depends on proof theatrics, “bank comfort” letters, program claims, or any third party collecting fees before real underwriting, stop. Warehouse lenders do not need theater. They need documented controls and bankable takeout.
Financely is a transaction-led capital advisory and placement desk. We package your file, structure the request, and introduce it to aligned warehouse lenders. We do not blast your information. We run a controlled process designed to get you to term sheets or written declines, fast.
A lender-facing memo covering: company profile, loan products, underwriting box, takeout mapping, servicing and reporting, collateral controls, and the exact facility request with proposed concentrations.
A structured index and a “clean pack” format lenders can read quickly. Missing items are flagged in writing with a cure list.
Introductions to warehouse lenders that fit your product, size, geography, and operating model. No mass distribution.
We coordinate information requests, keep the process moving, and help you compare proposals in a structured way.
If you want a warehouse line, submit a real file. A one-page summary is not underwriting. You do not need perfection, but you do need coherence.
| Item | What To Provide |
|---|---|
| Facility request | Target size, currencies, tenor, expected utilisation, proposed advance rate, and product scope. |
| Loan program and eligibility | Product matrix, underwriting criteria, appraisal rules, LTV policy, DSCR rules, and exceptions policy. |
| Takeout execution | Named takeout counterparties and evidence of executions or committed paths. |
| Financial profile | Recent financials, liquidity schedule, leverage, and a simple covenant model assumption set. |
| Operations and controls | Funding controls, dual approval, post-close QC, shipping discipline, servicing mechanics, and reporting samples. |
| Corporate | Ownership chart, biographies of key personnel, licenses and registrations where applicable. |
Reality: The fastest approvals come from a narrow product scope, documented takeout, and controls that hold up when volumes spike. If you are still “figuring out the model,” you are not ready for a warehouse lender.
Financely operates on a fixed, transaction-led workflow. No calls or consulting before written acceptance and fees. The goal is clean decisioning, not endless discussion.
Submit your file through the intake form. We review eligibility and identify missing items that block lender review.
You receive a written proposal defining scope, pricing, and the lender routing plan. Accept in writing and pay to start.
We produce the lender-ready memo and data room index, then prepare a controlled outreach sequence.
We introduce to aligned warehouse lenders, manage requests, and drive toward term sheets or written declines.
Pricing depends on facility size, complexity, and the state of your documentation. We keep it simple: an upfront packaging and process fee, plus a success fee payable only when a committed facility closes.
| Fee Type | How It Works |
|---|---|
| Upfront packaging and process fee | Covers underwriting write-up, data room structuring, positioning, and the controlled lender outreach process. |
| Success fee | Payable only upon signed commitment or facility close, depending on proposal terms and lender requirements. |
| Third-party costs | Legal, audit, custodial, and compliance costs are paid to providers directly. We do not mark up third-party invoices. |
If you are a commercial mortgage lender with a defined product and takeout plan, submit your file. We will respond with an indicative proposal and next steps.
No. Financely is not a bank. We package the request and introduce it to aligned warehouse lenders who underwrite and decide.
No. We do not sell certainty. Outcomes are lender term sheets or written declines based on lender underwriting.
Documented takeout execution, credible controls, sufficient liquidity, a defined credit box, and a package lenders can audit quickly.
Sometimes, but only if the team, capital, controls, and takeout are credible. If the story is still being invented, lenders will pass.
Timing depends on readiness and lender appetite. The fastest paths come from clean documentation and narrow product scope.
No. Financely is transaction-led. Submit the file, receive a written proposal, then execution begins after acceptance and fees.
Compliance and scope note: Financely provides best-efforts advisory and lender introduction services. Financely does not provide loans, does not issue warehouse lines, and does not guarantee approvals. Where licensing applies, regulated partners execute under their own approvals. This page is informational and is not an offer to sell securities or financial products. Nothing here is legal, tax, or accounting advice.
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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