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.
Financely is built for one job: turning a borrower’s situation into a lender grade credit file, then running structured lender decisioning until you receive written term sheets or written declines. This is not “introductions for everyone” and it is not a success fee only brokerage model. It is a controlled process with real work, real costs, and a real timeline.
If you want private debt decisioning, you need to be able to underwrite your own story with documents. Lenders do not fund vibes.
There are many people with projects and dreams. Most are not fundable and they are not budgeted to become fundable. Financely is built for the minority that are ready to execute.
Private debt placement fails when it is treated like a numbers game. Sending the same deck to 200 lenders is not a strategy. It burns reputation, creates contradictory feedback, and wastes time. Financely runs a sequence that credit teams recognise.
| Step | What Financely Does | What You Receive |
|---|---|---|
| 1) Submission And Fit Filtering | We review your deal submission, structure type, jurisdiction, collateral, cash flow profile, and compliance footprint. We reject non bankable files early to avoid wasting your time. | A clear go or no-go decision and a document checklist. Start here: Submit Your Deal. |
| 2) Lender Grade Packaging | We build the lender pack and underwriting narrative so it survives internal screening: use of proceeds, repayment source, risk mitigants, collateral and controls, covenants, and reporting logic. | A lender ready package and an underwriting memo style narrative that credit teams can actually read. |
| 3) Lender Fit Matrix | We map the deal against lender boxes: ticket size, geography, asset type, leverage, covenant appetite, and structure. This avoids random outreach. | A fit matrix and a curated outreach list aligned to your product. |
| 4) Managed Submissions And Decisioning | We run structured submissions and route Q&A to keep the file clean, consistent, and responsive. We push for written outcomes instead of endless calls. | Written term sheets where available, or written declines with the reason for decline where lenders provide it. |
| 5) Term Sheet Comparison And Next Steps | We compare economics and structure: pricing, covenants, conditions precedent, fees, security package, tenor, amortisation, and reporting. | A term sheet comparison view and clear next steps to closing with the selected lender. |
Retainer fees are not “paying for an introduction.” They fund the execution work required to produce lender-ready outputs and protect lender relationships. Private credit is document-driven. If your file is sloppy, lenders do not “maybe” it. They decline it and remember it.
If you need a lender decision, you need a lender-grade file. That requires paid work.
Success fee only sounds attractive until you understand the incentives it creates. It floods the pipeline with unbankable mandates, pushes advisors toward low-quality lender spam, and destroys lender trust. Financely’s model is built to produce written outcomes, not endless chasing.
If you are post revenue and have real documents, we can package and route your mandate for lender decisioning. Typical mandates conclude in 21 to 45 working days once documents are complete.
No. We build the lender grade package, structure the deal, filter lenders by fit, manage submissions, and control lender Q&A until you get written outcomes. If “sending emails” worked, most borrowers would already have term sheets. They do not, because the file is the problem.
We work with borrowers who have a budget to fund execution. Private credit is a compliance-heavy, document-heavy process. If you cannot fund packaging and decisioning work, the deal usually cannot survive lender screening anyway.
Confidence does not remove workload. A mandate requires structured packaging, diligence preparation, lender matching, and managed follow ups. Success fee only models encourage low quality submissions and lender spam. We protect lender relationships by running a paid, controlled workflow.
A red flag is someone promising funding with no underwriting. We do not do that. We charge for real execution work, we do not guarantee funding, and decisions are made by regulated lenders under their own approvals. If your deal is not bankable, you will get a written decline instead of months of vague talk.
The work is measurable: you receive the lender pack, structured underwriting outputs, a fit matrix, and tracked submissions. You can also see the platform process explained on How It Works.
Then you get written declines and the reasons where lenders provide them. That feedback is often the fastest path to making the deal financeable, restructuring the ask, or avoiding a bad transaction.
Disclaimer: This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank or lender. Any financing is provided by third party regulated institutions under their own approvals and documentation, subject to eligibility, KYC, AML, sanctions screening, and credit decisions. Nothing on this page is a promise of funding.
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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supportdesk@financely-group.com for general enquiries.
