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.
Commercial real estate sponsors come to us for speed, certainty, and disciplined execution. Once retained, we underwrite the file, distribute it through our forward-flow network, manage a competitive term sheet process, and close. We don’t canvas the market randomly — we work with capital partners already in program with us, with over $30M on average ready to deploy across transactions.
Raised to date for clients
Across 12 U.S. States
Average time to closing
From engagement to disbursement
Average loan amount
Per commercial real estate transaction
We execute an engagement agreement, perform KYC, and scope the deal. A checklist and data room template are issued immediately.
Our team prepares a full lender-grade credit memo and model, sizing leverage to DSCR and exit realities. We surface covenant issues and structure reserves before distribution.
Files are shared with credit partners under forward-flow agreements. Each lender sees only what matches their mandate and size range.
We set deadlines, run lender calls, and collate terms into a comparative grid — proceeds, pricing, covenants, reserves, and fees side by side. Sponsors select the best fit.
We manage investment committee processes, legal documentation, intercreditor negotiations, and third-party reports to keep closings on track.
Documents are executed, CPs satisfied, and funds released. Our fee is netted at closing against loan proceeds.
Fast capital for acquisitions, refinances, lease-up, and repositioning. Typical leverage up to 75% and tenors of 12–36 months.
Subordinate debt filling the gap behind senior lenders. Leverage up to 85% total capitalization. Structured with intercreditors and often partial PIK.
Capital for ground-up projects and heavy redevelopment. Loan-to-cost up to 65% senior, 85% with mezzanine. Draw schedules, GMP budgets, and guarantees are standard.
Our average time from retainer to funding is 64 days, depending on asset complexity and third-party diligence.
Our sweet spot is $10M–$75M, with an average loan size of $22M. Smaller and larger transactions are considered case by case.
No. We provide disciplined underwriting, controlled distribution, and term sheet auctions. Closing depends on asset quality and sponsor performance.
We require a retainer to begin underwriting and charge a closing fee only when funds are disbursed. The closing fee varies by deal size and complexity.
Retain us, hand over your file, and we will underwrite, distribute through our lender programs, and run a term sheet auction until you’re funded.
Request a ProposalFinancely acts as a financial advisor and placement agent. We are not a direct lender. All financings are subject to underwriting, lender approval, and executed documentation. Terms and timelines depend on asset quality, sponsor equity, and prevailing market conditions. Fees apply on closing.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestAccess non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestSecure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFinancely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
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.
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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