How Financely’s CRE Capital Raising Platform Works
How Financely’s CRE Capital Raising Platform Works
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.
$840M+
Raised to date for clients
Across 12 U.S. States
64 days
Average time to closing
From engagement to disbursement
$22M
Average loan amount
Per commercial real estate transaction
Our Six-Step Process
1. Retainer & KYC
We execute an engagement agreement, perform KYC, and scope the deal. A checklist and data room template are issued immediately.
2. Underwriting
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.
3. Targeted Distribution
Files are shared with credit partners under forward-flow agreements. Each lender sees only what matches their mandate and size range.
4. Term Sheet Auction
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.
5. Approvals & Diligence
We manage investment committee processes, legal documentation, intercreditor negotiations, and third-party reports to keep closings on track.
6. Closing & Funding
Documents are executed, CPs satisfied, and funds released. Our fee is netted at closing against loan proceeds.
Products We Place
Bridge Loans
Fast capital for acquisitions, refinances, lease-up, and repositioning. Typical leverage up to 75% and tenors of 12–36 months.
Mezzanine Loans
Subordinate debt filling the gap behind senior lenders. Leverage up to 85% total capitalization. Structured with intercreditors and often partial PIK.
Construction Loans
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.
Frequently Asked Questions
How long does a typical deal take to close?
Our average time from retainer to funding is 64 days, depending on asset complexity and third-party diligence.
What loan sizes do you arrange?
Our sweet spot is $10M–$75M, with an average loan size of $22M. Smaller and larger transactions are considered case by case.
Do you guarantee placement?
No. We provide disciplined underwriting, controlled distribution, and term sheet auctions. Closing depends on asset quality and sponsor performance.
What fees are involved?
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.
Request a Proposal
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.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
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.
Trade Finance
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 RequestProject Finance
Access 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 RequestAcquisitions
Secure 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 RequestFor Banks
Financely 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.
