How Private Credit Funds Can Scale Origination with AI, CRM & Expert Support
How Private Credit Funds Can Scale Origination with AI, CRM & Expert Support
Private credit funds with at least $50 million in assets need a reliable source of high-quality deals. Financely brings together live outreach, automated screening and a seasoned origination team to keep your pipeline full—no per-deal fees.
What’s Included
- Exclusive Deal Flow: 20–30 vetted leads every month from banks, brokers and sector experts.
- Human Pre-Qualification: Dedicated agents call every applicant to confirm basics, ask follow-up questions and build rapport before any automated review.
- AI & Machine Learning: Real-time scoring of financials, covenants and ESG metrics to highlight fits based on your criteria.
- CRM & Automation: Salesforce-level platform, drip campaigns, workflow automation and live dashboards track each opportunity.
- Pre-Underwriting Kits: Executive summaries, credit memos, draft term sheets and data-room bundles ready for your due diligence.
- On-Call Origination Team: Experienced credit officers handle borrower calls, term negotiations and prepare committee materials.
- Digital & In-Person Sourcing: LinkedIn campaigns, industry portal outreach and on-site sourcing at conferences and roundtables.
- Marketing & PR: White papers, webinars, podcast slots and bylined articles to raise your profile.
- Content Creation: Press releases, investor newsletters and custom pitch decks for LP updates.
- SPV Setup: We establish Special Purpose Vehicles for each deal so you retain full control of your capital.
Fees
One setup fee covers platform integration, custom dashboards and training sessions. The annual retainer gives you full access to every feature—no success fees, no hidden charges.
| Tier | Fund AUM | Annual Retainer Setup Fee |
|---|---|---|
| Base | $50 M – $200 M | $250,000 $43,750 |
| Growth | $200 M – $500 M | $500,000 $87,500 |
| Enterprise | > $500 M | $1,000,000 $140,000 |
Ready to fill your pipeline and raise your fund’s profile? Request a proposal, contract and invoice to start.
Request ProposalWhy Clients Partner with Financely
- Over $12 billion in arranged financing
- Tech stack with AI, ML, CRM workflows and real-time analytics
- Team support across origination, underwriting, SPVs, marketing and PR
- Single annual retainer—no per-deal fees
- Scales as your fund grows
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.
