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.
Commercial Real Estate Capital Markets
You do not need conferences or warm intros to build a Commercial Real Estate investor list. You need a disciplined sourcing method, a way to verify who actually invests, and a segmentation model that prevents you from spamming the wrong capital. The goal is a list that is underwriteable, meaning each contact has a demonstrated mandate, check size, and deal appetite.
This guide outlines a 100 percent online workflow to source investors, validate them, segment them by strategy, and run compliant outreach. The outputs should feed a repeatable process, not a one-time scramble.
If you want Financely to run structured decisioning and packaging for Commercial Real Estate raises and acquisition financing, review What We Do and start through Submit Your Deal.
Most investor lists fail because the sponsor has not defined the mandate. If you cannot describe asset type, geography, leverage profile, hold period, and target returns, you will attract the wrong capital and waste weeks. Define the box first, then build the list into that box.
The best sources are those with objective evidence: filings, transactions, ownership records, and lender syndications. Social profiles are useful, but they are not proof of capital activity.
| Source Type | What You Pull | Why It Is High Signal |
|---|---|---|
| Capital raise filings | Fund names, GP entities, strategy, contacts | Shows active capital formation and sponsor identity |
| Property ownership records | Owner entities, managers, addresses, acquisition dates | Proves actual ownership and asset class exposure |
| Press releases and deal announcements | Recent acquisitions, JV partners, financing sources | Shows deployment behavior and repeat patterns |
| Debt syndications and lender rosters | Direct lenders, debt funds, banks active in sector | Maps who finances your exact collateral profile |
| Brokerage listings and comps platforms | Buyer names, sold comps, broker teams | Identifies active buyers and their advisors |
Quality rule: prefer sources where money moved, ownership changed, or a filing was made. A list built on titles alone looks big and performs badly.
Investors respond to specificity. If your outreach reads like it could be sent to any fund, it will be ignored. Segmenting is the difference between targeted capital markets execution and noise.
An investor list without a lender-grade or investor-grade package is just a spreadsheet. You want to be ready when interest appears.
If you are marketing an investment, you must be careful about who you contact and what you say. Avoid public solicitation language, avoid exaggerated performance claims, and avoid sending investment offers to the wrong audience category. Treat your first touch as a mandate fit check, not a public offering.
Practical framing: “We are sourcing capital for a Commercial Real Estate transaction and want to confirm mandate fit before sharing materials.” This is cleaner than blasting terms and projections to strangers.
Financely operates as a transaction-led capital advisory desk. For Commercial Real Estate acquisitions and capital raises, we build the lender-grade and investor-grade package, define the target capital box, and run structured outreach to decision makers. The outcome is a controlled decisioning process to term sheets, soft circles, or written declines with reasons. Where execution requires licensing, we coordinate execution through appropriately licensed partners under their approvals.
To start, review How It Works and What We Do. When you have your PSA or your target deal economics, submit through Submit Your Deal.
If you have a defined asset, a price, and a timeline, submit your deal. We will revert with feasibility, a checklist, and an outreach plan sized to your target investor and lender universe.
Start with objective evidence: recent acquisitions, ownership records, and capital raise filings. Those sources prove activity and help you infer strategy and check size. Social profiles can help with contacts, but they should not be the primary proof layer.
Purchased lists tend to be noisy and out of date. If you use one, treat it as a starting point and re-verify activity and mandate fit before outreach. A smaller verified list usually outperforms a massive unverified one.
Target enough to cover your deal profile without diluting relevance. For most transactions, a curated set of high-fit investors beats a broad blast. The right number depends on asset class, geography, and structure, but quality dominates quantity.
A one-paragraph mandate fit check: asset type, geography, equity or debt size, stage, timeline, and a request to confirm appetite. Do not lead with projections or a long attachment pack. Earn permission to share the data room.
Track parent entities, affiliates, and investment manager relationships. Many groups deploy through multiple SPVs. Normalizing entities and logging outreach history avoids reputation damage.
We can tighten segmentation, convert your materials into a lender-grade package, and run structured decisioning and outreach. Start via Submit Your Deal.
A Commercial Real Estate investor list is only valuable if it is verified, segmented, and paired with a controlled process. Build from transaction evidence, keep the list tight, and approach capital with discipline.
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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