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.
Insurance acquisition is not a traffic problem. It is a qualification problem. Most inbound requests are missing key underwriting fields, routed to the wrong team, or come from people who were never eligible. That creates slow response times, wasted quoting effort, and bad conversion.
Teams that want predictable inbound enquiries that match defined product lines, geographies, and eligibility rules.
Underwriters who need submissions that fit appetite and arrive with enough detail for a fast triage decision.
Brands that want funnel-first acquisition, with eligibility gates and automation that protects CAC.
Providers selling business-focused products where the first-pass data points decide the entire conversation.
We design your landing flow, qualification steps, and submission logic so prospects provide quote-ready information upfront.
We manage ad campaigns that target intent, not curiosity. The objective is qualified submissions, not clicks.
Product lines, geographies, risk classes, minimum premium signals, and exclusions are built into the funnel logic.
Submissions are routed by product, region, and risk characteristics so your team can respond fast and consistently.
Qualified means quote-ready and inside scope. We require the underwriting fields that decide eligibility early. If a prospect cannot provide them, they do not reach your quoting desk.
Product lines, target geographies, risk classes, minimums, exclusions, and routing preferences.
We review your criteria, confirm fit, then come back with deliverables, timelines, and pricing.
Email us your insurance line(s), geography, and eligibility rules. We will review and reply with scope and pricing.
Yes. The funnel design and qualification gates differ by line, but the approach is the same: define eligibility and collect quote-ready fields upfront.
Yes. We configure eligibility gates around your appetite and exclusions to reduce unquotable submissions.
No. We control funnel structure, qualification discipline, and routing speed. Bind rate still depends on appetite, pricing, and response times.
Yes. Routing rules can be split by product line, region, or other risk attributes.
No. We provide funnel build, advertising management, intake filtering, and routing. You remain the quoting and binding party.
Your appetite, exclusions, required underwriting fields, and routing preferences. If these are unclear, lead quality will suffer.
Reality check: if you cannot quote quickly, you lose good risks to faster competitors. This service works best when you have clear appetite rules and disciplined follow-up.
Disclaimer: This page is for general information only and does not constitute advice, an offer, or a solicitation. Financely is not an insurer or insurance broker. All quoting, underwriting, and binding decisions remain with the licensed/authorized insurance party. Campaign performance depends on your appetite, response times, and market conditions.
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.
