Investor-grade business plans with market research and a clear funding story, designed to improve lender and investor acceptance and reduce back-and-forth during diligence.
Financely writes investor-grade business plans built to survive real scrutiny, not generic templates. Every plan includes market research, competitive mapping, and a funding narrative that makes sense. Choose the USD 5,000 plan for a sharp, lender and investor-ready document, or the USD 15,000 premium package for a full capital-raise kit with financial model and information memo. Track record: 250+ business plans delivered and over USD 600,000,000 raised by clients across mandates.
You can pay directly and we start immediately with onboarding, a structured questionnaire, and a kickoff call. If you have a deadline, mention it in the payment note and we will align on timing during kickoff.
Business Plan With Market Research
Investor-ready narrative and research, built for credibility
USD 5,000
Fixed fee. Best for founders and sponsors who need a bankable core document.
Deliverable format: Word and PDF. Typical length depends on sector and complexity.
Capital Raise Kit
Plan + financial model + information memo + cap table and exits
USD 15,000
Premium package. Built for investors, lenders, and serious diligence.
Deliverable format: Word, PDF, and Excel. Designed to support lender and investor review.
| Step | What Happens | What We Need From You |
|---|---|---|
| 1) Intake | We confirm scope, target raise, and the decision-maker audience. | Short brief, existing pitch or notes, and your preferred timeline. |
| 2) Research | We build the market view, competitor map, and positioning logic. | Your customer profile, pricing assumptions, and any existing data. |
| 3) Draft | We write the plan for clarity, credibility, and diligence readiness. | Product details, team bios, and operational plan inputs. |
| 4) Revisions | We iterate until the story and numbers align and read clean. | Consolidated feedback and any updated inputs. |
| 5) Final Pack | We deliver final files and a structure that is easy to share. | Confirm final recipients, naming, and any formatting preferences. |
No. We use consistent structure because investors and lenders expect it, but the substance is written from your facts, your market, and your raise objective.
No. Funding decisions sit with investors and lenders. What we do is improve the quality of the materials, the clarity of the story, and the credibility of the assumptions so you do not get stuck in avoidable back-and-forth.
Sponsors, founders, and operators who have a real plan, real numbers, and a defined raise objective. If you are still guessing the business model, start with the USD 5,000 tier and we will help you tighten the narrative before building deeper materials.
A short brief on the business, target raise, use of proceeds, any existing deck or notes, and any customer or revenue history you already have.
Choose your tier and pay using our bank details page. After payment, we send onboarding, confirm deliverables, and schedule kickoff.
Go To Payment PageDisclaimer: This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely provides advisory and preparation services. Financing outcomes vary by issuer, investor, sector, jurisdiction, and timing, and are not guaranteed.
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.
Click
here to download our brochure.
