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.
Get Started With Financely
For business owners and acquirers pursuing private debtsubmit your deal for review. We revert within one working day with next steps and either a quote for our services.
Investor Matching Platforms for Companies Raising Capital
Find The Right Lender Faster. Access 12,000+ Lenders.
AI Lender Match helps business owners, investors, and sponsors identify lenders that fit their deal profile without wasting weeks on cold outreach. Get a smarter starting point for acquisitions, commercial real estate, trade finance, and structured debt transactions.
How Lender Matching Cuts the Time It Takes to Raise Debt
Most companies raising capital lose months on outreach. They email lenders whose mandates never fit, repeat the same KYC for each one, and wait weeks to hear no. Lender matching platforms fix the targeting problem by screening a deal against lender criteria before anyone sends a file.
This guide explains how matching works, what to check before you use a platform, and how Financely's AI Lender Match
pairs your transaction with lenders that actually fund deals like yours.
Why direct outreach stalls
Lenders work inside narrow credit boxes.
A private credit fund may only lend against cash-flowing businesses in one region. A trade finance desk may only cover specific commodities and corridors. Sending a solar construction loan to an acquisition lender wastes time on both sides and weakens your standing with that lender for the next deal.
How lender matching works
A matching platform compares your deal with each lender's mandate before anything is sent.
Product fit
Term debt, asset-based lending, bridge or project debt, matched to lenders that offer that product.
Ticket size
Lenders outside your loan size range are removed so you do not pitch funds that are too large or too small.
Geography and sector
Jurisdiction and industry appetite are screened first. Most declines come from these two filters.
Ranked shortlist
Lenders are ranked by fit, so outreach goes to a focused group and not to a list of three hundred names.
Check what the platform is licensed to do.
In most jurisdictions, introducing companies to equity investors for a fee requires broker-dealer or equivalent authorisation. Debt arranging and equity placement are regulated differently.
What to check before you sign up
Question
What a good answer looks like
Lender verification
Each lender in the network has been vetted and is still active.
Fees
A fixed fee with a written scope, agreed before any work starts.
Data control
A summary goes out first. Full documents are released only after a lender shows interest.
Track record
Real mandates and sectors, not vague success claims.
Does Financely match companies with equity investors?
No. Financely arranges debt only. It works with private credit funds, banks, specialty lenders and family offices that lend.
Who is the service for?
Businesses raising debt for growth, acquisitions, projects, trade or real estate. Financely does not arrange personal loans.
Who sees my financials?
Lenders receive a summary first. Full documents are shared only once a lender confirms interest.
This article is general information only and is not legal, tax or investment advice. Financely is an advisory and arranging firm, not a lender or broker-dealer. All financing is subject to lender underwriting, due diligence, credit approval, documentation and conditions precedent. No outcome or timeline is guaranteed.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using oursecure intake form, and receive a quotewithin 1-3 business days. Existing clients can connect with theirrelationship managerthrough oursecure web portal.
All submissions arepromptly 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.
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.
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.
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.
Once 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.
Still Have Questions? Schedule a Consultation
If you still have questions after visiting ourFAQandProcedurepages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.
Important Resources
Popular Services
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 ourimpersonation warning.
About Financely
Financelyadvises 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.
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.
Trade Finance
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
LCs and Confirmations
SBLC and Guarantees
AR/AP and Supply Chain
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.
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.Clickhereto download our brochure. Emailsupportdesk@financely-group.comfor general enquiries.Click hereto view the complete regulatory disclaimer.