You have a fully prepared deal. Now, you need the right investors. Our Investor Introduction Service connects you with serious capital partners who are actively funding deals in:
No six-figure retainers.
No waiting months for movement.
No reliance on one-size-fits-all email blasts.
Direct investor engagement, positioning, and hands-on deal management.
Raising capital should be about getting in front of the right investors—not paying for access to an exclusive club.
We handle the entire investor outreach process so you can focus on closing your deal. Our service includes:
This service is only for companies that have all their offering documents ready—including a pitch deck, financials, term sheet, and business plan. If your deal still requires structuring or advisory, this is not the right service for you.
You have a solid deal. We bring the right capital partners to the table. Stop wasting time with cold outreach—get direct access to active investors.
$18,000
Limited-time offer at a fraction of the cost.
$9,949
Success Fee: We only get paid when you secure funding. Our success fee is:
90-Day Refund Guarantee: If we fail to introduce qualified investors within 90 days, you're eligible for a refund—provided you meet reasonable conditions (responsive communication and complete deal materials).
What Happens After Payment? Once your payment is received, you'll gain access to our secure portal to submit your deal details. From there, we match you with serious lenders and investors actively funding deals like yours.
Raising capital doesn’t have to mean paying a bank six figures just to “explore options” while they take months to make introductions—if they even bother. The game has changed. The right investors aren’t hidden behind expensive middlemen anymore.
We help businesses like yours connect directly with serious capital, using the right positioning, industry expertise, and a hands-on approach that goes way beyond cold emails. No fluff, no empty promises—just targeted outreach, investor engagement, and real results.
Traditional investment banks thrive on exclusivity—big retainers, long timelines, and a gatekeeper mentality. But access to capital has changed. Today, the right positioning and investor data can connect anyone to the right funding sources.
We don’t charge six-figure fees just to send a deck around. We position your deal correctly, identify the right investor profiles, and actively get it in front of them. No guesswork. No wasted time.
We’re not just shooting cold emails into the void and hoping something sticks.
This is active deal management, not a passive email service.
Once your deal is properly set up (usually within a week), investor introductions can begin in as little as 5 days. Funding timelines depend on deal complexity and investor response, but we start engagement fast. No waiting around.
No. Those services charge upfront fees, dump your deal into an investor database, and disappear. We actually work the deal.
★★★★★
We raised $3.8M for our real estate project in record time.
Investment banks wanted a six-figure retainer just to talk to investors. Financely had us fully set up within a week, and we started getting investor interest in just days. Richard was hands-on, running the investor calls and handling all follow-ups. By week six, we had multiple term sheets on the table. Highly recommended if you want real engagement, not just promises.
★★★★★
No fluff. Just serious investors who actually fund deals.
We needed $5M in trade finance, and every other so-called “capital advisory” service wasted months on introductions that led nowhere. Financely changed everything. Emma personally managed investor outreach and positioned our deal perfectly. We closed $4.7M in funding in under 90 days. More importantly, the investors we met were serious—not time-wasters.
★★★★★
Better terms, better investors, and a real capital-raising process.
We were looking for $8M to scale our tech startup, and I was skeptical about any service charging upfront fees. But after working with Financely, I get why they do it. Mark acted as our investor relations lead , not just someone throwing our pitch deck at random VCs. He helped us negotiate better terms than we originally expected, and we ended up raising $9.2M.
★★★★★
M&A deal closed in 60 days. Way faster than we expected.
We needed to raise $12M for an acquisition, and traditional investment banks were slow, expensive, and reluctant to take on a mid-market deal. Financely got it done—fast. James handled investor relations, set up the CRM, and personally made all key introductions. We had signed agreements in 60 days. If you’re serious about closing deals, this is the team to work with.
This service does not constitute legal, financial, or investment advice. Funding is not guaranteed, and investor introductions are made on a best-effort basis.
The success fee applies only when funding is secured, but investor decisions and due diligence outcomes are beyond our control. Clients must ensure their deal materials are complete, accurate, and compliant with applicable laws.
Refund eligibility depends on reasonable conditions, including responsiveness and the submission of required documentation. We are not liable for any investment decisions, financial losses, or disputes arising from investor interactions. Consulting a qualified professional before making financial commitments is strongly recommended.
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.
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