Use our platform to connect with investors who align with your financial profile. Whether you're eyeing accredited individual investors or established institutions, our curated database has you covered.
Secure capital through tailored introductions to funders specializing in Letters of Credit and RCF. Expand your trade operations with the right partners.
Project Finance
Centralize your funding needs. We introduce you to experts eager to finance unique and diverse projects, streamlining your capital raise journey.
Get connected with lenders specializing in private credit. Our support ensures that you find the right match for your requirements.
Raise capital efficiently for your property ventures. We align you with funders adept in real estate debt, boosting your project's potential.
Your infrastructure projects need specialized funding. We introduce you to financiers who understand and value infrastructure endeavors.
Navigate the hybrid world of debt and equity. We connect you to funders skilled in mezzanine financing, ensuring optimal financial structures.
Diversify your capital sources. We introduce you to a network eager to participate in private placement opportunities i.e. oil exploration.
Turn challenges into opportunities. Let us connect you with specialized funders in distressed debt for optimal financial outcomes.
Note: Should your documents require formatting or you're missing any essential paperwork, our team is available for assistance at an additional fee.
Targeted Introductions:
For companies looking to raise capital, introductions can make all the difference. The Business tier ensures that your venture is aligned with funders whose interests match yours, maximizing the likelihood of successful collaborations.
Insightful Market Analytics:
Stay informed with data-driven insights about the current investment landscape. Understand investor behaviors, preferences, and trends relevant to your industry, equipping you to make strategic decisions.
Interactive Deal Rooms:
Present your capital raise opportunity in virtual deal rooms, allowing potential investors to delve into the details, ask questions, and express interest—optimizing the deal-making process.
Priority in Monthly Investor Showcases:
Gain prominence by being featured in our monthly investor showcases. With this, your capital raise proposition will be spotlighted to a select audience of active investors, amplifying visibility.
Comprehensive Network Access:
Leverage all the advantages of the Business tier, coupled with expanded opportunities unique to our Premium subscribers.
Expert Financial Advisory:
Gain insights from our roster of seasoned financial services professionals. Whether you need guidance from a FINRA-registered advisor, a CFA Level III holder, or other top-tier certified professionals, we're here to offer advisory services to ensure the best outcome for your capital raise.
Document Structuring Assistance:
Collaborate with our experts for tailored advice on structuring your offering documents, enhancing their appeal to potential investors.
Tailored PR & Marketing Support:
Amplify your presence with PR & Marketing strategies designed specifically for your financial project.
Custom Distribution Lists:
Target the right audience with distribution lists tailored for up to 5 distinct asset class transactions.
Round-the-Clock Client Portal Support:
Experience unparalleled support with access to our client portal 7 days a week, ensuring continuous assistance for any queries or needs.
Upon confirming your subscription, you'll immediately gain access to our exclusive client portal—a seamless starting point tailored for our valued clients.
Transition into our submission phase with ease. Use our portal to upload your deal-specific documents, assured in the knowledge that every data point is securely housed.
Once your documents pass our vetting process, the magic begins. We curate introductions, connecting you with funders specifically aligned to your project's needs.
PE Principals
Heads of Trade Finance
Commercial Banks
Accredited LPs
Money-Back Guarantee: If the Subscriber, having duly submitted all requisite documentation for funding purposes, fails to secure an introduction to a funder within ninety (90) calendar days from the subscription's inception, Financely shall refund the full subscription fee. Except as expressly provided herein, no refunds shall be granted under any other circumstances. Claims for refunds must be directed to Financely's customer service with relevant details. Notwithstanding the foregoing, Financely bears no liability for any lack of due diligence or misrepresentations made by any party in the funding process.
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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