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.
People lump “finance” into one bucket, then get surprised when lenders, banks, and investors ask totally different questions. Project Finance is built around a specific asset and its contracted cash flows. Investment Banking is built around a company and a transaction, often tied to capital markets, M&A, or restructuring.
Financing that relies primarily on a project’s future cash flows, with ring-fenced documentation, contracts, and security. It is often structured through an SPV with lender controls and a tight risk allocation across EPC, offtake, O&M, and insurance. A useful primer on how project finance and guarantees are structured is published by the World Bank here.
Advisory and capital markets work that helps companies raise debt or equity, buy or sell businesses, or navigate complex corporate transactions. In public markets, it often includes underwriting, where investment banks act as underwriters for registered offerings as described by the SEC.
| Topic | Project Finance | Investment Banking |
|---|---|---|
| Primary focus | A single asset or project and its cash flow mechanics | A company and a transaction (M&A, capital raise, restructuring) |
| Credit lens | Bankability of contracts, construction risk, operating risk, offtake, and controls | Corporate earnings, valuation, market positioning, and deal strategy |
| Typical structure | SPV, security package on project assets and accounts, covenants tied to DSCR | Corporate level debt or equity, or transaction specific bridge and acquisition facilities |
| Documents that matter most | EPC, offtake, O&M, land rights, permits, insurance, intercreditor, account controls | CIM, management deck, data room, QofE, SPA, financing commitments, syndication materials |
| Capital sources | Commercial banks, DFIs, ECAs, infrastructure funds, private credit, project bonds | Investment banks, private equity, credit funds, strategic buyers, public markets |
Real deals do not respect job titles. You can have Project Finance with Investment Banking elements, and the reverse. Three common overlap zones:
The headline is simple: lenders care about whether the project survives stress and still pays debt on time. That becomes a checklist:
Investment banks are paid to run a process and drive outcomes. The work is heavy on positioning and execution:
Financely operates sponsor-side. We are not a bank and we do not underwrite public securities. We help clients build lender-ready files, structure the financing logic, and place deals with regulated counterparties. Depending on the situation, that can look closer to Project Finance, closer to Investment Banking, or a blend.
If you are also evaluating real estate or transaction funding, see Commercial Real Estate financing and start with a clean intake through our contact form. For general firm context, visit the Financely homepage.
Share your project or transaction summary, contracts (if applicable), and funding target. We will tell you whether this is Project Finance, Investment Banking style execution, or a hybrid, then outline realistic next steps.
Request a Feasibility ReviewDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice and it is not an offer or commitment by Financely or any third party to arrange or provide financing. Financely is not a bank, broker dealer, or investment adviser and does not accept client deposits. Any placement or issuance is provided solely by regulated counterparties under their own licenses, approvals, policies, and documentation. All transactions are subject to eligibility, full KYC and AML review, sanctions screening, credit approval, and execution of formal agreements.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly 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.
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.
Submit a RequestAccess 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.
Submit a RequestSecure 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.
Submit a RequestFinancely 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.
Submit a RequestOnce 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.
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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