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.
Business lending is simple to describe and painful to operate. The market is noisy, borrower intent is uneven, and most “leads” are just curiosity clicks with no documents and no urgency. Your team ends up doing intake, education, and follow-ups that never convert.
SBA 7(a) and 504 originators who want applicants that match program fit, time-in-business reality, and documentation readiness.
Working capital, term loan, revenue-based, and specialty lenders who need consistent inbound applications that respect minimums and exclusions.
Lenders and lessors targeting defined ticket sizes, asset classes, and borrower profiles, with clean vendor and invoice capture.
Factors and ABL shops that need deal-ready submissions with AR aging, customer concentration basics, and facility purpose stated upfront.
Funds and direct lenders targeting larger tickets who want sponsors that can actually support diligence and move to term sheets.
If you can define your appetite and decisioning path, this fits. If the credit box changes every week, filtration cannot stay tight.
We create the landing flow, intake logic, and submission steps that force clarity upfront. Borrowers must answer structured questions and provide core information before they reach your team.
We launch and manage ad campaigns designed to attract business owners with live financing needs. The focus is intent and fit, not traffic volume.
The funnel is configured around your criteria: loan size bands, industries, geographies, time in business, revenue, use of proceeds, collateral profile, and timeline. Submissions outside scope are filtered out or routed into a separate track.
Qualified submissions are routed to your preferred channel. Your originators receive fewer requests, but better ones, with less back-and-forth.
Qualified means complete and inside your stated scope. We do not send “maybe” requests that require three calls to extract basic facts. The borrower declares the economics and intent upfront, and we gate on the fields that drive your first-pass credit view.
Typical qualification gates include:
We do not replace underwriting. You still decide credit. We make sure your team is not doing unpaid intake and education for deals that were never eligible.
You tell us what you fund and what you reject. We use that to build the funnel logic, qualification gates, and routing rules.
We review your submission, confirm fit, then come back with scope and pricing. No generic package. No guesswork.
Submit your lender profile and target criteria using the onboarding form below. We will review your submission and get back with pricing and next steps.
SBA, term loans, working capital, equipment finance, factoring, and private credit requests. The funnel is built around your product set and eligibility rules.
Yes. These are standard qualification gates. If a borrower cannot meet your minimums, they do not reach your team.
We gate on structured answers, required fields, and file readiness signals. The funnel is designed to discourage casual browsing and reward borrowers who are ready to act.
We can, depending on your process. For many products, basic uploads dramatically reduce time waste and improve conversion.
Routing rules are agreed with you. If you require exclusivity, it must be defined in the onboarding and scope.
We can route submissions into your preferred workflow, including structured email routing or CRM-compatible exports. The goal is low friction for your team.
No. We provide funnel build, advertising management, intake filtering, and routing. You remain the lender and decision maker.
No. Market conditions and your responsiveness matter. What we control is funnel structure, qualification discipline, and routing speed.
Reality check: if your criteria are unclear, your team is slow to follow up, or you cannot decline quickly when a deal is not a fit, conversion suffers. This service performs best when your credit box and decisioning flow are defined and enforced.
Disclaimer: This page is for general information only and does not constitute advice, an offer, or a solicitation. Financely is not a bank or lender. All credit decisions, underwriting, and approvals remain with the lender. Campaign performance depends on your target criteria, response times, and market conditions.
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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supportdesk@financely-group.com for general enquiries.
