Done-for-you lead generation for investment banking: lists, email, LinkedIn, landing pages, CRM, and reporting, built to win mandates.
If your team can close deals but your pipeline depends on referrals, conference luck, and “quick catch-ups,” you do not have a lead engine. You have a hope-based calendar. This service builds a repeatable system that targets the right decision-makers, filters out noise, and converts attention into mandate conversations.
Clear filters by sector, geography, size, ownership type, transaction trigger, and urgency. You do not want “interested in capital” leads. You want mandate-ready profiles.
Clean lists, verified contacts, and an outreach setup built to protect domain health. Fewer bounces, fewer junk folders, more real reads.
Short copy that speaks in transaction language. No marketing poetry. Clear next step. Clear value. Clear fit check.
A simple, credible page and intake flow that converts. Tracking so you can see what actually drives booked calls.
Independent investment banks, placement advisors, and corporate finance teams that already know how to close, but want a steadier intake of conversations for: sell-side M&A, buy-side searches, private placement debt, growth equity, project finance, structured credit, and acquisition funding.
| Phase | What Happens | Output |
|---|---|---|
| Week 1 | Define mandate filters, build list logic, finalize angles, prep compliance guardrails. | ICP, exclusions, segment map, first contact universe. |
| Week 2 | Write sequences, configure sending, create landing and intake flow, tracking setup. | Campaign kit ready to launch, intake live. |
| Week 3+ | Run campaigns, iterate by response quality, expand segments, tighten qualification. | Booked conversations and weekly reporting. |
Choose a pack and pay to start. After payment, you receive the kickoff intake and the operating checklist for access, domains, and message approvals. Payment link: https://www.financely-group.com/bank-details
Built for a single service line or mandate type. Fast launch, tight targeting, clean execution.
Best for teams that want a focused pipeline for one mandate category and prefer clean, controlled volume.
Built for firms running multiple mandates or verticals, with deeper segmentation and higher operating cadence.
Best for firms that want a steady cadence across multiple mandate types and need tighter segmentation control.
You are not paying for someone to forward names. You are paying for a system: targeting, messaging, qualification, and measurement.
This is a marketing and lead generation service. We do not negotiate securities transactions or act as an intermediary in regulated deals.
No. Lead generation is probabilistic. We control the process quality: targeting, list hygiene, messaging, qualification, and iteration. Outcomes vary by offer strength, market timing, and responsiveness.
If you blast, yes. We do not blast. We build for controlled sending, list validation, and good hygiene. You also get setup guidance so your operational choices do not sabotage deliverability.
Yes. That is what Pack 2 is designed for. Pack 1 stays focused to keep launch speed high and qualification tight.
Yes. Short, direct, and senior-friendly. The goal is replies and calls, not “brand voice” awards.
Your mandate filters, exclusions, proof points, and a fast approval loop for messaging. You will also need to follow the sending and access checklist.
Pick a pack, pay, then complete the kickoff intake. You will receive the checklist and the first approval round within the kickoff window.
Pay and StartDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice. Lead generation and marketing results vary and are not guaranteed. This service is provided on a best-efforts basis. Financely is not a bank, lender, or broker-dealer. Any regulated transactions are executed solely by appropriately licensed parties under their own approvals and definitive documentation. You are responsible for your own compliance requirements, including data protection, outreach rules, and internal policies.
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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