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.
We generate lender-ready deal flow for banks, private credit funds, NBFCs, and surety companies using PPC plus a qualification funnel. The point is simple: fewer submissions, higher quality, and consistent intake that your underwriting team can actually work.
Most lender marketing fails for one reason. It sends everyone to a generic contact form, then your team burns time on borrowers with the wrong ticket size, weak collateral, no documents, or no timeline. We fix the front end of origination by combining search-driven PPC with a filtering process built around your credit box.
We run search campaigns mapped to specific lending products and use-of-proceeds demand, not broad “finance” traffic. The goal is to attract borrowers who are already trying to place a facility, refinance, secure bonding, or fund a real transaction.
Deal size, geography, collateral type, borrower profile, and timeline are screened before your team sees anything. Unqualified requests are filtered out with reason codes so the process stays clean and measurable.
Qualified prospects are pushed into an intake that requests the items credit teams actually need. That reduces back-and-forth and keeps submissions consistent across sectors and ticket sizes.
You see cost per lead, qualification rate, and the exact reasons deals are rejected. We tighten targeting and screening based on what converts into real credit review.
| Segment | Typical Use Cases |
|---|---|
| Banks | Commercial lending origination, asset-based lending, working capital facilities, borrower acquisition for defined products and geographies. |
| Private Credit Funds | Direct lending, acquisition finance, structured credit, sponsor-backed borrowers, faster inbound screening for mandate-fit deals. |
| NBFCs | Specialty finance products, mid-market borrowers, underwriting-led intake without adding an internal SDR layer. |
| Surety Companies | Cleaner bond requests, fewer low-quality brokers, routing by bond type, size, and obligee requirements. |
Quality standard: This is designed for teams that prefer fewer submissions with better data. If your strategy is volume-first, this will feel restrictive by design.
How we start: You share your credit box and target products. We translate it into campaign targeting and funnel gates. Then we launch and iterate based on what converts into underwritable files.
Complete the lender onboarding form so we can align the funnel with your mandate, target products, and qualification rules.
Disclaimer: This page describes marketing and intake services. Financely does not provide loans, does not guarantee financing outcomes, and does not represent that any submission will result in a funded transaction. All lender decisions remain independent and subject to underwriting, KYC, AML, and sanctions screening.
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.
