Done-for-you dealflow funnel for private credit funds: targeting, landing pages, outreach, intake, CRM routing, and reporting. Pay to start.
Private credit funds do not struggle because opportunities do not exist. They struggle because the inflow is inconsistent, unqualified, or routed badly. This service builds a controlled funnel that attracts the right borrowers and intermediaries, qualifies them fast, and routes only fundable files to your team.
Borrowers self-select when the rules are explicit. We convert your mandate into clear criteria that stops weak files at the door.
A page that reads like a fund, not a generic lender ad. Intake that gathers the data you need for first-pass decisions.
Targeted outreach to founders, CFOs, and deal intermediaries where your product is a fit. No random volume.
You see where deals came from, what converts, and what must be tightened. The funnel becomes an asset.
The funnel is built around your credit box. Typical use cases include cashflow loans, asset-backed facilities, receivables finance, working capital, acquisition financing, bridge loans, specialty finance lines, and structured senior secured lending.
| Layer | Purpose | What It Prevents |
|---|---|---|
| Positioning | States exactly who you fund and who you do not. | Unqualified inbound that wastes IC time. |
| Intake | Collects decision-grade basics and prompts uploads. | Back-and-forth email chaos and missing facts. |
| Qualification | Routes deals by fit, size, and urgency. | Good deals dying in the wrong queue. |
| Outreach | Creates consistent top-of-funnel flow. | Dealflow droughts and reliance on referrals. |
| Reporting | Shows what works so you can double down. | Spending money without knowing impact. |
| Phase | What Happens | Output |
|---|---|---|
| Week 1 | Credit box mapping, exclusions, messaging angles, intake requirements. | Mandate filters, intake blueprint, routing logic. |
| Week 2 | Landing page + intake build, tracking, outreach scripts and segments. | Funnel live, outreach kit ready. |
| Week 3+ | Campaign launch, segmentation refinement, quality tightening, reporting cadence. | Consistent screened inflow and measurable performance. |
Choose a pack and pay to start. Payment link: https://www.financely-group.com/bank-details
Built for one clear credit box and one primary channel strategy. Fast launch with clean routing.
Best for funds that want a clean, fundable pipeline for one mandate type with disciplined filtering.
Built for broader coverage, multiple segments, and a higher operating cadence.
Best for funds that want consistent inflow across multiple deal types without lowering underwriting standards.
No. You are buying a funnel and sourcing process that increases qualified inflow. Credit outcomes depend on underwriting, pricing, and borrower performance.
No. The goal is consistent fit. We filter aggressively against your credit box and route only files that meet first-pass criteria.
Yes. That is handled in Pack 2 through multi-segment targeting and reporting by segment.
No. This is marketing and lead generation. We do not negotiate securities transactions, arrange regulated placements, or handle funds.
Choose your pack, pay, then complete the kickoff intake. We begin build-out after intake is complete and your credit box rules are confirmed.
Go to Payment PageDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice. Results are not guaranteed. This is a best-efforts marketing and lead generation service. Financely is not a bank, lender, or broker-dealer. We do not negotiate securities transactions, handle client funds, or accept transaction-based compensation. 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 and outreach rules.
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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