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.
Most lenders do not have a “deal flow” problem. They have a filtration and routing problem. Too many inbound requests are low intent, incomplete, or outside the credit box. Your originators end up doing unpaid triage instead of closing.
We create the lender-facing landing flow, application steps, and validation logic that forces clarity upfront. Borrowers answer structured questions, upload core documents, and declare the deal economics before they ever hit your inbox.
We launch and manage ad campaigns designed to attract borrowers with live purchase, refinance, bridge, and construction needs. We focus on intent, not vanity clicks.
The funnel is configured around your lending profile: asset types, geography, loan size, leverage, DSCR, occupancy, sponsor strength, and timeline. If it does not fit, it is filtered out or routed into a “not a fit” track.
Qualified submissions are routed to your chosen channel with the key fields already structured. Your team receives fewer deals, but better ones, with less back-and-forth.
We filter for completeness and fit. That means you get submissions where the borrower has stated the basics that drive an initial credit view: property type, location, request amount, purchase price or value, current NOI or pro forma, sponsor experience, timeline, and exit plan.
We do not replace underwriting. You still make the credit decision. We make sure your team is not wasting time extracting first-pass facts.
Banks, non-bank lenders, debt funds, bridge lenders, and private lenders who want a consistent inbound channel that matches their credit appetite.
If you have a defined credit box and you want deal flow that respects it, this fits. If your “box” changes weekly, results will drift.
You tell us what you lend on and what you reject. We use that to build the funnel logic and qualification gates.
We review your submission, confirm fit, then come back with scope and pricing. No guessing, no generic package pushed on you.
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.
We can target purchase, refinance, bridge, construction, and stabilized Commercial Real Estate requests. The funnel is built around your exact credit appetite.
We route submissions according to the routing rules agreed with you. If you require exclusivity, it must be defined in the onboarding and scope.
By forcing structured answers, document uploads, and deal economics upfront, then applying your credit box rules before routing. No borrower story time, just the fields that matter.
Yes. Constraints are part of the funnel logic and ad targeting. You decide what is in-scope.
We can route to your preferred workflow, including structured email routing or CRM-compatible exports. The goal is low friction for your team.
No. We provide marketing, funnel build, intake filtering, and routing. You remain the lender and decision maker.
Your credit box, target markets, submission requirements, and routing preferences. If you cannot define these, the funnel cannot filter properly.
No. Ad markets move, and borrower quality varies. What we control is structure, filtering discipline, and routing speed.
Reality check: if your credit appetite is vague, your intake form is loose, or your team is slow to respond, conversion suffers. This service works best when you have clear criteria and a decisioning process that matches your market.
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.
