Lender Introduction Process: Get Your Deal to Term Sheet

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Our Lender Introduction Process: From Credit Package to Term Sheet

Financely's lender introduction process takes your financing request from assessment to term sheet. We package the deal into a lender-ready credit file, match it against our network of more than 12,700 verified lenders, pitch it across the qualified lenders and manage diligence until you choose a lender and close directly with it.

Introductions only work when the lender receives a deal it can underwrite. That is why every introduction follows an assessment and a full credit package, never a forwarded email or a pitch deck.

Team collaborating on a project in an office

Before any lender sees your deal

  1. Deal assessment. You request a quote and pay a USD 500 assessment, credited against the retainer if you proceed. We review financeability and send a proposal with the deal diagnosis, the proposed structure and a one-off retainer.
  2. Engagement. You sign the engagement letter and pay the retainer. Work starts on receipt.
  3. Credit package. You complete our client questionnaire, then we build the credit memo, model review, sources and uses, collateral summary, KYC file and data room, the same deliverables as our Lender-Ready Package.

How the outreach works

  1. Verified lender network. Banks, trade finance funds, private credit managers, family offices and specialist lenders, verified and tagged by product, sector, geography and ticket size.
  2. Mandate filter. We screen the network against your instrument, amount, tenor, jurisdiction, collateral and sector to define every lender with appetite for the deal.
  3. Targeted outreach. We pitch the deal to as much of that qualified lender universe as possible, using a teaser and a dedicated deal landing page. Interested lenders then receive the full credit package and data room access.
  4. Lender engagement. We manage questions, data room access and site or management calls, keeping every lender on the same information and timetable.
  5. Term sheets. Indicative terms are benchmarked on pricing, advance rate, covenants, security and conditions precedent.
  6. Introduction and close. You choose the lender and close directly with it. We support documentation through to first drawdown.

What you receive

  • A lender map showing who was approached, their appetite and their feedback
  • Managed Q&A and data room access for every interested lender
  • A side-by-side comparison of indicative term sheets
  • Support through documentation, conditions precedent and first drawdown

The scope by sector is set out in our trade and commodity finance deliverables and project finance deliverables. For trade deals specifically, see bank and lender introductions for trade finance, and for property, commercial real estate lender introductions.

Who it is for

Companies and sponsors raising debt for trade, commodity, project, real estate or acquisition finance, from mid-market facilities to large structured transactions, who want a curated lender process rather than a mass mailing. Placement into private credit runs through our private credit placement service.

Ready to put your deal in front of the right lenders?

Request a quote with your financing need, amount and timeline. Financely is an advisory and arranging firm, not a lender, and we will send a proposal with the diagnosis, structure and engagement terms.

Frequently asked questions

How does Financely introduce clients to lenders?

After a signed engagement, we package your financing request into a credit file, filter our verified lender network for appetite, pitch the deal to the qualified lenders with a teaser and deal landing page, and manage diligence until you receive term sheets and choose a lender.

How many lenders do you approach?

As many as fit the mandate. Our network covers more than 12,700 verified lenders, and we aim to reach as much of the qualified lender universe for your instrument, size, sector and jurisdiction as possible.

Is Financely the lender?

No. Financely is an advisory and arranging firm. You negotiate and close directly with the lender, which makes its own credit decision.

What does the process cost?

It starts with a USD 500 deal assessment, credited against the retainer if you proceed. The engagement fee is a one-off retainer set out in your proposal, and on debt raises a success fee may apply on closing.

Can you introduce me to lenders before I engage you?

No. Lenders only receive packaged, assessed deals. That protects both your information and our relationships, and it is why lenders take our introductions seriously.

This page is for general information only and does not constitute legal, tax or investment advice. Financely is an advisory and arranging firm, not a lender or broker-dealer. Lenders make their own credit decisions, and any financing is subject to underwriting, due diligence, credit approval, documentation and conditions precedent. No outcome or timeline is guaranteed.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.


All submissions are promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.

Trade Finance

Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.

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Project Finance

Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.

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Acquisitions

Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.

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For Banks

Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.

Submit a Request

Once we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.

Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.

Still Have Questions? Schedule a Consultation

If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.