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.
Commercial Debt Platform
Financely is built for one job. Convert a financing request into a lender ready file, introduce it to matched lenders, and run decisioning to written outcomes. If you have been getting silence, you are in the right place.
Flat fee: USD 49,500 per mandate, paid in milestones. Minimum requested facility: USD 2,500,000. Commercial only. No personal loans. No consumer credit.
See How It Works and submit via Request A Quote.
Most borrowers are not failing because lenders are evil or because “banks do not lend anymore.” They fail because the request is not packaged to underwriting standards, the structure is unclear, and the outreach is unfocused. A forwarded email does not solve that. It often makes it worse by burning the first impression.
What lenders respond to: a clear ask, verifiable performance, credible repayment logic, lender grade documents, and controls that reduce risk. That is what the Financely platform produces before outreach begins.
We do not sell lender lists. We do not blast decks. We run a controlled introduction process that combines packaging, lender fit routing, tracked submissions, and structured follow up. The target outcome is written term sheets or a written decline with reasons you can act on.
Lenders move when the pack is clean. We standardize the file, remove obvious gaps, and route only to mandates that fit your deal.
When offers arrive, we normalize terms into a comparison matrix so you can make a real decision, not a guess.
Submissions are tracked and outcomes are recorded. If a lender declines, we document the constraint when available. That is how you tighten the structure and move to the next option without wasting weeks.
Deals die from drift. Q&A gets fragmented, documents go stale, and the narrative changes midstream. We keep it centralized so lenders stay engaged.
| Workflow layer | What happens | What you get |
|---|---|---|
| Fit and routing | We screen the ask and route only to lenders whose mandates match: size, sector, geography, collateral, risk appetite, and structure. | A lender fit matrix and a clear outreach plan. |
| Packaging standard | We produce a lender pack: credit memo, sources and uses, debt schedule, key metrics, collateral and controls summary, covenant targets. | A lender ready file that underwrites. |
| Two wave outreach | Wave 1 targets the tightest match. Wave 2 expands only after early feedback and pack tuning. | Better response rates and stronger term sheet quality. |
| Tracking and decisioning | Submissions are tracked through review, questions, term sheet, or decline. Q&A is routed and logged. | A decision log, written outcomes, and a term sheet matrix. |
Decisioning Guarantee: If you do not receive at least one written term sheet or a written decline within 21 business days of outreach launch, we extend outreach and follow ups until written outcomes are obtained, or we credit the next mandate start milestone (USD 19,500) for the same client. This is a process guarantee, not a funding guarantee.
| Service level | Standard |
|---|---|
| Acceptance decision | Within 48 hours after required documents are received |
| Packaging delivery | Within 10 business days after complete documents are provided |
| Outreach launch | Within 48 hours after package sign off |
| Status reporting | Weekly updates covering submissions, questions, and decisions |
This service is designed to be repeatable, measurable, and lender facing. We keep pricing flat, publish the minimum facility size, and run the same submission standard on every mandate. The minimum requested facility is USD 2,500,000. Cleaner fit starts at USD 3,000,000. Premium lender universes are more consistent above USD 5,000,000.
| Item | Terms |
|---|---|
| Flat fee | USD 49,500 per mandate |
| Payment milestones | USD 19,500 to start USD 15,000 on lender ready package delivery USD 15,000 when lender outreach begins |
| Minimum requested facility | USD 2,500,000 |
If you want term sheets, you need lender grade inputs. We do not require perfection on day one, but we do require a real file and a consistent story. Expect a structured checklist and a controlled data room.
LOI or purchase agreement, identified equity, and a lender pack that survives diligence. The structure must be consistent from the first submission to closing.
For AR and inventory facilities, controls are not optional. Lockbox, borrowing base logic, and reporting cadence must be clear.
Trade finance works when document chains and control points are clean. Start with trade finance fundamentals. If an instrument is relevant, see our SBLC guide.
Bridge, refinance, and structured scenarios where sponsor profile, cash flow, and lender protections are clearly presented.
No. This is commercial only. We work with businesses, deal sponsors, and institutional counterparties seeking business purpose financing.
No. We run a packaging and decisioning process. Lender routing is matched to your deal and tracked through outcomes.
Depending on the deal, introductions may include banks, credit funds, and specialty lenders. Bank appetite depends on risk, collateral, financial profile, and compliance.
No. We do not promise approvals or funding. The Decisioning Guarantee is a process guarantee tied to obtaining written outcomes, not a promise of funding.
Start with How It Works and prepare to submit via Request A Quote. If you are a broker or need a platform discussion, use Contact Us.
If you want term sheets, do not send another random email to a lender inbox. Submit your file to Financely Term Sheet Desk. We will package it, route it to matched lenders, and run decisioning to written outcomes.
Start with How It Works and submit via Request A Quote.
This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank, not a broker-dealer, and not a direct lender. Financely acts as arranger and advisor and coordinates execution through regulated partners where required. Any engagement and any introduction process is subject to diligence, KYC, AML, sanctions screening, lender criteria, and definitive documentation.
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.
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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