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 submit your deal for review. We revert within one working day with next steps and either a quote for our services.
Finance your next trade, project or acquisition.
Debt structuring, targeted lender outreach and negotiation support through closing.
Paid advisory. Upfront retainer applies.
Securing structured debt requires more than a standard business plan. Institutional lenders expect a highly quantified pitch deck to gauge initial interest, followed by a credit memo that answers their underwriting committee's questions before they even ask them.
We build the exact collateral private credit funds and syndicates expect. We prepare the materials, structure the transaction narrative, and execute targeted outreach to our active lender network for a total flat fee of USD 6,500.
If the final pitch deck and credit memo do not meet your exact institutional standards, or if we determine we cannot place your transaction into our active lender network, we will refund your fee in full before outreach begins.
We construct a collateral package specifically designed to move your transaction from initial review to term sheet issuance.
A visual, executive-level presentation used to generate immediate interest. It outlines the transaction summary, proposed capital stack, use of funds, collateral overview, and sponsor track record. Designed specifically for fast review by private credit analysts.
A rigorous underwriting document detailing cash flow mechanics, debt service coverage ratio (DSCR) modeling, market conditions, and exit strategies. This memo directly addresses risk mitigants, accelerating the lender's internal credit committee approval.
| Feature | In-House Preparation | Financely Group Package |
|---|---|---|
| Collateral format | Standard corporate business plans | Institutional-grade pitch deck and underwriter-focused credit memo |
| Financial modeling | Basic revenue projections | DSCR, LTV, collateral coverage, and exit scenarios |
| Lender access | Cold outreach to commercial banks | Direct placement with our vetted private credit and family office network |
| Time to market | Often weeks of internal drafting | Fast execution, moving to lender distribution within days of data receipt |
| Cost | Internal resource drain | USD 6,500 flat fee (Preparation + Outreach) |
Once the pitch deck and credit memo are approved by your team, we do not simply hand over the files. The outreach portion of the fee covers our role as your transaction arranger. We distribute the structured debt request to specific alternative funds, syndicates, and institutional lenders whose current capital mandates align precisely with your asset class, jurisdiction, and funding volume. We manage the initial Q&A, provide lender follow-ups, and coordinate all introduction calls for term sheet negotiations.
Submit your transaction details below to initiate the collateral preparation process. Upon submission, you will be redirected to our secure payment details page.
The fee is split into two parts: USD 3,500 covers the complete creation of an institutional pitch deck and a detailed credit memo. USD 3,000 covers the active targeted outreach campaign, where we distribute the materials to relevant private credit funds and institutional lenders in our network and manage the introductory pipeline.
If we deliver the final pitch deck and credit memo and they do not meet your standards, or if we evaluate the finalized materials and determine the transaction cannot be successfully placed within our network, we will issue a 100% full refund before the outreach campaign begins.
We require your historical financials (if applicable), pro forma projections, a breakdown of the requested use of funds, collateral details, and the sponsor's background. We provide a secure checklist upon engagement.
Once we receive your complete data room, drafting the deck and memo typically takes 5 to 7 business days. Lender outreach begins immediately upon your final approval of the documents.
No. Financely is an advisory and arranging firm, not a direct lender. While we produce institutional-quality materials and place them with high-probability lenders, final funding is subject to the lender's strict underwriting, due diligence, and credit committee approval.
This service overview is for general information only and does not constitute legal, tax, or investment advice. Financely Group is an advisory and arranging firm, not a bank, lender, or broker-dealer. Any financing is subject to the financing counterparty's underwriting, due diligence, credit approval, and documentation.