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.
Trade finance desks rarely suffer from a lack of introductions. They suffer from an excess of unusable submissions.
Every week, lenders receive transaction summaries, commodity proposals, and intermediary introductions that appear promising at first glance. Yet only a small percentage progress to a stage where underwriting analysis is justified. The rest consume time, internal resources, and attention that should be directed toward executable transactions.
The submitting intermediary cannot clearly identify the buyer, seller, or contractual relationships between them.
The shipment sequence, title transfer, and payment triggers are not operationally described.
No purchase order, supply agreement, or confirmed off-take arrangement is available for review.
The discussion begins with a financial instrument instead of the underlying commercial transaction.
A legitimate submission should be able to explain the transaction operationally:
If the intermediary cannot describe these points clearly, underwriting should not begin.
Financely designs submission intake and routing systems that require transaction clarity and documentation before a proposal reaches a financing desk.
Trade finance depends on commercial performance. Therefore, counterparties must be identifiable and capable of fulfilling contractual obligations.
If an intermediary cannot provide direct contact information for the operating buyer or supplier, the transaction is unlikely to progress.
Trade finance is document-driven. At a minimum, a serious proposal should include:
Without documentation, the proposal remains a discussion rather than a financeable transaction.
A frequent indicator of non-executable submissions is an early focus on financial instruments such as letters of credit or guarantees without explanation of the commercial trade.
In legitimate transactions, the instrument supports the trade. It does not create the trade.
Commercial relationship exists first, financing supports performance.
Financing is requested before counterparties and contracts are defined.
Underwriters review fewer but materially stronger opportunities.
Transactions reaching credit review are operationally structured.
Commercial participants understand the financing process before contact.
Deal flow becomes manageable and consistent.
Financely operates borrower and transaction intake channels designed to filter submissions before they consume underwriting capacity.
Financely provides operational intake and routing services only and does not act as a lender or credit decision maker. All underwriting and approval decisions remain solely with the financing institution.
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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here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
