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.
Leveraged Finance
Closing speed is rarely a lender problem. It is usually a file readiness problem. If the data room is clean and the structure is aligned to cash flow, a leveraged finance closing can move quickly.
If you want a structured workflow to term sheets and closing, start with How It Works.
| Stage | What happens | What slows it down |
|---|---|---|
| Package and outreach | Underwriting memo, model, and lender summary go out to matched lenders. | Missing debt schedule, unclear EBITDA bridge, inconsistent KPIs. |
| Indicative term sheet | Lender issues initial terms, covenants, and conditions. | Overreach on leverage, unclear collateral, messy legal structure. |
| Diligence | Financial, commercial, legal, and collateral diligence. | Weak data room hygiene, late QofE, missing contracts. |
| Credit approval | Committee approval based on diligence outputs and final terms. | Material surprises, customer churn, margin drop, governance issues. |
| Documentation | Credit agreement, security docs, guarantees, intercreditor if needed. | Negotiation on baskets, carve outs, and control rights. |
| Funding | Conditions satisfied, collateral perfected, funds disbursed. | Outstanding liens, payoff letters, missing consents. |
Fast closings require discipline: treat lender Q and A like a production line. Every answer should be sourced, consistent, and logged.
We coordinate the underwriting package, lender outreach, term sheet process, and diligence workflow through closing. If you want to start, use Request A Quote or reach us via Contact Us.
Share your target close date, transaction structure, and a list of known diligence workstreams. We revert with a practical timeline and the critical path items that decide closing speed.
Data room quality and consistency. If the file is clean, lender decisions and legal drafting move faster.
Drafts can support indications. Funding requires diligence comfort and documented terms, plus satisfied conditions.
It is the checklist of documents, deliverables, and approvals required before funding can occur.
When there are multiple debt tranches with different lien priorities or subordination, and control rights must be spelled out.
They confirm exact payoff amounts and lien release mechanics, which are required to perfect new security cleanly.
Centralize the Q and A, answer with sourced documents, and keep a single version of truth across all stakeholders.
This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank and does not custody client funds. All outcomes are subject to diligence, compliance screening including KYC, AML, and sanctions, counterparty approvals, 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.
Click
here to download our brochure.
