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.
A Private Placement Memorandum is the core disclosure document used to offer securities in a private placement. It is built to address investor diligence, risk disclosure, and offering mechanics in a format counsel and sophisticated investors recognize. If you want family offices, private credit, or professional investors to take your raise seriously, the PPM has to be consistent with your cap table, terms, and subscription process.
| Section | What It Covers | What We Need From You |
|---|---|---|
| Offering Overview | Security type, size, pricing, minimums, closing process | Term sheet, pricing, minimum check, timeline, target investor type |
| Issuer And Business | Business model, revenue drivers, customers, key dependencies | Company summary, products, customer profile, KPIs, pipeline highlights |
| Use Of Proceeds | Specific allocation and intended spend categories | Budget, hiring plan, capex plan, debt paydown plan if relevant |
| Capitalization | Equity and debt snapshot consistent with the raise terms | Cap table, existing notes, SAFEs, warrants, prior rounds data |
| Risk Factors | Deal-specific risks, operating risks, offering risks, jurisdiction risks | Known risks, customer concentration, regulatory constraints, dependencies |
| Management And Conflicts | Team roles, related parties, governance notes | Founder and team bios, related-party arrangements, board structure |
| Subscription Procedures | How investors subscribe, representations, acceptance mechanics | Subscription flow preference, investor onboarding steps, KYC pathway |
| Legends And Restrictions | Transfer restrictions, notices, standard private offering legends | Jurisdiction target list, distribution constraints, any special restrictions |
We collect your term sheet, cap table, and business facts and align the disclosure scope to the intended investor base.
Partner counsel drafts the memorandum using a proven structure tailored to your offering terms and risk profile.
You review business facts, use of proceeds, and the deal-specific risk factors for accuracy and completeness.
A final version is produced for controlled distribution to qualified prospects in line with counsel guidance.
Financely is not a law firm and does not provide legal advice. The memorandum is drafted by partner law firms acting under their own engagement, licensing, and professional responsibility. Any offering is subject to jurisdiction-specific securities laws, investor eligibility rules, and counsel review. Financely does not guarantee fundraising outcomes and does not solicit retail investors. Commercial and professional participants only. KYC, AML, and sanctions screening requirements apply where relevant.
Price: USD 6,500 paid upfront. After payment clears, we send the intake checklist and route your file to partner counsel for drafting, subject to eligibility screening.
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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supportdesk@financely-group.com for general enquiries.
