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.
Legal notice: Financely reserves all rights and remedies against any person, company, broker, competitor, former client, counterparty, anonymous publisher, social media account, review account, website operator or online platform user who publishes, repeats, distributes, amplifies or assists in the publication of false, misleading, malicious or commercially damaging statements concerning Financely, its affiliated entities, officers, consultants, representatives, clients, counterparties, fees, mandates, transactions, banking relationships, law firm relationships or business conduct.
Actionable conduct may include false statements of fact, fabricated allegations, selective publication of screenshots without material context, false claims of fraud or regulatory misconduct, impersonation, harassment, coordinated review abuse, disclosure of confidential correspondence, misuse of private transaction documents, publication of client or counterparty information, interference with active mandates, interference with banking or professional relationships, false reports to platforms or counterparties, and any communication intended to cause commercial loss through misrepresentation.
Where Financely identifies defamatory, malicious, confidential, harassing or commercially interfering content, Financely may preserve evidence immediately, including URLs, screenshots, timestamps, metadata, platform identifiers, email headers, social media handles, message logs, hosting records, domain records, payment demands, related accounts and third-party republications. Financely may instruct counsel to issue legal notices, demand correction, demand deletion, notify platforms, request account preservation, pursue disclosure of anonymous publishers, seek injunctive relief, claim damages, recover legal costs where available, and take any other action available under applicable law.
Emails, engagement letters, invoices, transaction documents, draft term sheets, legal correspondence, banking correspondence, client files, KYC materials, KYB materials, KYT materials, mandate materials, data room content and commercial discussions involving Financely are private business records unless expressly released for publication in writing by an authorized representative of Financely. Publication, selective quotation, manipulation, resale, forwarding or misuse of those materials may give rise to claims for breach of confidence, breach of contract, misuse of confidential information, unlawful interference, copyright infringement, data protection violations or other civil remedies.
Commercial disagreement, refusal to pay quoted fees, delayed payment, failed funding, declined mandates, incomplete documentation, failed KYC or KYT review, lender rejection, bank rejection, sanctions concerns, budget disputes, consultant availability, changes in transaction scope, missed closing dates, unmet conditions precedent or dissatisfaction with a commercial outcome must not be misrepresented as fraud, theft, misconduct, regulatory wrongdoing or bad faith. Financely will treat knowingly false allegations of this kind as serious reputational and commercial harm.
Good-faith communication: Financely does not object to truthful, lawful and evidence-based commentary. Any person intending to publish allegations about Financely should verify the facts, preserve full context, avoid confidential material, distinguish opinion from factual claims, and contact Financely in writing before publication so any factual errors can be reviewed. No statement on this website limits Financely’s rights, remedies, privileges, defences or ability to act through counsel. All rights are expressly reserved.
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.
Click
here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
Click here to view the complete regulatory disclaimer.
