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.
Reporting in late February described an internal Bank of America plan to commit $25 billion to private credit opportunities. The broader context is simple: banks want back into a high-fee lending lane, and borrowers want certainty of execution when the syndicated market is slow or volatile.
The capital is being earmarked as a balance sheet pool for private credit style lending. It puts a top tier bank brand into pricing, terms, and deal selection that were often negotiated almost entirely in sponsor to private credit manager channels.
Private credit managers are no longer competing only with each other. They are also competing with banks that can underwrite relationships across capital markets, payments, treasury, and advisory.
| Change | What Borrowers Can Expect | What Moves The Outcome |
|---|---|---|
| More Capital Chasing Deals | More term sheets, tighter spreads in crowded lanes, faster processes for clean credits | Data room readiness, sponsor equity visibility, business quality, and downside story |
| Higher Underwriting Standards | Bank style compliance and reporting even on private credit structures | Audit quality, covenant design, and clarity on use of proceeds |
| Execution Expectations Rise | Less tolerance for shifting stories mid process | Signed LOI or definitive docs, stable model assumptions, and clean legal structure |
| More Hybrid Structures | Bridge to term, unitranche to refi, delayed draw, acquisition lines | Collateral package, permitted payments, and pricing step ups tied to leverage |
| Fund Finance Effects | More financing options for managers and co-invest partners | Borrowing base discipline, portfolio marks, and liquidity terms |
This post is for general commercial information only and is based on public reporting linked above. It is not investment advice or legal advice. Financely does not lend and does not commit capital. Financely operates as a transaction-led capital advisory desk. Where regulated execution is required, delivery is coordinated through appropriately licensed firms under their own approvals. All outcomes are subject to lender credit approval, KYC and AML, sanctions screening, and final legal documentation.
Submit your transaction details and diligence pack. If it is financeable, we pursue executable term sheets. If it is not, you receive a written decline.
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.
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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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