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.
Non-bank lenders fund Commercial Real Estate when banks move too slowly, require a box-perfect profile, or cap exposure. Debt funds, private credit shops, mortgage REITs, specialty finance firms, and family offices can provide bridge loans, transitional capital, mezzanine debt, and structured solutions for acquisitions, refinances, and repositioning plans.
The trade-off is straightforward. You gain speed, flexibility, and underwriting that can handle transitional assets. You pay for it through pricing, fees, and tighter controls. The winners are sponsors who show up with clean documents, credible assumptions, and a realistic plan to stabilize or exit.
Banks focus on in-place cashflow and conservative metrics. Non-bank lenders will underwrite lease-up, capex, and repositioning, provided the plan is documented and the sponsor can execute.
Expect floating-rate structures, lender fees, and extension economics. The real negotiation is all-in cost plus flexibility to exit early without penalty warfare.
Cash management, reserves, reporting cadence, and capex holdbacks are normal. If the file is loose, the lender will tighten it. If the file is clean, you keep control.
Asset liquidity, jurisdictional enforceability, and downside recovery matter as much as upside. Sponsors who ignore this get term sheets that die in legal.
| Capital Type | Used For | What You Must Prove |
|---|---|---|
| Bridge Loans | Acquisition deadlines, refinance gaps, transitional occupancy, bridge-to-perm exits. | Clean PSA or payoff, credible stabilization plan, sponsor liquidity, and a clear exit. |
| Transitional Loans With Capex | Value-add programs with tenant improvements, renovations, or deferred maintenance fixes. | Budget, bids, GC plan, contingency, and a disbursement protocol that can be audited. |
| Mezzanine Debt | Filling leverage gaps behind senior debt while keeping ownership intact. | Senior lender consent, intercreditor terms, and sponsor capacity to service the stack. |
| Preferred Equity | Equity gap capital with structured returns and protective rights. | Waterfall clarity, governance, remedies, and a stabilization or sale timeline. |
| Structured Refininance | Maturity payoffs, forced paydowns, or assets needing time to season NOI. | Defensible cashflow bridge, reserves, and realistic extension mechanics. |
We pressure-test the file, tighten the assumptions, and identify issues that will surface in committee. If the deal does not pencil, you find out early, not after weeks of lender theater.
We match asset type, geography, sponsor profile, and business plan to lenders that actively lend in that box, so you are not collecting soft quotes that collapse.
We run a controlled process so indications can be compared on the same basis: leverage, covenants, reserves, extension tests, third-party costs, and timeline.
We coordinate diligence and closing steps so conditions are satisfied without last-minute chaos. If the stack requires a gap solution, we can introduce mezzanine or preferred equity providers.
Transitional assets with a clear plan: multifamily, industrial, self-storage, hospitality, retail, mixed-use, and select office and medical assets, subject to location quality, tenant profile, and exit plausibility.
Speed depends on readiness and third-party reports. Clean files can move quickly. Missing documents, unclear ownership, or sloppy sources and uses slow down.
Often yes, because the lender is taking transitional risk and moving faster. The right comparison is not coupon versus coupon. Compare all-in cost plus certainty of close and the ability to execute your business plan.
Many bridge executions are non-recourse with standard carve-outs. That said, lenders still underwrite sponsor liquidity, experience, and governance.
No. Financely is not the lender and does not control credit committees. We improve execution certainty by underwriting the deal, packaging it to lender standards, and introducing it to aligned lenders.
If you have a signed PSA, a refinance need, or a time-sensitive stabilization plan, submit your file for underwriting. We will revert with lender fit and next steps based on the asset, business plan, and sponsor profile.
Request A QuoteDisclaimer: This page is for general information only and does not constitute legal, tax, regulatory, investment, or credit advice, and it is not an offer or commitment by Financely or any third party to provide financing. Financely is not a bank or lender. Any loan is made solely by third-party lenders under their own policies, approvals, and definitive documentation. All matters are subject to underwriting, borrower eligibility, KYC and AML review, sanctions screening, third-party reports, and closing conditions. Any regulated activities are conducted by appropriately licensed third-party partners where required, under separate engagement and applicable law.
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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