Project Finance
Financely arranges non recourse and limited recourse loans for qualified greenfield and brownfield projects up to USD 500 million. Debt is sized to contracted cash flows, proven delivery partners, and enforceable documents. Work proceeds on a retained basis through a single client portal from mandate to first draw.
Ring fenced SPV with share pledges, all assets security, and controlled accounts. Sponsors provide construction support until completion tests are met.
Long term offtake, availability or capacity payments, take or pay, or contracted tenants. Counterparty quality is verified and documented.
Fixed price date certain EPC, performance LDs, credible O and M with KPIs, insurance program fit for risk, and independent expert coverage.
European Union. United Kingdom. United States. Gulf Cooperation Council. Clear security regimes and deep lender pools.
Canada, Australia, Central and Eastern Europe, and select countries in Sub Saharan Africa, South and Southeast Asia, and Latin America where contracts, rule of law, and currency convertibility support bankability.
All mandates are subject to KYC, AML, sanctions, local law, and capital control checks. Political risk cover may be required.
| Layer | Purpose | Control Package | Indicative Tenor |
|---|---|---|---|
| Senior Secured Project Loan | Construction and term debt sized to DSCR and LLCR | All assets security, accounts control, DSRA, hedging, covenants | 7 to 18 years by sector and jurisdiction |
| ECA Or DFI Covered Loan | Support for equipment or policy sectors with country risk mitigation | Cover policy, PRI, environmental and social standards | As per cover rules and country limits |
| Mini Perm Senior | Short to medium tenor with refinance at stabilization | Cash sweep, refinancing tests, pricing step ups | 3 to 7 years |
| Subordinated Debt Or Mezzanine | Equity gap or contingencies without full dilution | Intercreditor terms, cash sweeps, information rights | 5 to 10 years |
| Holdco Loan Or PIK | Top up at sponsor level while preserving project cash | Distribution blockers, ratio tests | 3 to 7 years |
| Preferred Equity | Priority distributions with negotiated governance | Board rights, redemption features, distribution tests | Project life or negotiated |
Target DSCR 1.20x to 1.45x by sector. LLCR and PLCR used for life cycle checks. Distributions only when tests are met.
Offtaker credit standing, EPC balance sheet and track record, O and M capacity, and insurer views. Evidence is collected and stored in the portal.
Pledges and fixed charges, blocked accounts, reserves, step in rights, and tested funds flow. Hedging policy is documented and assigned.
| Solution | Use Case | Control Package | Tenor |
|---|---|---|---|
| Preferred Equity | Top up equity to reach financial close without full common dilution | Distribution tests, board rights, redemption features | Project life or negotiated |
| Mezzanine | Contingency or late EPC price moves | Intercreditor, cash sweeps, cure rights | 5 to 10 years |
| Standby LC Or Parent Support | Limited completion support until COD without permanent recourse | Time bound guarantee, performance bonds, step downs at completion | Construction period |
Kick off in the portal. Checklist issued. Timetable agreed. Data room opened. Advisers scoped.
Model with sensitivities, contract review for EPC, O and M, and offtake, permit matrix, insurance scope, preliminary terms architecture.
Targeted banks, ECAs, DFIs, and funds. Comparable indications for pricing, tenor, covenants, reserves, and conditions precedent.
Select structure, appoint agent, settle hedging approach, allocate commitments, document decision logs.
Lenders’ technical adviser, model audit, insurance review, environmental and social diligence, and legal diligence.
Facility agreements, security and guarantees, accounts and waterfall, intercreditor, funds flow, conditions precedent satisfied.
Execute documents, fund, book hedging, release initial draw against approved sources and uses, start reporting cadence.
Construction tests, cost to complete, completion tests, operating KPIs, distribution tests, and support on waivers where needed.
Delivery footprint, subcontractor governance, information security, privacy, and audit rights are defined in the Global Delivery And Resourcing Standard available through the client portal. Roles are documented to avoid duplication and to maintain clear accountability.
Underwriting and drafting 2 to 6 weeks once the file is complete. Market sounding and indications 2 to 4 weeks. Documents and CPs follow adviser findings and jurisdiction.
Commitment and upfront fees, agency, legal, technical adviser, insurance, and model audit are paid at cost. Hedging costs depend on notional and tenor.
Retainer funds underwriting, materials, lender engagement, and control setup. Success fee is payable at funding as agreed in the mandate.
Comparable indications and clear CPs. Funds flow documented to account level.
Accounts control, reserves, hedging policy, and tested reporting reduce disputes and slippage.
Senior, covered, mezzanine, or preferred equity paths sized to the actual cash profile and country risk.
Submit your project file. Receive a lender grade memo, comparable term sheets, and a dated plan to financial close up to USD 500 million.
Start Your Mandate Do you fund directly
Financely is a capital advisory. Lending is performed by regulated banks, ECAs, DFIs, or funds. We arrange, structure, and close.
What is the minimum preferred size
USD 10 million and above is preferred. Smaller projects can be considered where counterparties and documents are strong.
Can debt be raised without an offtake
Possible where availability or capacity payments exist or where a credible merchant case is validated by advisers. Contracted cash flows remain the most direct path.
Will sponsors provide guarantees
Support is common during construction for cost overruns and completion. After completion tests, recourse is limited to the project.
Can you combine senior debt with mezzanine or preferred equity
Yes where the coverage tests and intercreditor rules are workable. The objective is a structure that can pass credit committees and support operations.
Financely Group is a capital advisory. The firm is not a bank. All engagements are subject to KYC and AML, sanctions, internal credit approvals, documentation, and jurisdictional requirements. Outcomes depend on credit quality, structure, and market appetite. Timelines and ranges on this page are indicative.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestAccess non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestSecure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFinancely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
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.
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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