Private Credit Origination Services 2025: Cost, Timeline & Dedicated Support Levels
Private Credit Origination Services 2025: Cost, Timeline & Dedicated Support Levels
If your private credit fund exceeds $50 million in assets and you need high-quality deal flow, you want transparent origination desk pricing, a swift setup timeline and clear support levels. Below is our 2025 fee structure, a 14-day launch plan and the human + tech support model that powers your pipeline.
2025 Pricing & Fees
We use a single annual retainer—no per-deal fees—and a one-time setup fee (reduced by 65%) for platform integration, dashboard creation and team onboarding.
| Tier | Fund AUM | Annual Retainer Setup Fee |
|---|---|---|
| Base | $50 M – $200 M | $250,000 $43,750 |
| Growth | $200 M – $500 M | $500,000 $87,500 |
| Enterprise | > $500 M | $1,000,000 $140,000 |
Origination Desk Setup Timeline
Get live in two weeks. After you complete our intake form and pay the setup fee, we proceed as follows:
- Days 1–4: CRM integration, AI/ML model tuning, dashboard configuration.
- Days 5–9: Agent onboarding, workflow testing, pilot outreach.
- Days 10–14: Full launch with active sourcing, AI screening and human pre-qualification calls.
- Post-Launch Consultation: Schedule a paid strategic session to align on targets and messaging.
Dedicated Support Levels
- Qualified Leads/Month: Base 20–30, Growth 40–50, Enterprise 60+
- Pre-Qualification Agents: 2 for Base, 4 for Growth, 6 for Enterprise
- Lead Response SLA: Follow up within 12 hours of lead submission
- Strategy Sessions: Weekly (Base), twice weekly (Growth), daily check-ins (Enterprise)
- Platform Uptime: 99.9% CRM and dashboard availability
- Reporting: Real-time metrics plus monthly performance review
Human + Tech Workflow
- AI & Machine Learning: Scores leads on financials, covenants and ESG in real time.
- CRM & Automation: Tracks calls, emails, due-diligence tasks and term-sheet status.
- Human Pre-Qualification: Agents call every applicant to verify data, probe follow-ups and build rapport.
- Pre-Underwriting Kits: Ready-made executive summaries, credit memos, term-sheet drafts and data-room bundles.
Ready to secure your Private Credit Origination Services in 14 days? Complete our intake form, settle the setup fee and request your proposal, contract and invoice to kick off.
Request ProposalWhy Funds Choose Financely
- Arranged over $12 billion in private credit financings
- AI-driven deal flow plus live agent pre-qualification calls
- Salesforce-grade CRM workflows and real-time dashboards
- Dedicated origination agents and credit officers at every tier
- One annual retainer—no per-deal fees or hidden costs
- Service scales automatically with your fund’s growth
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
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.
Trade Finance
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 RequestProject Finance
Access 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 RequestAcquisitions
Secure 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 RequestFor Banks
Financely 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.
