From securing funding for expansion to sourcing the right investment opportunities, Financely operates at the intersection of capital and growth. We make sure both sides gain the momentum to move forward.
Focused on Trade Finance, Project Finance, Commercial Real Estate, and Business Acquisitions.
| Criteria | Financely | Bulge Bracket or Major Bank | Single Lender Boutique |
|---|---|---|---|
| Core Focus | Trade Finance, Project Finance, Commercial Real Estate, Business Acquisitions | Large corporates and mature sponsors | One product or narrow niche |
| Deal Size | $5m to $250m typical; recurring trade lines possible | Primarily above $250m | $5m to $50m typical |
| Speed to Indicative Terms | 5 to 10 business days after a complete data room | Committee driven | Faster but few options |
| Underwriting Depth | Model QA or build, lender memo, clean data room | Basic screens | |
| Distribution Breadth | Multi-investor and multi-lender placement, cross-border | Concentrated syndicates | Single balance sheet |
| Equity Sourcing and Gap Support | Family offices, private equity, credit funds, co-invest and sidecars; case-by-case equity top-ups | Yes at scale | |
| Trade Finance Capability | LC or SBLC issuance and confirmation, receivables, inventory with control | Focus on large corporates | Only if specialist |
| Standards and Rules | UCP 600, ISP98, URDG 758 aligned; support through closing | ||
| Third-Party Coordination | Counsel, tax, independent engineers, valuers, insurers, trustees, servicers | Limited bench | |
| Risk Controls | Escrows, collateral control, price collars, covenants, reporting cadence | Limited toolkit | |
| KYC/AML and Confidentiality | Full KYC/AML, NDAs, controlled data-room access | ||
| Process is 100% Remote | Intake, underwriting, and placement are remote | In-person common | |
| Fees and Terms | Upfront retainer with defined scope; success fee at market range | Higher base fees | Points or OID common |
| Post-Closing Support | Amendments, waivers, reporting, lender relations | Limited | |
| Scalability Over Time | Upsize lines and add tranches as performance builds | Balance-sheet limits | |
| Best-Fit User | Post-revenue companies needing structured capital and credible equity | Large established issuers | Borrowers fitting one product |
Financely provides advisory on a best-efforts basis and executes through regulated partners. Outcomes depend on underwriting, market conditions, and counterparty approvals.
Proven Results, Measurable Impact
We bridge businesses seeking strategic growth with investors pursuing high-caliber opportunities, aligning capital demand and supply.
$3B+
Capital raised for growing businesses, enabling companies to access the funding they need to fuel expansion, innovation, and long-term success.
90%
Successful deal execution rate from inception to completion, our strategic approach ensures a high success rate for all capital-raising initiatives.
30%
Faster time to funding. Our expertise accelerates the funding process, allowing businesses to access capital quickly and move forward without delay.
1,000+
Institutional and Private Investors. We connect clients with a powerful network of investors spanning diverse sectors and regions.
50+
High-Impact Deals Structured Annually. Our team brings together dozens of well-structured, impactful deals each year, meeting the needs of growth-focused businesses and discerning investors.
$20B+
Access to Institutional Capital. Through our established network, clients can access substantial funding from top-tier institutional investors worldwide.
See What Our Clients and Partners Say. Our clients and partners trust us for exceptional results in capital-raising and strategic finance solutions. Read their experiences to learn how Financely has supported their success.
"We reached out to Financely to support a large trade finance deal. Their network secured us the capital in record time, and they negotiated favorable terms that exceeded our expectations. Financely made it happen without the hassle we’ve experienced with other firms."
Carlos Almeida, Senior Financial Analyst
EverGreen Trading Corp
"For our cross-border expansion, Financely provided unmatched expertise. They connected us with banks and advisors who structured our financing precisely to our needs. Financely is the partner you want if you’re serious about scaling right."
Emily Wang, VP of Finance
SkyBlue Ventures
"Financely brought exceptional value to our team by providing access to the right investors and expertly structuring our real estate financing. They understood our needs and sourced capital efficiently, allowing us to focus on scaling. Truly a game-changer."
Mark Rivera, Head of Real Estate Investment
PrimeGrowth Partners
"We were struggling to access reliable trade finance until we came across Financely. They connected us with reputable lenders and ensured we secured the capital on terms that allowed us to expand confidently. Their hands-on approach set them apart."
Lisa Tran Director of Operations
Northland Imports
"As a mid-sized energy firm, finding the right financing for our project was crucial. Financely not only connected us with a bank that provided favorable terms but also advised on structuring the loan for maximum flexibility. I couldn’t ask for a better partner in growth."
John Maxwell, CEO
ClearPath Energy Solutions
"Financely was instrumental in securing the capital we needed for our expansion. Their team connected us with key investors and structured our deal for the best terms we could imagine. Their expertise and network made a complex process straightforward. Highly recommend for any growing company."
Sarah Kim, CFO
Redbridge Manufacturing
We connect you with leading banks, investors, and experts to secure optimal rates, terms, and capital for your trade or project finance needs.
Schedule a consultation with one of our team members.
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, engagement 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. When a mandate involves the purchase or sale of securities and a registered intermediary is required, all orders are introduced to and executed by a U.S. broker-dealer registered with the SEC and FINRA, acting as “chaperone” under SEC Rule 15a-6 (17 C.F.R. § 240.15a-6). Nothing here constitutes an offer, solicitation, or recommendation to buy or sell any security. Before proceeding, read our Terms of Service to confirm that engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate aligns with your legal and regulatory requirements.In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction. Click
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