Large LPs are shifting part of their allocation into direct and co investment deals to cut fee drag and gain more control over what they own.
Family offices in particular are asking for more transparency, faster access and real influence on transactions, not just quarterly reports. Investor clubs that work focus on access, due diligence and community, not glossy marketing.
This LP Deal Club is a closed membership for allocators who already write tickets and just want cleaner deal flow. You pay a simple annual fee and see the private credit and direct deals we are willing to stand behind with our own capital, subject to legal and regulatory checks. No carry taken from your side inside the club.
The membership pays for sourcing, screening and credit work, not for selling you back your own returns.
The fee buys a seat at a small table, a predictable flow of serious files and a clear rule set for how allocation is shared between members and our own capital, with no pay to pitch model in the background.
10K USD
Single flat fee per LP entity, no success fee inside the club.
6 to 10 deals
Enough flow to deploy capital without flooding your team with noise.
100 seats
Hard cap on members so you are not competing with a crowd for allocation on each deal.
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LPs who already write tickets and want a small, curated stream of private credit and direct deals, plus wealth managers who need serious deal flow for their clients instead of generic products. Family offices, independent sponsors, smaller funds and multi family offices are the core audience.
For each live opportunity you receive a concise investment memo, financial model, data room link, term sheet, and a clear summary of sponsor, security and structure. Everything is prepared so that an LP or wealth manager can review it internally and present it to their own committee or clients without rebuilding the case from scratch.
We only bring files where we have direct access to the sponsor and have already run a first pass on credit quality, structure, security and legal issues. If a deal fails basic underwriting tests, lacks transparency or looks like tourist capital, it never reaches members.
You receive a first look email with the memo and headline terms, then a clear review window to go through the model and documents, join the call and confirm interest. Once soft interest is in, we size allocations across members and our own capital, send the subscription or SPV documents, and keep you updated on funding, drawdowns and ongoing monitoring.
Submit the form and mention that you want to join the LP Deal Club. After a quick review, we will send you the membership agreement and payment instructions so you can complete membership and start receiving deal memos.
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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