Private Credit Deal Origination
Private Credit Deal Origination — Done-For-You
You want real deal flow that fits your credit box—sourced, screened, and pushed through to decision. We run origination as a service for sponsors, CFOs, and family offices: we source borrowers, qualify them, build lender-ready packs, and line up the right desks for closing. No spam, no broker chains, no time sinks.
A steady pipeline of lender-ready private credit opportunities, mapped to your mandate, with clean data and a clear path to term sheets.
What we originate
| Structure | Use case | Typical range (indicative) | Notes |
|---|---|---|---|
| Senior Secured / Unitranche | Growth, M&A, recap | $10m – $300m+ | Maintenance or incurrence covenants |
| ABL / Borrowing Base | Working capital on AR/inventory | $5m – $250m | Eligibility tests, reserves, borrowing base certificates |
| Receivables Finance | Trade flows, recurring revenue | $3m – $150m | True sale or secured—case by case |
| Capex / Project Term Debt | Equipment, roll-out, brownfield | $10m – $200m | DSCR focus; step-in rights where relevant |
| Mezzanine / Holdco PIK | Gap funding, sponsor solutions | $5m – $100m | Cash/PIK mix; intercreditor in place |
| NAV / Hybrid | Holdings with asset cover | $20m – $250m | NAV tests, cash sweep triggers |
Industry coverage
| Vertical | Examples | Key checks |
|---|---|---|
| Business Services & Outsourcing | Facilities, staffing, BPO | Contract quality, churn, concentration |
| Industrial & Manufacturing | Components, packaging, specialty | Backlog, margin stability, capex profile |
| Logistics & Supply Chain | 3PL, last-mile, cold chain | Fleet/lease terms, utilization, route risk |
| Healthcare | Clinics, diagnostics, devices | Payer mix, reimbursement, compliance |
| Software & Data | SaaS, infra, payments | NRR/GRR, ARR quality, cohort health |
| Energy & Renewables | Solar, storage, services | Contracts (PPA/ESA), interconnect, O&M |
| Consumer & Retail (selective) | DTC, multi-site, F&B | Unit economics, lease terms, seasonality |
| Telecom & Infrastructure | Towers, fiber, data centers | Contracts, utilization, expansion capex |
| Commodities & Trade | Metals, ags, fuels | WR/operators, hedging, counterparty risk |
Geographic coverage
| Region | Focus countries | Notes |
|---|---|---|
| North America | USA, Canada | Broad lender base; quick diligence cycles |
| Europe & UK | UK, Germany, Netherlands, Nordics, France, Spain, Italy | Docs vary by market; security and stamp taxes considered |
| MENA | UAE, KSA, Qatar | Project and trade heavy; Shari’a options available with partners |
| Sub-Saharan Africa (selective) | South Africa, Kenya, Nigeria, Ghana | FX, security perfection, and enforcement path are decisive |
| LATAM | Mexico, Chile, Colombia, Brazil | Tax/withholding and local filings mapped early |
| APAC | Singapore, Australia, India, Vietnam, Indonesia | Cross-border flows and bankable collateral favored |
Our process & SLAs
| Phase | What we do | Output | Target timeline |
|---|---|---|---|
| 1) Mandate & brief | Define ticket, structure, red lines, and targets | Origination plan + hit list | Week 1 |
| 2) Sourcing & screening | Direct outreach, referrals, platform leads | Shortlist with pass/fail notes | Weeks 2–6 |
| 3) Lender-ready pack | Borrower Q&A, model sanity checks, draft terms | IC-friendly summary deck + data room | Rolling |
| 4) Distribution | Match to lenders, run Q&A, track status | Indications / soft terms | 2–3 weeks per wave |
| 5) Diligence to close | Coordinate third-party workstreams and docs | Term sheet → signed docs → funding | Deal-dependent |
What we need from you
| Topic | Baseline |
|---|---|
| Authority | Decision-maker on emails; mandate signed |
| Data | Financials, KPIs, customer/contract view, debt schedule |
| Use of proceeds | Clear case with timing and milestones |
| Diligence budget | Retainer and third-party costs funded on time |
| No-go signals | “Pay from proceeds,” vague numbers, no collateral view where required |
Deliverables you receive
| Item | What’s inside |
|---|---|
| IC-ready summary | Business snapshot, uses/sources, risks/mitigants, covenant sketch |
| Data room | Financials, KPIs, contracts, collateral, model, diligence tracker |
| Term tracking | Grid of indications, pricing, leverage, covenants, status |
| Closing checklist | Docs, third-party reports, signatures, conditions precedent |
Pricing (annual plans) + success fee
| Plan | Annual fee | What you get | Best for |
|---|---|---|---|
| TIER 1 | USD 100,000 / year | Deal sourcing, screening, lender mapping, IC-ready summaries, managed introductions | Single-asset sponsors and first-time borrowers with clear asks |
| TIER 2 | USD 250,000 / year | Everything in Tier 1 + data room build, borrower coaching, term tracking, Q&A management | Active sponsors running multiple raises each year |
| TIER 3 | USD 500,000 / year | Includes deal underwriting before lender submission : model sanity checks, covenant sketch, risk memo; plus full distribution support | Sponsors wanting faster credit reads and fewer re-trades |
Success fee: 1% of debt capital closed, payable at funding. Third-party costs (legal, reports, filings) are for the sponsor.
Lenders pass on noise. We remove it. You get focused outreach, clean materials, and a clear route to yes—or a fast no so you can move on.
Ready to turn private credit into a repeatable channel? Send your summary, latest financials, and use of proceeds. We’ll respond with a quick screen and next steps.
Start OriginationFinancely Group is an advisor and arranger. We are not a lender and do not provide legal or tax advice. All mandates are subject to KYC/AML, sanctions screening, and a signed engagement. Outcomes depend on underwriting and market appetite. No guarantees are offered.
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.
