We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
We arrange $25M–$500M+ private credit across the Commercial Real Estate cycle. Senior secured loans, bridge facilities, mezzanine debt, and preferred equity for sponsors who need speed and flexible structures. We place capital with private debt funds and alternative lenders that underwrite cash flow, tenancy, and a believable exit plan without wasting time.
If the business plan makes sense and the numbers pencil, we run a process. This is where private credit shows up strongest:
| Asset Class | Underwriting Posture |
|---|---|
| Multifamily / Build-to-Rent | Strong. Lease-up and value-add are financeable with real comps. |
| Industrial / Logistics | Very strong. Modern specs, location, and tenant quality matter. |
| Hospitality | Selective. Branded, high-RevPAR markets get traction. |
| Office | Case-by-case. Prime locations, strong tenancy, clear capex. |
| Retail / Shopping Centers | Grocery-anchored and high-traffic centers preferred. |
| Self-Storage, Data Centers, Life Sciences | Active. Strong operator track record is key. |
| Student / Senior Housing | Selective. Operations and licensing diligence required. |
| Product | Typical Sizing | Key Terms |
|---|---|---|
| Senior Secured Term | Up to ~60–70% LTV if stabilized | 3–7 year terms, DSCR-driven, interest-only or partial amortization |
| Bridge | Up to ~65–75% of as-is value, higher on as-complete | 12–36 months, extension options tied to milestones |
| Construction | Up to ~60–65% LTC senior; up to ~80–85% LTC with mezz or pref | Staged draws, interest reserves, completion guarantees |
| Mezzanine Debt | Sits behind senior to ~80–85% total capitalization | PIK or cash-pay, intercreditor with senior, cure rights |
| Preferred Equity | Fills to ~85–90% of total capital on some deals | Fixed coupon plus small promote, hard pay priority |
Bring these and you move. Miss them and you wait. We organize and pressure test every item below.
| Phase | Typical Duration | Deliverables |
|---|---|---|
| Mandate and data room | 3–7 days | Document checklist, model, teaser |
| Market soundings | 5–10 days | Term sheet ranges, anchor interest |
| Underwriting and IC | 2–3 weeks | Draft terms, diligence questions, conditions precedent |
| Documentation | 1–3 weeks | Loan docs, intercreditor, draw schedule |
| Closing and funding | 3–5 days | Signed docs, funds flow, initial draw |
| Item | Typical Range or Approach |
|---|---|
| Leverage | Senior to 60–70% LTV if stabilized; total to 80–85% with mezz or pref |
| DSCR | 1.20x–1.35x for private senior; tighter if weak tenancy |
| Tenor | Bridge 12–36 months; term 3–7 years; construction to CO with mini-perm |
| Reserves | Taxes, insurance, TI/LC, interest, and capex where relevant |
| Security | Mortgage or deed of trust, equity pledges, assignment of rents |
| Covenants | DSCR, debt yield, net worth and liquidity for guarantors, capex milestones |
| Fees | Origination and exit; legal and third-party at cost; advisor success fee |
Primary focus on the United States, United Kingdom, European Economic Area, and selected Middle East markets. Cross-border structures are considered where legal, tax, and collateral enforcement are clear.
Engagement fees start at $25,000. Full-scope, complex, or multi-asset mandates are priced at $150,000+ when the work is heavy and timelines are tight. Success fees are charged on closing and scale with facility size.
We arrange $25M–$500M+ for Commercial Real Estate acquisitions, refinancing, development, and recapitalizations. Minimum engagement fee $25,000.
Request a QuoteWe are an advisory and placement firm. We are not a direct lender. All financings are subject to due diligence, credit approval, third-party reports, and executed documentation. Terms vary by asset quality, sponsor strength, market conditions, and jurisdiction.
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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