Capital Raising
Financely arranges institutional private credit across senior secured, unitranche, second lien, mezzanine, holdco PIK, ABL, NAV and structured facilities. We shape a bankable credit story, produce decision grade materials, run a focused investor process, and negotiate terms that stand up in diligence. Engagements start on a retained basis with a complete data room.
Request Mandate ReviewGrowth capex, acquisitions, refinancings, liquidity bridges, and recapitalizations. We favor clear cash conversion and stable unit economics.
Sponsors & Holding CompaniesBack leverage, continuation vehicles, dividend recaps where coverage is credible, and minority recaps that preserve control.
Recurring revenue platforms, contracted cash flows, mission critical assets, and working capital cycles that support secured structures.
Special SituationsAmend and extend, covenant resets, rescue capital, and out of court solutions where timetables are tight.
We confirm scope and eligibility, refine the model and credit materials, run targeted investor mapping and outreach, collect IOIs with focused Q and A, move to shortlists and site work where needed, negotiate term sheets, then document and close. Timelines track file readiness. Changing inputs or partial data rooms slow outcomes.
Read FAQs Before You ApplyDirect lenders and credit funds filtered by ticket, sector, geography, structure and speed. One message, one point of contact, controlled Q and A.
Tight deadlines for indications and a single template for fees, covenant headroom, baskets, calls and MFN. Apples to apples comparisons produce leverage in negotiation.
Credit agreement, security, intercreditor, and ancillaries are driven by economic priorities. We protect cash, cure mechanics, and flexibility where performance supports it.
| Item | What It Covers | Typical Range | Payable |
|---|---|---|---|
| Engagement Retainer | Underwriting, materials, investor mapping, process setup | Fixed amount sized to scope and speed | On mandate signing, non refundable |
| Placement or Underwriting Fee | Execution to IOI or term sheet and through closing | Flat or percent of committed capital | At term acceptance and or at close |
| Success Fee | Debt funded and any junior capital arranged | Percent of proceeds funded | Deducted from proceeds at closing |
| Third Party Costs | Legal, diligence, appraisal, quality of earnings where required | At cost with estimates in advance | As incurred or via expense deposit |
We do not run speculative processes that promise no fees. Serious investors expect prepared files and committed counterparties.
Add ons and platform acquisitions, refinancing and maturity walls, capex programs, working capital expansion, and dividend recaps where coverage is solid. If the file is clean and the cash flow is defendable, there is a path to terms.
Share Your Data RoomWe scope to the mandate. Mid market outcomes are often single lender or small club solutions sized to cash flow capacity and covenant headroom.
Do you run broad auctionsWe prefer targeted processes with credible funds. The objective is certainty on terms, not a beauty parade.
How long does a process takeMaterial ready mandates often see IOIs in two to four weeks with term sheets shortly after. Closing depends on diligence and documentation pace.
Yes, where it improves certainty or lowers the blended cost. We keep messages consistent across parties.
Why do you require a retainerUnderwriting, materials, and investor work require meaningful hours. The retainer funds this effort and locks timelines.
Do you guarantee fundingNo. Outcomes depend on credit quality, structure, diligence, and depth of interest. We accept mandates that can be defended in front of decision makers.
Financely is a capital advisory. We are not a bank. All engagements are subject to KYC and AML, underwriting, investor approvals, documentation, and jurisdictional requirements. We do not provide free assessments. Work proceeds on a retained basis through formal intake only.
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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