Private Credit Fundraising Services
Capital Raising
Private Credit Fundraising Services
Mandates that close, terms that hold
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 ReviewWhat We Raise
- First lien term loans with or without DDTL
- Unitranche with split control or A and B tranches
- Asset based lending with borrowing base and springing covenants
- Second lien, mezzanine, subordinated notes
- Holdco PIK and PIK toggle features
- Preferred equity where it improves flexibility
- NAV and hybrid NAV facilities
- Receivables and inventory backed lines
- Project or contract backed debt
Who We Serve
Growth 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.
Process Built For Decisions
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 ApplyMaterials We Build And Fix
- Investment memo with use of proceeds and credit thesis
- Historical KPIs and cohort or unit economics where relevant
- Cash flow bridge, seasonality, sensitivities, covenant map
- Monitoring plan and reporting cadence
- Audited and management financials with bank statements
- Contracts, pipeline and backlog, renewals and retention
- Collateral schedules, valuations, lien status
- Corporate, tax, compliance and KYC
Investor Focus & Negotiation Priorities
Direct 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.
Engagement Economics
| 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.
Readiness Checklist
- Three years audited financials and latest management pack
- Monthly KPIs, AR and AP aging, cash reconciliation
- Build of EBITDA, adjustments, run rate support
- Model with scenarios and covenant forecast
- Sources and uses, use of proceeds
- Customer concentration, retention and renewal metrics
- Collateral schedules, liens, valuations
- Organizational chart, cap table, board approvals as needed
- Key contracts, permits, licenses, insurance
- KYC, sanctions, tax compliance, litigation summary
Use Cases We Execute
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 RoomFrequently Asked Questions
We 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.
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.
