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.
Private Credit | Lender Introductions | Underwriting And Distribution
Most private credit raises stall for one reason: the borrower does not present a lender-grade credit file. Lenders want tight numbers, clear collateral and controls, a credible repayment path, and a package that can go straight into IC review.
Financely runs a controlled lender introduction process. You upload the deal documents, we underwrite and package the transaction to lender standards, match it to suitable private credit lenders, and drive decisioning to written outcomes.
Lenders will delay, request endless follow-ups, or decline silently.
The platform forces a clean file and matched routing.
Private credit is global, but lender mandates are not. Jurisdiction affects security perfection, enforcement, reporting, and pricing. The platform routes requests to lenders based on geography, structure, and risk profile, not by generic outreach.
Typical routing variables: country of borrower and assets, governing law, security package, currency, ticket size, industry, sponsor support, and whether the collateral is controllable and enforceable.
This is the execution path private credit lenders expect. If you run these steps loosely, you will not close on time.
| Step | What Happens |
|---|---|
| 1) Onboarding And Data Room Setup | You upload core documents and complete KYB and UBO requirements. We open a controlled data room structure and issue a deal-specific checklist with required diligence items. |
| 2) Structuring And Credit Positioning | We define facility type, tenor, repayment path, collateral and controls, covenant targets, reporting cadence, and conditions precedent logic. We also map the capital stack and any intercreditor constraints. |
| 3) Underwriting Package Build | We produce a lender-ready credit memo and lender pack. This includes sources and uses, debt schedule, key metrics, collateral and security summary, covenant targets, and downside framing. |
| 4) Lender Fit Matrix And Matched Outreach | We route the deal to lenders whose mandates fit the request. Submissions run in structured waves and are tracked. We manage lender Q&A through one channel to avoid fragmentation. |
| 5) Term Sheet Decisioning | We drive lenders to written term sheets or written declines. Term sheets are normalized into a comparison matrix covering pricing, fees, covenants, security, CPs, and timeline. |
| 6) Diligence And Documentation | Lenders complete credit approval and legal diligence. We coordinate information flow, resolve diligence gaps, and support negotiation of loan agreements, security documents, and account control arrangements. |
| 7) Closing And Funding | Conditions precedent are satisfied, signing occurs, and funding is released under agreed draw mechanics. Ongoing reporting and monitoring protocols are established from day one. |
| Deliverable | What It Includes |
|---|---|
| Private Credit Lender Pack | Credit memo, sources and uses, debt schedule, key metrics, collateral and controls summary, covenant targets, and a controlled data room structure. |
| Matched Lender Routing | Outreach to lenders aligned to the deal’s size, structure, risk profile, and jurisdiction, with submissions tracked to written outcomes. |
| Decisioning Workflow | Submission tracking, routed Q&A, term sheet comparison matrix, and documented written outcomes that you can act on. |
For Financely’s related services and execution approach, see How It Works , Trade Finance , Project Finance , and Commercial Real Estate Financing.
No. Financely underwrites and packages the transaction to lender standards, matches it to suitable private credit lenders, and runs a controlled decisioning process to written outcomes.
The minimum requested facility size is USD 2,500,000. Larger tickets and complex structures benefit most from disciplined packaging and matched routing.
Speed depends on document completeness, clarity of collateral and controls, and lender fit. The platform is designed to compress cycle time by forcing a lender-ready file and structured outreach.
If you have a real commercial transaction and you want written outcomes, upload your documents and submit your request. We will revert with a deal-specific checklist and a structured path to matched private credit lenders.
This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank, not a broker-dealer, and not a direct lender. Any engagement, underwriting, and introduction process is subject to diligence, KYB, KYC, AML, sanctions screening, lender criteria, and definitive documentation.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
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.
Click
here to download our brochure.
