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.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Private credit has replaced large parts of the traditional bank market, but the process is still unforgiving. Lenders move fast when a file is clean and the structure is defendable. They walk away when numbers do not tie, collateral is unclear, or the ask is built on optimism instead of cash flow.
Financely acts as a private debt advisor and placement partner. We structure, underwrite, and position transactions so they can survive real credit scrutiny. The focus is simple: produce a decision grade package, run a controlled process, and drive to a closing that actually funds.
We help companies and sponsors secure private debt across the capital stack, with a focus on structures that match real cash flow, collateral, and closing constraints. We do not run “spray and pray” outreach. We target a defined panel that fits ticket size, jurisdiction, sector, and risk appetite.
We translate your business reality into a lender-ready structure. That means sizing leverage to coverage, aligning amortization to cash conversion, setting reserves and covenants that are workable, and documenting security and controls so the credit committee can approve without guesswork.
We build the decision package. Financial model, sources and uses, covenant build, collateral summary, and a memo that explains risks in plain language. If the file needs third-party support such as valuation, appraisal, or specialist diligence, we coordinate the scope and incorporate outputs.
We run a controlled process: targeted outreach, comparable indications, term sheet comparison, and iterative negotiation. We keep the story consistent across counterparties, control timelines, and reduce the usual “one more question” chaos that kills momentum.
We support execution through term sheet, diligence requests, conditions precedent, and funds flow planning. We do not replace your legal counsel. We keep the commercial and credit logic consistent so documents reflect the economics you agreed.
Private debt is not one product. We advise across the main use cases where speed and structure matter.
| Instrument | When It Fits |
|---|---|
| Senior Secured Term Loan | Stable cash flow, definable collateral package, and a plan that can support covenants and amortization. |
| Revolver / Working Capital Facility | Businesses with receivables or inventory cycles that need liquidity to support ongoing operations and growth. |
| Unitranche | Single lender group, faster execution, simplified documentation. Often used in acquisitions and sponsor-backed deals. |
| Mezzanine | When senior sizing is capped but the business can support incremental cost of capital and structured subordination. |
| Holdco Debt / PIK | Bridge gaps at the sponsor or holding level while preserving operating company liquidity, subject to strict controls and realistic exits. |
| Preferred Equity | When you need certainty and flexibility and can offer structured downside protection with negotiated governance. |
If you want terms that hold through diligence, the file has to be defensible. We focus on the items that drive real credit approval.
We review the objective, the timeline, and the available data. We identify immediate gaps and what must be fixed before approaching lenders. If the transaction is not defendable, we say it early.
We build the credit story and the model. We define the stack, security, covenants, and reporting. The output is a lender-ready package that matches how credit committees think.
We approach a defined set of lenders and investors with the right appetite. We collect indications in a comparable format so you can evaluate real tradeoffs.
We support negotiation, diligence, and conditions precedent. We manage the process so documents, funds flow, and execution steps stay aligned through funding.
Our fees reflect the reality of private debt execution work. Retainers fund underwriting and process control. Success fees reward funded closings.
We are most effective when the client is serious, responsive, and ready to share the full file. If you need a “quick letter,” a screenshot, or anything that avoids diligence, this is not the right firm.
No. Financely is an advisory firm. We do not lend client funds and we do not issue instruments under our own name. We structure and place transactions with regulated lenders and professional investors.
No. Outcomes depend on credit quality, structure, documentation, and market appetite. We provide disciplined execution and a defendable file. Final approval and pricing sit with the counterparty credit committees.
Incomplete financials, inconsistent numbers between decks and models, unclear collateral, slow KYC responses, and late changes to transaction terms. We focus on process control to prevent those issues from becoming fatal.
Yes, if the client can provide the full data room quickly and keep decision makers available. Tight timelines fail when approvals are needed but the file is missing fundamentals.
We generally focus on transactions where the economics justify full underwriting and lender process work. If the requested amount is very small, the available market can be limited and pricing can be punitive.
If you are raising private debt for an acquisition, growth, refinancing, or a special situation, submit your request through our contact form. Share the transaction summary, requested amount, timeline, and available financials.
Request A QuoteDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or credit advice and it is not an offer or commitment by Financely or any third party to provide financing. Financely is not a bank, broker-dealer, insurer, surety, or investment adviser. Any financing is provided solely by third-party lenders or investors under their own licenses, approvals, policies, and documentation. All transactions are subject to eligibility, full KYC and AML review, sanctions screening, credit approval, and execution of definitive agreements.
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.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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