We raise private debt for operating companies: acquisition, asset-backed, and bridge facilities. Underwriting, lender pack, outreach, closing.
We raise private debt for operating companies with a clear need, clean documentation, and a credible repayment path. This is not a directory of “lenders.” It is a controlled execution process that produces term sheets and gets to closing.
Senior secured acquisition financing for business purchases where the deal has real cashflows, a defensible price, and a clean closing timeline.
Facilities secured by receivables, inventory, equipment, or contracted cashflows. Built around borrowing base logic and controls.
Short-tenor capital where timing matters and the repayment event is definable. Not “we will refinance later.” Real exit logic.
Debt that supports growth without breaking the business. Built with realistic covenants and monitoring that lenders accept.
We identify the weak points that kill credit decisions, then fix the structure and the narrative before we go to market.
Materials that a real credit team can diligence without guessing what you meant.
We approach capital sources where your deal actually fits. No mass emailing. No ego lists.
We manage the process so momentum stays intact: diligence, Q&A, term sheet iteration, and closing readiness.
| Item | Standard We Expect |
|---|---|
| Repayment | Clear repayment source, timing, and downside case, with lender control points. |
| Documentation | Contracts, financials, projections, and a data room that a credit team can work through. |
| Security | Enforceable collateral and a realistic perfection path, including controls and reporting. |
| Governance | Authority to sign, clean ownership, compliant funds flow, and bankable counterparties. |
| Timeline | A closing plan that respects diligence realities and third-party conditions. |
| Stage | What Happens | Output |
|---|---|---|
| Intake | We review the transaction and issue an information request list. | Scope, timeline, and underwriting workplan. |
| Underwriting | We tighten terms, controls, repayment, and build the lender-grade pack. | Credit pack and outreach-ready summary. |
| Market | Targeted distribution and diligence management. | Indicative terms and follow-up requests. |
| Close | Selection, documentation workflow, third-party reports, and funding conditions. | Executed documents and disbursement under lender approvals. |
Submit your transaction and timeline. We will revert with scope, pricing, and the underwriting checklist.
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 or lender. Any financing is provided solely by third-party institutions under their own policies, approvals, and definitive documentation. All matters are subject to underwriting, borrower eligibility, KYC/AML review, sanctions screening, third-party reports, and closing conditions.
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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