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.
“Fund marketing” is not brand work. It is fundraising execution. Your LPs are underwriting you, your portfolio, your process, and your ability to return capital. If the materials are loose, the message changes by audience, or the diligence workflow is reactive, you will bleed momentum and miss closes.
Financely supports fund managers with fundraising-specific investor relations execution. We build a controlled investor attraction playbook for IR teams, with the target list, outreach sequencing, diligence workflow, and reporting cadence required to convert interest into signed documents.
The story changes per LP. The strategy becomes “what the investor wants to hear.” Serious allocators read that as uncertainty.
Data room gaps, slow DDQ responses, and inconsistent track record support turn a warm process cold.
Outreach happens in bursts. Follow-up is sporadic. Meeting notes live in inboxes. LPs fall through the cracks.
Many LPs are prioritizing liquidity and DPI. If you cannot speak to distributions and pacing, you will lose allocation.
| Workstream | What We Build |
|---|---|
| 1) Positioning and Message Control | Core thesis, audience-specific framing, and a Q&A library that prevents ad hoc answers and inconsistencies. |
| 2) Materials That Survive Diligence | Deck and one-pagers, track record schedule logic, governance narrative, and a data room index that anticipates LP requests. |
| 3) LP Targeting | Target list and segmentation by check size, mandate fit, geography, pace, and historical behavior. |
| 4) Outreach Sequencing | Outreach cadence, meeting funnel, follow-up timing, and pipeline hygiene in a single system. |
| 5) Diligence Workflow | DDQ response workflow, data room governance, request triage, and time-boxed updates to keep LP committees moving. |
| 6) IR Cadence | Monthly or quarterly update structure, KPI definitions, portfolio narratives, and a distribution and liquidity communication plan. |
We charge engagement fees for fundraising-specific IR support. Pricing depends on scope, timeline, and the state of existing materials and pipeline. Many boutique IR firms and consultants charge five to low-six figures for structured fundraising support, reflecting the intensity of outreach and diligence management. Success-based compensation, where used, is structured in line with applicable regulatory requirements and coordinated through licensed partners where required.
No. The playbook applies across private equity, private credit, infrastructure, real assets, and niche strategies where LP diligence is institutional.
We build a targeted investor universe based on strategy fit and ticket sizing. We do not sell generic lists. The output is a curated pipeline with segmentation and outreach sequencing.
Yes. We can retrofit a disciplined workflow into your existing system, including stage definitions, follow-up rules, and reporting.
No. Investor decisions are independent. Our role is to improve readiness, control the message, run a disciplined outreach process, and keep diligence moving.
Your current deck, track record summary, fund terms, target raise amount, target LP profile, and any existing DDQ and data room materials. If the materials are not diligence-ready, we will identify what must be corrected before outreach.
If you want a fundraising-specific investor attraction playbook for your IR team, submit your deck and target raise parameters. We will revert with scope, engagement economics, and a clear execution plan.
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 solicitation. Financely is not a broker-dealer or investment adviser. Where placement or securities distribution activities require licensing, Financely coordinates execution with appropriately licensed third parties. Any engagement is subject to eligibility, compliance checks, conflicts review, 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.
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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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