If you are raising growth capital for a B2B SaaS or enterprise software company, the market is simple in one way and unforgiving in another. Serious investors want clean metrics, clean documentation, and a process that runs on schedule. They do not fund confusion.
Financely provides placement agent and full-scope capital raising support for software businesses seeking institutional capital, including growth equity, minority private equity, structured growth, and select control transactions. We run the process end-to-end: materials, investor targeting, outreach, diligence workflow, term sheet negotiation support, and closing coordination.
| Underwriting Theme | What Investors Expect |
|---|---|
| Unit Economics | Transparent gross margin, CAC, payback, retention, and cohort analysis that reconciles to financials. |
| Revenue Quality | Contract terms, renewals, churn drivers, ARR composition, concentration, and pipeline reality. |
| Go-To-Market | Repeatable sales motion, capacity model, quota attainment, and a credible ramp plan. |
| Product and Defensibility | Clear differentiation, roadmap discipline, customer outcomes, and competitive positioning that is testable. |
| Governance and Controls | Cap table clarity, board and shareholder approvals, IP ownership, and clean corporate housekeeping. |
Financely charges an engagement fee and a success fee expressed as a percentage of proceeds raised. Fees are quoted based on raise size, complexity, jurisdiction, and timeline. Where required, success-based compensation and placement execution are handled through licensed broker-dealers and investment banking partners.
No. We focus on B2B SaaS, enterprise software, and AI-enabled businesses where the commercial model, metrics, and governance can support institutional diligence.
No. Investors make independent decisions. Our job is to make the raise financeable and to run a controlled process with the right targets and clean materials.
We can support growth rounds, minority private equity, and structured raises where the company has credible traction and documentation readiness. The engagement letter defines the target check sizes and investor profile.
A current deck, last 24 months of financials, ARR and cohort metrics, pipeline summary, cap table, material customer contracts, and your target raise amount and timeline. If these are not clean, we will tell you what must be fixed before outreach.
No. Financely is an advisory firm. We coordinate placement execution through appropriately licensed partners where required.
If you are raising growth capital for B2B SaaS, enterprise software, or an AI company, submit your raise target, timeline, and current materials. We will revert with scope, economics, and the fastest route to a controlled placement process.
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 activities require licensing, Financely coordinates execution with appropriately licensed third parties. Any transaction is subject to eligibility, conflicts review, diligence, investor approvals, 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.
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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