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 debt structuring and placement for $5M+ raises. Credit-led packaging, targeted outreach, and term sheet support in the USA and select regions.
Most debt raises fail for predictable reasons: the repayment story is soft, the use of proceeds is unclear, the data room is incomplete, or the structure does not match how credit committees underwrite risk. Our job is to remove those failure points before you get in front of lenders.
We start by underwriting the transaction. If it is not financeable on credible terms, you will hear that early, with clear reasons and practical alternatives. If it is financeable, we package it to lender standards and run targeted outreach designed to produce executable terms, not endless “maybes.”
Structure, repayment logic, and mitigants presented the way lenders actually decide.
Less noise, fewer misaligned calls, and a tighter path to an executable term sheet.
A managed process from initial screen through Q&A, third-party items, and closing readiness.
Written guidance on what is financeable, what needs to change, and why.
| What You Experience | What We Fix |
|---|---|
| “We need more comfort.” | We tighten the repayment story, clarify controls, and remove ambiguity that triggers repeat loops. |
| Bank appetite is capped or timing slips. | We reposition for private credit and approach lenders that truly lend in your box. |
| The business is viable but not lender-ready. | We rebuild the package to credit standards: structure, covenants, security, reporting. |
| Inbound interest does not convert. | We run a comparable term process and push to executable terms with real conditions. |
| You are early and need a financeability read. | We screen and tell you what works now, what needs work, and what terms are realistic. |
Solutions are tailored case-by-case across cash-flow credit and structured credit. When collateral, covenants, or controls materially improve pricing or probability of close, we will recommend that directly.
| Phase | What Happens | Outcome |
|---|---|---|
| 1) Initial Screen | We review materials, confirm constraints, and define the lender box most likely to execute. | Go or no-go, required fixes, and a realistic term range. |
| 2) Structuring And Lender Package | We build lender-grade materials: sources and uses, repayment logic, security and controls, covenant framing, and a credit memo. | An outreach-ready file that can survive committee scrutiny. |
| 3) Targeted Outreach And Term Sheet Process | We approach aligned lenders, manage feedback, and drive toward term sheets that match the deal’s reality. | Comparable indications and executable term sheet progression. |
| 4) Diligence And Closing Support | We coordinate diligence flow, third-party items, and closing readiness through funding. | Cleaner execution with fewer last-minute failures. |
We work on upfront engagement fees. Engagement range is USD 10,000 to USD 100,000 upfront, depending on complexity, urgency, and data room readiness.
Third-party costs may apply where required (legal, appraisal, insurance, collateral agent, field exam, background checks). These are billed transparently or paid directly to providers.
Send your materials and timeline. We will respond with a next-step checklist and the engagement option aligned to your raise.
Request An Indicative Term SheetNo. We are not the lender and we do not control credit committees. We improve close probability through underwriting, lender-grade packaging, and a disciplined term sheet process with aligned lenders.
Speed depends on file completeness. Clean materials and a clear use of proceeds move faster. Missing financials, unclear ownership, or vague repayment plans slow everything down.
Sometimes. Debt still needs repayment logic. If the file can support credit underwriting with contracts, predictable cash flows, or defensible collateral and controls, we can review it.
This range often fits private credit funds, direct lenders, and specialty finance groups. The winning path is matching structure, reporting, and controls to the lender’s box from day one.
Avoid unsupported projections, unclear sources of equity, and “we will figure it out later” around liens, reporting, and covenants. Lenders price uncertainty aggressively or decline it.
Legal disclaimers: Financely provides advisory, structuring, and capital introduction services. Financely is not a bank and does not commit capital. Any discussions, ranges, and timelines are indicative and subject to diligence, lender underwriting, documentation, KYC and AML review, sanctions screening, and third-party approvals. No assurance is given that financing will be available or that any transaction will close. Nothing on this page is legal, tax, or investment advice. You should consult your own counsel and advisors before proceeding.
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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supportdesk@financely-group.com for general enquiries.
