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 submit your deal for review. We revert within one working day with next steps and either a quote for our services.
Finance your next trade, project or acquisition.
Debt structuring, targeted lender outreach and negotiation support through closing.
Paid advisory. Upfront retainer applies.
Our process is straightforward: you submit the transaction, we review it, you retain Financely if the mandate is accepted, and we execute the agreed structured debt advisory and lender outreach workstream.
Submit your transaction through our Request a Quote page. Include the financing amount, use of proceeds, transaction structure, counterparties, and the supporting information currently available.
You submit the transaction, financing requirement, proposed structure, key counterparties, and available supporting documents.
We assess the commercial rationale, financing structure, documentation, repayment path, transaction risks, and suitability for our advisory scope.
If we accept the mandate, we issue a written engagement defining the scope, deliverables, fees, assumptions, and execution process. Work begins once the agreement is executed and the retainer is received.
We prepare the transaction for market, approach suitable lenders, manage responses, compare terms, support negotiations, coordinate diligence, and work with the client toward closing.
If you have a defined financing requirement and supporting information available, submit an RFQ. We will review the transaction and, if it fits our scope, provide the proposed engagement, fees, and execution plan.
Request A QuoteOnce the mandate is active, we move from preliminary review into structured execution. The exact scope depends on the transaction and the condition of the file at onboarding.
We review the financing structure, identify material information gaps, refine lender positioning, and prepare or improve the materials required for institutional review.
We identify banks, private credit funds, trade finance institutions, specialty lenders, project finance lenders, or other capital providers relevant to the transaction.
We approach selected counterparties, manage lender questions, coordinate information requests, and maintain the outreach process as discussions develop.
We compare proposed structures, support negotiations, coordinate due diligence and documentation workstreams, and assist the client through the closing process.
Timing depends on transaction complexity, documentation quality, client responsiveness, lender appetite, and the amount of third-party underwriting required. A lender-ready transaction can normally enter outreach much faster than a mandate requiring substantial preparation before distribution.
Consider a sponsor seeking senior project debt for a utility-scale solar project with site control, permits, an executed or advanced-stage PPA, EPC information, financial projections, and the proposed sponsor equity contribution identified.
Consider an established commodity trader purchasing iron ore under a documented supply contract and selling to an identifiable buyer, with defined shipment terms, payment mechanics, trade documentation, and a clear financing requirement.
These timelines are indicative, not guaranteed. A lender-ready file can move materially faster than a transaction requiring additional financial modelling, restructuring, legal work, collateral, credit enhancement, permits, third-party reports, or missing commercial documentation.
Efficient execution requires access to the relevant decision-makers, complete and accurate information, prompt responses to lender questions, and cooperation during underwriting and third-party diligence. Where material information is missing, we identify what is required and determine whether the necessary preparation should form part of the engagement.
Financely is a structured debt advisory and placement firm, not a direct lender. We help clients structure transactions, prepare them for institutional review, identify appropriate capital providers, conduct targeted lender outreach, manage financing discussions, support negotiations, and coordinate execution through closing.
Submit your transaction through our Request a Quote page. We will review the submission and, where the transaction fits our scope, provide the appropriate engagement proposal.
If you would prefer to discuss the mandate before submitting it, you can book a consultation.
Financely is not a bank, does not accept deposits, and does not guarantee financing outcomes. All mandates are subject to acceptance, KYC and compliance requirements, transaction suitability, third-party underwriting, due diligence, documentation, credit approval, and executed terms.