Financely delivers lender-ready structuring for non recourse and limited recourse projects. We build the lenders case, align contracts, quantify risk, and run a disciplined process from screening to financial close. Where collateral must be raised for credit enhancement or construction support, we underwrite and place it first, then run a term sheet auction across lenders and issuing banks. Syndication is arranged where capacity or risk requires it.
Quick screen on contracts, permits, equity, and model readiness. Red flags and data gaps are identified with a short memo.
1–2 weeksBuild lenders case, sensitivities, covenant sizing, security map, and CP list. Third-party scopes drafted for IE, legal, insurance, and E&S.
3–6 weeksTerm sheet auction to lenders and bank desks. Negotiate pricing, covenants, and conditions. Arrange confirmation and syndication if required.
4–8 weeks| Stream | Deliverables | Decision impact |
|---|---|---|
| Financial | Lenders case model, ratios (DSCR, LLCR, PLCR), sensitivities, liquidity waterfall, reserves sizing | Debt capacity, covenants, reserve and amortisation profile |
| Commercial | Review of PPA or offtake, feedstock, EPC, O&M, availability and LDs, step-in and assignment | Revenue certainty, counterparty risk, enforcement |
| Technical | Independent engineer scope, capex and schedule check, completion tests, performance guarantees | Completion risk, overrun cover, schedule realism |
| Legal | Security package, intercreditor, CP list, precedent docs, local counsel coordination | Enforceability, CP path, closing timetable |
| Risk and E&S | Insurance programme, E&S framework, permits matrix, community and land access | Insurability, ESG compliance, lender approvals |
| Screen | Pass | Fail |
|---|---|---|
| Revenue | Contracted offtake or regulated tariff with creditworthy counterparty | Merchant exposure without hedging or support |
| Equity | Committed equity with sources and uses evidenced | Indicative letters only, no cash plan |
| Permits | Critical permits in hand or within dated CP plan | Early stage, uncertain timelines |
| Model | Lenders case with sensitivities and audit trail | Promoter spreadsheet without checks |
| Security | Clear security map and account waterfall | Unclear collateral and release mechanics |
| Retainer | USD 60k to 150k staged across screening and underwriting. Funds financial model work, lender pack, and third-party coordination |
| Third-party costs | Independent engineer, legal, insurance advisory, E&S, data room, and filings are pass-through with approvals |
| Success fee | 2 to 3 percent of debt arranged. Payable at financial close |
| Timeline | Screening 1 to 2 weeks. Underwriting 3 to 6 weeks. Distribution and closing 8 to 12 weeks. Full cycle 3 to 5 months from complete data room and cleared KYC |
We size debt off lenders case and ratios. Decisions are anchored in contracts, controls, and tested sensitivities.
We run term sheet auctions, compare economics and CPs, and coordinate syndication where needed.
Calendar-driven process, issue logs, and responsibilities tracked until close.
Any securities related activity is conducted through a licensed chaperone, Member FINRA and SIPC. Investor and lender communications follow the chaperone’s rules and approvals.
Open your data room. We will run a lender-ready underwriting and a term sheet auction with a dated path to close.
Request a Term SheetFinancely is an advisory and placement firm. We are not a bank. All engagements require KYC and AML checks. Funding outcomes, pricing, and timelines depend on sponsor strength, contracts, permits, controls, and lender approval. Best efforts only. Instruments and documents follow UCP600, URC522, ISP98, or URDG758 where applicable.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestAccess non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestSecure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFinancely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
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, engagement 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. When a mandate involves the purchase or sale of securities and a registered intermediary is required, all orders are introduced to and executed by a U.S. broker-dealer registered with the SEC and FINRA, acting as “chaperone” under SEC Rule 15a-6 (17 C.F.R. § 240.15a-6). Nothing here constitutes an offer, solicitation, or recommendation to buy or sell any security. Before proceeding, read our Terms of Service to confirm that engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate aligns with your legal and regulatory requirements.In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction. Click
here to download our brochure.
