Project finance debt and capital advisory for infrastructure and real assets. Underwriting, model review, term sheet strategy, and lender and investor outreach.
Project finance is won or lost in the details: bankability, contracts, risk allocation, and whether your data room can survive real underwriting. Financely helps sponsors and owners structure the capital stack, tighten the documentation, and run a disciplined process with institutional capital providers.
We map the bankable stack and adjust sizing to what the market will actually underwrite for your asset, jurisdiction, and contract set.
We pressure-test revenue, operating assumptions, costs, taxes, and sensitivities, then align them to lender expectations.
We move the project from “interesting” to financeable by tightening the core agreements and removing avoidable gaps.
We run a controlled outreach process with qualified lenders and capital providers based on fit, not volume.
| Sector | Typical funding drivers | What lenders scrutinize |
|---|---|---|
| Renewables and storage | Construction and term debt, tax and sponsor equity | Interconnection, offtake terms, curtailment, EPC wrap, O&M, DSCR |
| Infrastructure and utilities | Long-tenor debt against contracted cashflows | Concession terms, step-in rights, political risk, tariff, permits |
| Industrial and manufacturing | Project debt tied to supply and offtake | Feedstock contracts, offtake enforceability, capex controls, ramp risk |
| Resources and processing | Development debt, streaming, royalties, strategic capital | Technical reports, recovery assumptions, logistics, offtake, jurisdiction risk |
| Stage | What Happens | Output |
|---|---|---|
| 1) Underwriting intake | Project overview, contracts, model, capex plan, permitting, sponsor profile, and timeline review. | Feasibility view and required information list. |
| 2) Packaging | Model clean-up, assumptions, risk memo, term sheet strategy, data room architecture. | Lender-grade package and outreach-ready narrative. |
| 3) Outreach | Targeted lender and investor process, Q&A, and term sheet comparisons. | Indicative terms and counterparty short list. |
| 4) Diligence and closing | Diligence coordination, conditions precedent plan, counsel coordination, final documents and closing steps. | Closed financing under third-party approvals. |
Fees depend on project size, readiness, complexity, and timeline. Most mandates include an upfront engagement fee for underwriting and packaging, plus a success fee upon closing. Third-party costs are separate where applicable, including legal, technical, insurance, and third-party reports.
Submit your project stage, capital need, contracts status, jurisdiction, and model availability. We will revert with feasibility, an information request list, and commercial terms.
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 commitment to provide financing. Financely is not a bank or lender. Any financing is provided solely by third-party institutions under their own underwriting, approvals, and definitive documentation. Financely acts on a best-efforts basis as an arranger and advisor via regulated or institutional partners and does not guarantee pricing, approvals, timelines, or funding outcomes. All matters are subject to underwriting, eligibility, KYC and AML review, sanctions screening, and closing conditions.
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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