This mandate is aimed at sponsors with projects that are already well advanced and approaching final investment decision, but where the capital stack is not yet complete. Typical situations include an equity shortfall, a construction or VAT bridge requirement, or a last-mile top up that needs to sit alongside senior lenders, ECAs, or DFIs.
The focus is on projects with defined technical scope, permits substantially in place, a clear revenue framework (such as a PPA, offtake contract, or availability-based structure), and a financial model that has already been used in discussions with senior lenders. The work is concentrated on completing the capital stack on that specific project, not on early stage concept development.
Equity gap and bridge funding support for projects from approximately USD 30m to 250m+ in total capital cost. Engagement fees from USD 45,000, with a success fee on new capital arranged under the mandate. All work is provided against an engagement fee paid by bank transfer.
Project Profile And Eligible Sponsors
Suitable Project Types
Renewable energy projects such as solar, wind, hydro, and storage with defined sites and permits.
Infrastructure and utilities, including transport, logistics, and essential services with contracted revenues.
Industrial and processing facilities with secured feedstock and offtake arrangements.
Total project capital expenditure usually in the USD 30m to 250m+ range.
Senior lenders, ECAs, or DFIs engaged or actively reviewing the project.
Sponsor And Readiness Criteria
Experienced sponsors with a defined project company and a clear governance structure.
Permits and approvals substantially in place or on a credible path with documented status.
Revenue framework agreed in principle: PPA, offtake, concession agreement, or similar.
Base financial model available, with sensitivities and underlying assumptions explained.
Evidence of development capital already committed and spent on the project.
Mandate Scope, Deliverables, And Funding Options
The mandate is designed to clarify the outstanding requirement in the capital stack, define the instruments that can reasonably fill that requirement, and present a coherent case to potential capital providers. It is a targeted process around a single project, not a broad marketing exercise.
Review of technical, commercial, legal, and financial documentation relevant to the capital structure.
Identification of the specific gap: equity, subordinated debt, holdco facility, VAT or construction bridge, or a combination.
Design of potential structures for that gap, with attention to intercreditor considerations and senior lender requirements.
Preparation of a concise capital stack memorandum and supporting financial summary for investors and lenders.
Approach to a defined set of investors and lenders who are active in the relevant sector, jurisdiction, and ticket range.
Support through indication and term sheet stages, including alignment with senior and existing financiers where applicable.
Possible sources of capital may include specialist infrastructure and energy funds, private equity and private credit investors, and institutions able to provide subordinated or structured facilities. Final outcomes depend on the project’s risk profile, documentation quality, and market conditions.
Fee Structure, Parameters, And Engagement Terms
The fee structure reflects the work required to review a complex project, define a viable structure, and run a focused engagement with potential providers of capital. The mandate is paid and capacity is reserved for projects that meet the profile described on this page.
Project size:
generally USD 30m to 250m+ in total capital cost.
Typical gap:
equity shortfall, subordinated tranche, VAT bridge, construction bridge, or similar last-mile requirement.
Engagement fee:
from USD 45,000 for projects in the USD 30m to 75m range; typically USD 60,000 to 100,000 for larger projects.
Success fee:
2 to 3 percent on new capital arranged under the mandate.
Payment method:
bank transfer only, against invoice. Work begins once the engagement fee is received.
Refunds:
the engagement fee is not refundable after analysis and structuring work has commenced.
Financely acts as a project capital arrangement platform through regulated partners and does not use its own balance sheet. Any financing outcome is subject to the independent assessment, approval processes, and capacity of third party lenders and investors.
Start A Project Finance Gap & Bridge Funding Mandate
If your project is approaching final investment decision with a defined capital shortfall and the characteristics described above, you can initiate a mandate on these terms. The engagement focuses on completing the capital stack for a single project by structuring the outstanding requirement and presenting it to appropriate capital providers.
Can this mandate support very early stage or concept level projects›
The mandate is intended for projects that are significantly advanced, with key permits, contracts, and financial modelling already in place. At concept or early development stage, the level of uncertainty is high and capital requirements are different. In such cases, a separate development-focused engagement would usually be more appropriate than this gap and bridge mandate.
How does this interact with existing senior lenders, ECAs, or DFIs›
Any proposed structure for the gap or bridge component needs to be compatible with the requirements of senior lenders and other existing financiers. As part of the mandate, the capital structure is reviewed in the context of intercreditor issues, security sharing, and covenant frameworks, and any outreach is conducted with those constraints in mind.
Is there any assurance that the equity gap or bridge will be fully covered›
No. The mandate is a best efforts process. It is designed to provide a clear structure, transparent information, and access to appropriate capital providers, but investment and lending decisions are made independently by those parties. Factors such as sector appetite, jurisdiction, risk allocation, and timing all influence outcomes.
Can fees be linked entirely to financial close without an engagement component›
The work involved in analysing the project, structuring the gap component, and preparing material for external review is substantial. An engagement fee is therefore always charged upfront, with a success fee applied when new capital is arranged. A purely success-based model is not offered under this standard mandate.
What information should sponsors expect to provide at the outset of the mandate›
Sponsors should be prepared to share a current financial model, key technical and environmental documentation, status of permits and approvals, details of revenue and offtake arrangements, term sheets or indications from senior lenders, and an overview of project company governance and shareholders. A clear and well organised data room supports the process and influences how external capital providers view the project.
Disclaimer: This page describes a paid mandate for project finance equity gap and bridge funding. It is not an offer of securities, not a public solicitation, and not a commitment to provide financing. Any facility or investment is subject to independent credit and investment approvals, KYC, AML, sanctions screening, legal documentation, perfected security where applicable, and available capacity of third party lenders and investors. Financely operates as an arranger through regulated partners and does not act as a bank, broker dealer, or fund manager.
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Submit your deal using oursecure intake form, and receive a quotewithin 1-3 business days. Existing clients can connect with theirrelationship managerthrough oursecure web portal.
All submissions arepromptly 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.
Trade Finance
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.
Access 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.
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reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized
proposal that supports your strategic investment objectives.
Financely 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.
Once 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.
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If you still have questions after visiting ourFAQandProcedurepages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.
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About Financely
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.
Request a Term Sheet
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.
Trade Finance
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
LCs and Confirmations
SBLC and Guarantees
AR/AP and Supply Chain
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.
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.Clickhereto download our brochure.