Projects stall when equity is below target, when DSRA and contingency are unfunded, or when EPC and OEM deposits are due ahead of senior draw. Permits, intercreditor terms, and EHS reviews add timing risk. A narrow gap can jeopardize NTP and raise the all in cost of capital.
Delayed notice to proceed, price escalations, missed delivery dates, and lender fatigue. Covenant headroom compresses and sponsors face renegotiation on inferior terms. Critical path items slip and contingency buffers erode.
CLOSE arranges capital that fits the cash needs of the construction calendar. Instruments include preferred equity to complete sponsor commitments, mezzanine behind senior debt with clear intercreditor terms, bridge facilities tied to milestone receipts or refinancing, and reserve funding for DSRA and contingency. Intake and document classification are AI assisted with human credit sign off. Execution runs through regulated counterparties. Where required, transactions are conducted under a broker dealer chaperone.
PPA, offtake, or availability payments with creditworthy counterparties. Tenor, indexation, curtailment, and termination provisions mapped to cash flows.
Fixed price EPC where possible, performance guarantees, LDs, and proven OEM track record. Independent engineer validates outputs and uptime.
Share pledges, asset charges, accounts control, DSRA, construction oversight, and step in rights aligned to intercreditor terms.
Terms are indicative and depend on jurisdiction, counterparties, permits, collateral, and market conditions.
Summary, permits status, EPC and OEM scope, revenue contracts, model, and sponsor profile. Binary read in three business days from a complete file.
Structure, tenor, pricing, covenants, security, and conditions precedent with a dated timetable to financial close.
KYC and AML, technical and legal diligence, environmental and social reviews, insurance, and intercreditor alignment. Approvals tracked in the portal.
Facility agreements, security package, accounts and controls, and reporting schedules. E signature and checklist completion.
Conditions precedent met. Funds flow per counterparty procedures with milestone based drawdowns and evidence of insurances.
Construction progress reports, covenant tests, DSRA status, and quarterly reviews inside CLOSE.
Provide sponsor details, permits and land status, EPC and OEM scope, revenue contracts, model, and timetable. Receive indicative terms and a dated plan to financial close.
Submit Your Deal on CLOSEFinancely Group provides advisory and arrangement services for professional counterparties through regulated partners. We are not a lender and we do not receive, hold, or transmit client funds. Participation is limited to accredited or professional counterparties where applicable. Transactions are executed through regulated institutions and, where required, under a broker dealer chaperone. All mandates are best efforts and subject to KYC, AML, sanctions, verification of materials, third party approvals, and market conditions. Minimum preferred transaction size is USD 10 million.
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, 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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