Project finance client reviews for Financely: bankable models, debt raises, bond placements, ECA-backed facilities, mezzanine layers, and syndicated term loans.
"Working with Financely changed how we approached funding our 150MW solar project. Their team structured a blended financing solution involving green bonds and multilateral participation that we could not get to on our own. From modeling through lender negotiations, the attention to detail was strong and the work held up in real diligence."
"We have worked with plenty of firms over the years, and Financely stood out for listening and tailoring the approach instead of forcing a template. They supported our $400 million infrastructure bond placement and kept momentum even in a volatile rate environment. Reliable execution and clear communication throughout."
"As a first-time developer on a large mixed-use project, raising project debt was intimidating. Financely walked us through the process step by step, negotiated better terms with the lender group, and kept us focused on what mattered for credit approval. The process was far less stressful than expected."
"Financely’s understanding of export credit agencies and political risk insurance made a major difference on our cross-border manufacturing expansion. Their structuring and ECA process guidance helped us secure an ECA-backed facility with terms we could actually execute. It unlocked a path forward when conventional bank appetite was limited."
"We had a tight deadline to refinance project debt ahead of maturity. Financely moved quickly, ran a competitive process with multiple banks, and helped us reduce the total cost of debt more than we expected. Solid management from mandate through closing."
"I was skeptical at first because plenty of firms overpromise. Financely delivered what they said they would: a mezzanine layer that bridged the gap between senior debt and equity and kept the deal on schedule. The structure fit the risk and the closing process stayed controlled."
"The model and sensitivity work gave our board and investors the confidence to approve the project. The outputs were lender-grade and held up under due diligence with limited rework, which saved time and prevented distractions late in the process. We appreciated how rigorous and practical the work was."
"Financely translated complex risks, including permitting, environmental conditions, and off-take dynamics, into a structure lenders could engage with. They helped us secure non-recourse debt for a mining project other firms had flagged as too difficult. Direct, practical problem-solvers."
"We valued how transparent Financely was on fees, timelines, and what would be required from us. Communication stayed consistent and clear, and we closed a senior debt raise for our $250 million multifamily development without last-minute surprises. We would engage them again."
"In a tough credit market with lenders pulling back, Financely still managed a term-loan syndication across multiple institutions. Their market knowledge and persistence kept the process moving when others lost momentum. It made the difference in getting to an executable outcome."
"Financely stayed involved through execution, not just high-level guidance. They supported us from teaser and data room preparation to Q&A management and negotiation through to closing on a private placement for sustainable agriculture projects. Strong follow-through and disciplined process management."
"We needed a partner that could bridge technical project realities with financing requirements. Financely understood the engineering constraints, the contracting points, and how lenders would underwrite them. The funding package they helped assemble improved our structure, cost, and flexibility."
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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