We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Project Finance Documentation
A project finance underwriting memo is not a pitch deck. It is a credit document written in lender language that explains how a project works, how it makes money, how risks are mitigated, and how a lender gets repaid.
Financely prepares memo-grade underwriting packages for sponsors seeking project debt. These memos are used to drive real credit committee decisions, not casual feedback.
An underwriting memo is a structured credit narrative that allows a lender to evaluate a project without reverse-engineering a pile of attachments. It distills technical, legal, and financial diligence into a single decision document.
Simple truth: if a deal cannot be explained cleanly in a memo, it is not ready for lender review.
| Section | What Lenders Expect |
|---|---|
| Executive Summary | Project description, size, location, capital stack, and financing request |
| Project Overview | Technology, scope, development status, and timeline |
| Revenue Model | Contracts, offtake or PPA, pricing, tenor, and counterparty strength |
| Construction | EPC structure, budget, contingency, and completion risk |
| Operations | O&M plan, costs, and performance assumptions |
| Financial Model Summary | Base case, downside case, DSCR, sensitivities |
| Capital Stack | Senior, mezzanine, junior, and equity |
| Risk Matrix | Key risks and mitigants |
| Collateral And Security | Security package and lien structure |
| Sponsor Profile | Track record and financial capacity |
Committees do not read raw data rooms. They read summarized risk.
A clean memo reduces back-and-forth and accelerates term sheet issuance.
Lenders compare deals across their portfolio using memo structure.
The memo explains how the lender exits if something breaks.
Most project lenders expect a comprehensive security package built around an All-Asset Lien Packages framework at the project company level, plus step-in rights and control agreements.
Financely is a transaction-led capital advisory desk. We do not write academic reports. We prepare underwriting memos designed to support real placement.
For firm-level process context, see What We Do.
If you have a defined project and preliminary model, submit your deal. We will assess feasibility and outline memo and placement scope.
Submit Your DealProjects get financed when risk is explained clearly and mitigated credibly. The underwriting memo is where that happens.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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supportdesk@financely-group.com for general enquiries.
