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.
Commercial Property Investors | USA, UK, Canada
Find the right asset, pressure-test the numbers, and receive an investor pack built for real decisions.
Deal packaging is not a brochure. It is a disciplined workflow that starts with your criteria, filters inventory, and then scrubs the economics until the return profile is defensible. The output is a complete investor pack that you can act on, not a vague summary.
We run this service across the USA, the UK, and Canada, using local partners where appropriate for surveying, legal work, finance, and management. You keep control. We keep the file clean.
We start by locking your acquisition criteria so the search is targeted. That includes asset type, location, budget, hold horizon, target return, risk tolerance, and any operating constraints you care about. If those inputs are fuzzy, everything downstream becomes guesswork.
We do not throw listings at you. We shortlist opportunities that can actually be underwritten, meaning there is enough data to validate the income story, the cost story, and the execution plan. If a deal cannot support basic diligence, it is not a deal. It is a distraction.
Every shortlisted property is subject to due diligence focused on the economics. We evaluate the full cost stack, not just headline price and rent. The objective is to determine if the deal can become a profit making asset after acquisition costs, operating costs, and improvement costs are recognised properly.
ROI is not a slogan. If the model does not include real costs and realistic timing, you will overpay. We build a return view that you can defend to a lender, an equity partner, or your own investment committee.
A property is not only today’s cashflow. We also research events that could affect the asset and the local market. Improvements to transportation links can lift pricing and rental demand. Oversupply, major competing developments, or zoning shifts can do the opposite. We capture these factors in the investment memo as risks and catalysts.
All findings are consolidated into a structured pack you can review and act on. This is designed to be readable, evidence based, and easy to validate. It is also designed to support financing conversations if you choose to use debt.
We work with third party specialists across the USA, the UK, and Canada. That can include legal counsel, surveyors, mortgage brokers, property management, contractors, and licensing support depending on the deal. You can use our recommendations or bring your own providers. Either way, the work remains coordinated around a single underwriting file.
Commercial real estate underwriting lead focused on acquisition economics, rent roll validation, operating expense scrutiny, and downside testing for lender and investor review.
Transaction packaging and diligence coordinator focused on building investor packs, managing third party diligence inputs, and keeping closing workflows disciplined across multiple jurisdictions.
Email supportdesk@financely-group.com with your criteria and location. If you already have a deal in hand, include the listing or heads of terms and any available tenancy and operating data.
Email Our TeamThis page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a real estate broker, does not provide legal services, and does not custody client funds. Any third party providers are independent and engaged directly by the client. All outcomes depend on available information, diligence findings, and executed definitive documentation.
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.
