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.
Add-backs are vague, unsupported, or mixed with run-rate assumptions. Buyers and lenders see this and step back.
The business “looks profitable” but cash conversion is weak. That becomes a purchase price fight, a lower leverage outcome, or both.
Missing statements, inconsistent dates, unclear naming, and no path from model numbers back to primary evidence.
The QoE firm asks, management answers late, and the buyer keeps adding requests. This pack puts a manager on the file.
| Category | Included In USD 12,500 | Not Included |
|---|---|---|
| Preparation | QoE readiness pack, normalization framework, evidence mapping, data room structure | Bookkeeping clean-up, audit services, tax return preparation |
| Coordination | Scoping and coordination with a partner QoE firm, workflow management, Q&A control | QoE report fees billed by the accounting firm under its own engagement |
| Outputs | EBITDA bridge, add-back support schedule, working capital narrative, lender-ready summary memo | Legal documents, securities filings, purchase agreement drafting |
| Timing | Rapid-start packaging once intake is complete and access is granted | Any timeline dependent on missing data, delayed responses, or third-party scheduling |
You provide the LOI and timeline, historical financials, latest monthlys, bank statements (where available), AR and AP summaries, and a capex and hiring plan if relevant.
We build the EBITDA bridge, tag add-backs that need evidence, and map the working capital story with the items that drive buyer questions.
We impose structure, naming standards, and a clean index. The aim is simple: a reviewer can tie numbers back to source documents without a call.
We coordinate the kickoff with a partner accounting firm if you want the QoE report itself, with scoping aligned to your debt and equity plan.
Financely is not an accounting firm and does not provide audit, tax, or attestation services. Where a QoE report is required, work is performed by a partner accounting firm under its own engagement, licensing, and professional responsibility. Financely does not lend and does not guarantee outcomes. All processes are subject to KYC, AML, sanctions screening, diligence, and independent counterparty approvals. This page is general information for commercial participants and is not legal, tax, or investment advice.
Fixed fee: USD 12,500 paid upfront for QoE readiness and coordination by Financely. QoE report fees are separate and billed by the accounting firm.
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.
