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 Real Estate
What this really takes: Private capital is not a vibe. It is a controlled process: a financeable deal, a clean data room, a compliant outreach plan, and terms that match market reality.
If you are still assembling basics like rent roll, trailing financials, capex scope, and a credible exit plan, pause and fix the package first. Investors do not fund uncertainty.
In multifamily, “private capital” usually means equity or structured capital sourced from high net worth investors, family offices, and sponsor-aligned capital partners. It is often paired with senior debt from banks, agencies, or private lenders. If you want to see how we approach capital stacks and lender readiness, start with our Commercial Real Estate financing services and our procedure.
Reality check: Most raises fail for two reasons. The deal is not underwritten tightly enough, or the sponsor tries to “sell” without giving investors verifiable information.
Investors do not want a story. They want proof. Before you ask for a dollar, assemble the minimum package that lets a serious investor run a real underwriting pass.
Your package should be simple, lender-friendly, and consistent. If the numbers in your deck do not match the model and the sources and uses, you lose trust fast. If you want examples of how we structure engagement formats (with redacted details), see our case studies.
| Deliverable | What it needs to answer | What investors check first |
|---|---|---|
| One-page summary | What is being bought, why now, and how returns are created | Basis, leverage, capex, and exit assumptions |
| Investment memo | Business plan, risks, mitigants, governance, timeline | Downside case and sponsor decision-making discipline |
| Model and sources/uses | Cash flow drivers, capex timing, debt sizing, distributions | Rent growth, expense load, reserves, DSCR sensitivity |
| Data room | Primary docs, leases, operating proof, third-party reports | Consistency and completeness with no missing basics |
Multifamily raises are not one-size-fits-all. The right structure depends on leverage, stabilization status, capex intensity, and how tight your timeline is. A disciplined approach is to pre-define what you are offering and what you will not offer. That removes wasted conversations.
If you are raising in the United States, private offerings are commonly run under Regulation D frameworks and investor eligibility standards. If you want a practical service view of how private placements are packaged and supported, see our Regulation D capital raising services. For primary references, review the SEC’s Regulation D overview and Investor.gov’s explainer on accredited investors.
Do not improvise: Marketing language, who you contact, and how you present the opportunity can create compliance risk. Run the raise with a clear framework and professional review.
The cleanest raises feel boring. You target the right investor types, track feedback, and keep terms and documents consistent. If you want to see how we sequence underwriting and outreach, read how it works and the FAQ.
Closing is not the finish line. Post-close reporting and discipline decide whether you can raise again fast. Set a reporting cadence, define material event triggers, and keep reserves and covenants visible.
If you have a live acquisition or a defined target and you want a disciplined path to executable terms, submit the deal for review. We work from documents, controls, and market feedback.
Apply For A QuoteDisclaimer: This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Nothing here is an offer or solicitation to buy or sell securities. Financely is not a bank or a registered broker-dealer. Where a regulated intermediary is required, engagements are coordinated with appropriately licensed firms. Any financing outcome is subject to diligence, compliance screening (including KYC, AML, and sanctions), counterparty approvals, and definitive documentation.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
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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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