Guarantee Exception

Refund Guarantee: Pitch Deck, Credit Memo & Lender Outreach

Effective Date: 1 January 2026.

This guarantee serves as a specific exception to our standard Refund Policy and applies exclusively to the Lender Pitch Deck & Credit Memo Preparation & Outreach Package.

1) The Quality & Viability Promise

Securing structured debt requires institutional-grade collateral. We stand behind our underwriting, financial modeling, presentation structuring, and lender targeting. When you pay the engagement fee, you are paying for institutional standards and market viability.

If we complete the initial drafting of your pitch deck and credit memo and either of the following occurs, we will refund your fee in full:

Quality Failure

The delivered materials do not meet the structural and financial standards expected by institutional private credit funds.

Placement Unviability

Upon finalizing the collateral, our internal team determines that your transaction cannot be successfully placed into our active lender network due to market conditions or asset class restrictions.

2) When the Guarantee Expires

This guarantee is designed to protect your capital during the preparation phase. It expires permanently the moment you approve the final pitch deck and credit memo and instruct us to begin the Lender Outreach Campaign.

Once our team initiates contact with our lender network, syndicates, or funds on your behalf, the milestone is triggered, and all fees become strictly non-refundable in accordance with Section 3.4 of our master Engagement and Refund Policy.

3) Client Obligations & Exclusions

Financely can only execute successfully with decision-grade inputs. To maintain eligibility for this refund guarantee, the client must operate in good faith and actively fulfill the following obligations throughout the preparation phase:

  • Timely Provision of Data: Provide complete, accurate financial data, pro forma projections, use of funds breakdowns, and corporate documentation within the requested timeframes.
  • Full Disclosure: Disclose all material facts that could impact creditworthiness, counterparty acceptance, or compliance.
  • Decision-Maker Availability: Maintain an available authorized decision-maker to review drafts, approve the collateral package, and authorize the outreach campaign.

Guarantee Exclusions: This guarantee is immediately voided, and no refund will be issued, if:

  • The client provides fabricated, misleading, or materially inaccurate financial data or documentation.
  • The transaction involves undisclosed regulatory, legal, or sanctions violations (KYC/AML failures).
  • The client abandons the engagement by failing to respond to necessary information requests for 30 consecutive days during the preparation phase.

4) Third-Party Costs

In the rare event that specialized third-party costs (such as localized legal translation or external appraisals) are required and approved by you during the preparation phase, those direct costs remain strictly non-refundable once incurred.

Standard Engagements

For all other advisory mandates, retainers, and success-based engagements not explicitly covered by this specific package guarantee, please review our overarching terms.

View Master Refund Policy

Disclaimer: This service-specific refund guarantee is for commercial clarity regarding the Lender Pitch Deck & Credit Memo Preparation & Outreach Package only and does not constitute legal advice. Financely does not provide legal services. Financely is not a bank and does not issue financial instruments or provide credit. All services are provided on a best efforts basis, subject to KYC and AML review, sanctions screening, counterparty requirements, and third party decisions.