rivate Credit Origination Services Launch in 14 Days: Step-by-Step Setup Guide

Private Credit Origination Services Launch in 14 Days: Step-by-Step Setup Guide

When your fund needs deal flow now, waiting weeks for an origination desk isn’t an option. Our proven Private Credit Origination Services get you live in 14 days—blending AI screening, CRM workflows and human pre-qualification to start generating qualified leads immediately.

Why a 14-Day Launch Matters

  • Funds with >$50M AUM lose out on strong credits if origination lags.
  • Market windows shift quickly—first-to-market wins more mandates.
  • Fast setup cuts your time-to-term-sheet by up to 50%.

Step-by-Step Setup Guide

  1. Day 1–3: Form Submission Complete our intake form with fund details, target sectors and AUM. (No call until you’re retained.)
  2. Day 4–6: Technical Integration We connect your CRM, configure AI/ML screening models and build live dashboards.
  3. Day 7–9: Agent Onboarding Dedicated origination agents train on your criteria, outreach scripts and pre-qualification workflows.
  4. Day 10–12: Workflow Testing Pilot emails, calls and automated sequences run; we refine based on response rates and data quality.
  5. Day 13–14: Full Launch Your origination desk goes live—AI screening, CRM workflows and human calls all active. Weekly performance reporting begins.

Dedicated Support Levels

  • Leads/Month: 20–30 (Base), 40–50 (Growth), 60+ (Enterprise)
  • Pre-Qual Agents: 2 (Base), 4 (Growth), 6 (Enterprise)
  • Response SLA: Lead follow-up within 12 hours
  • Strategy Sessions: Weekly check-ins (Base), twice-weekly (Growth), daily (Enterprise)
  • Reporting: Real-time dashboard plus monthly review

Ready to activate your Private Credit Origination Services in two weeks? Fill out the form now, settle the setup fee, and launch a full-service desk with AI, CRM and live agent support.

Complete the Intake Form

Key Benefits

  • Immediate pipeline: generate qualified leads from day 14 onward
  • Blend of technology and live outreach boosts conversion
  • Scalable support as your fund grows and deal volume rises

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

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.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

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.

Trade Finance

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.

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Project Finance

Access 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.

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Acquisitions

Secure 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.

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For Banks

Financely 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 Request

Once 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.

Still Have Questions? Schedule a Consultation

If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.