Businesses need funding, and investors are looking for structured opportunities. Financely structures trade finance, project finance, and business acquisitions into investable securities—so capital moves where it needs to go.
Access institutional liquidity by securitizing receivables, inventory, or structured cash flows, overcoming working capital constraints.
Reduce leverage and improve financial ratios by transferring assets to an SPV, ensuring bankruptcy remoteness and credit enhancement.
Trade finance-backed securities allow structured repayment via transaction flows, ensuring minimal credit risk exposure.
Offer senior, mezzanine, and junior tranches to attract different investor risk appetites, optimizing cost of capital.
Enable secondary market liquidity and fractional ownership by tokenizing structured notes on institutional blockchain platforms.
Issuance structured in compliance with Basel III/IV, IFRS, and MLETR, ensuring full investor confidence and legal enforceability.
Gain structured access to trade finance, project finance, and private credit markets, providing yield beyond traditional fixed income.
Trade finance notes and structured private debt instruments exhibit low correlation with public markets, reducing portfolio volatility.
Invest in securitized notes backed by short-term trade finance flows, ensuring predictable repayment schedules and reduced duration risk.
Each issuance undergoes AI-driven credit scoring, third-party rating evaluations, and KYC/AML compliance checks.
Capitalize on global trade finance gaps by investing in structured credit notes with risk-adjusted premium spreads.
Tokenized debt securities allow real-time settlement, secondary market access, and immutable record-keeping on the blockchain.
Liquidity isn’t distributed evenly. While large corporations tap into deep capital markets, mid-sized firms, emerging markets, and specialized sectors face structural financing gaps.
Traditional lenders hesitate due to regulatory capital constraints, risk-weighted asset limitations, and rigid underwriting criteria. This leaves high-quality borrowers stranded—not because they lack fundamentals, but because banks aren’t structured to serve them.
This is where structured credit and securitization step in. Financely’s Securitization as a Service transforms private debt into investable securities, channeling institutional capital into markets where liquidity is limited but demand remains strong.
Borrowers secure financing without diluting ownership or accepting restrictive debt covenants, while investors gain access to yield-generating, uncorrelated private credit opportunities that traditional fixed income fails to offer.
Market inefficiencies create pricing dislocations—arbitrage opportunities where trade finance, venture debt, and structured notes can deliver superior risk-adjusted returns. Financely provides the infrastructure to bridge these inefficiencies, ensuring capital moves where it is most productive, most needed, and most profitable.
$400M+
Issued in Structured Notes
10+
Jurisdictions covered for SPV formations.
3-7%
Typical yield premium over public fixed income.
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.
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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