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.
Financely is a FinTech platform that helps post-revenue SMEs secure real debt offers, fast. If you need working capital, acquisition funding, or a senior secured facility backed by receivables, inventory, equipment, or property, we run a structured credit process across a large lender network and institutional capital partners, including credit funds and LP-backed platforms.
From underwriting and packaging to outreach, term sheet management, diligence, and closing coordination, we manage the end-to-end execution workflow that turns lender conversations into written terms and funded proceeds.
Financely operates a FinTech platform connecting post-revenue SMEs to a deep capital base across specialty lenders, credit funds, and LP-backed platforms. We run an end-to-end placement workflow, from underwriting and packaging to outreach, term sheets, diligence, and closing coordination, so qualified borrowers can move from “interest” to written terms and funded proceeds.
680+
Active Lenders
1,500+
Accredited Investors
Written term sheets, not vague “lender interest.” You receive lender-grade offers you can actually review, compare, and negotiate.
A lender-ready package built for approval. We convert your story into credit language: underwriting memo, sources and uses, collateral and security summary, and a clean, controlled data room.
A managed process that keeps lenders moving. We handle outreach, Q&A, and conditions so you are not chasing emails or guessing what the lender wants next.
Fit Screen and Document Checklist
We confirm eligibility, facility type, target size, collateral, and timeline. You receive a clear document checklist and data room structure so the process starts clean, not chaotic.
Engage and Start Underwriting (USD 9,850 Upfront)
Work begins once the flat USD 9,850 upfront fee is received. We underwrite the transaction and build a lender-grade package, including an underwriting memo, sources and uses, cash flow support, collateral and security summary, and a controlled data room.
Lender Mapping and Outreach
We match the request to appropriate lenders and LP-backed credit platforms, then run outreach with a structured narrative and complete package. We manage lender questions, follow-ups, and additional materials to keep momentum.
Term Sheets and Term Negotiation
We collect written term sheets, help you compare options, and manage the back-and-forth on structure, pricing, covenants, security, and conditions so you can choose the best executable offer.
Diligence and Closing Coordination
Once you select a term sheet, we coordinate the diligence workflow through funding: third-party reports (if required), lender compliance requests, legal documentation, collateral perfection, and closing items. Third-party costs required by lenders (appraisals, field exams, audits, legal, filings, insurance reviews) are paid separately.
Funding and Success Fee (2.5% of Proceeds Raised)
At funding, the success fee becomes due, fixed at 2.5% of the gross proceeds actually disbursed to you (including any staged fundings). Payable at the time proceeds are funded.
Starts underwriting, packaging, and lender outreach.
Calculated on the gross funded amount actually disbursed to you. Payable at funding.
If you have a live financing need, submit your financials and a one-page use-of-proceeds to start the review. If we confirm fit, we will issue an engagement letter and payment instructions.
The USD 9,850 engagement fee activates full execution: underwriting and lender-readiness feedback, a lender-grade package and controlled data room, targeted lender outreach across our network, term sheet collection and comparison, and diligence and closing coordination through funding.
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.
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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