Serious projects do not fail because the idea is weak. They fail because the capital stack is thin, the risk allocation is unclear, or lenders do not see a bankable case. Financely Group works with sponsors, developers and corporate owners who already have real projects, equity at risk and a closing timeline, but need structured credit and capital raising support to secure the right mix of debt and equity.
This page sets out how our structured credit and capital raising advisory works, which types of mandates we focus on, and what qualified clients can expect when they retain us to design the capital structure and coordinate funding.
Financely Group focuses on mid market and upper mid market mandates where there is already substance. Typical clients include:
We work with post revenue businesses or project SPVs with defined contracts and development status, not early stage concept notes.
Capital stacks for Commercial Real Estate, logistics, data centers, renewables and social infrastructure often blend senior secured loans, mezzanine tranches and preferred equity. We design structures that match loan tenor and amortisation to contracted cash flows, while preserving sponsor economics and keeping covenant banks on side.
Mid market corporates and acquirers need reliable capital for M&A, capex and growth. We help arrange senior debt, unitranche and mezzanine structures alongside equity and co investment capital, with repayment profiles built around realistic free cash flow rather than wishful thinking.
For companies with strong receivables, inventory or equipment, we structure borrowing base facilities, receivables finance and inventory backed lines. Eligibility criteria, concentration limits and reporting are defined upfront so that lenders can scale commitments as the business grows.
Producers and traders need funded solutions that align with physical flows, offtake contracts and storage. We support the design of pre export, pre payment and inventory finance structures that satisfy trade finance credit teams and give sponsors predictable liquidity across cycles.
Every mandate is different, but most successful capital stacks combine several instruments. Our advisory work covers:
Core funding for projects and acquisitions is usually provided by senior lenders. This may be a single bank, a club of banks or private credit funds. We help align leverage, pricing, covenants, security packages and reserves with the underlying asset and cash flow profile, so that credit committees can support the structure.
When senior leverage caps out before the sponsor’s target, mezzanine and second lien facilities can bridge the gap. We structure subordination, intercreditor terms, payment in kind features and equity kickers so that the risk reward balance works for both senior and junior lenders and does not strangle the project.
In real assets and platform deals, preferred equity and joint venture structures provide patient capital without surrendering operating control. We support the design of distribution waterfalls, voting rights, performance hurdles and exit mechanics that keep sponsors incentivised while addressing investor protection.
For operating companies with solid customer bases, receivables and inventory can support sizeable lines. We define borrowing bases, monitoring, audit rights and cash dominion features in a way that satisfies asset based lenders and still allows management to run the business without permanent emergency mode.
Infrastructure and long life energy projects need non recourse or limited recourse structures. That often involves export credit agencies, multilaterals and long tenor lenders. We help sponsors present clear risk allocation across construction, ramp up and operations, with credible technical, legal and insurance frameworks.
Many good projects stall because sponsors underestimate the level of detail professional lenders and investors require. Before a serious process begins, most will expect:
Our job is to take scattered information and turn it into a coherent file that a credit officer or investment committee can process without guessing.
Financely Group acts as advisor and arranger through regulated partners. We are not a bank and we do not market fantasy “platforms.” A typical mandate follows five stages.
We review a short project note, basic financials and sponsor profile to confirm whether the case fits our capital provider base. If there is a match, we agree a clear scope of work, mandate letter and retainer so expectations on both sides are precise from day one.
We work with the client to define leverage levels, mix of instruments, pricing ranges, covenants and security. In parallel we prepare or refine the information memorandum, investor or lender presentation, term sheet outline and supporting schedules based on the financial model and contracts.
Once the file is ready, we approach a focused group of banks, private credit funds, infrastructure or real estate lenders and equity providers whose mandates match the sector, jurisdiction, ticket size and risk profile. There is no mass email blast and no public listings. Every approach is deliberate.
We coordinate clarifications, requests for additional data and indicative terms. The goal is to narrow down to a small number of actionable options rather than a stack of meaningless soft quotes. We then support both client and capital providers through deeper due diligence and documentation.
Once the client selects a preferred route, we assist with negotiation of final terms, coordination with legal, tax and technical advisors and management of conditions precedent through to funding. For repeat sponsors, we often help shape scalable frameworks instead of one off deals.
To protect both clients and capital providers, we apply minimum thresholds for structured credit and capital raising advisory:
Clients retain us for structured credit and capital raising because:
If you are a sponsor, developer or business owner with a defined project, a signed acquisition or a clear growth plan and you need structured capital above USD 20 million, a focused advisory mandate can save months of unproductive outreach and rejections.
Share your project details, financials and target timeline with our team. We will review the case and confirm whether it fits our structured credit and capital raising remit.
If you have a real project, committed equity and a clear funding requirement, our team can help design the capital stack and coordinate a professional funding process through regulated partners.
Contact Financely GroupDisclaimer: This page is for professional and wholesale audiences only and does not constitute investment advice, an offer of securities or a commitment to arrange financing. Financely Group acts as advisor and arranger through regulated partners and is not a bank, lender, broker dealer or fund manager. Any transaction is subject to independent underwriting, KYC, AML, sanctions screening, legal documentation, perfected security where applicable and approvals by the relevant institutions.
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.
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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