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.
Get Started With Financely
For business owners and acquirers pursuing private debtsubmit your deal for review. We revert within one working day with next steps and either a quote for our services.
The Financely team is principal-led: the principal runs every mandate from first call to close, and a dedicated deal team of senior specialists joins once the engagement is signed.
Specialists are selected for the commodity, structure and jurisdiction of each transaction, so the people working on your file have done this kind of deal before. Financely is an advisory and arranging firm, not a lender.
Level 1
Your mandateSigned engagement letter
Level 2
PrincipalLeads the mandate and is your single point of contact
Level 3
Structuring and creditCredit and debt advisoryRisk and research
Level 3
Trade and documentationTrade finance operationsAudit and analysis
Level 3
Modelling and CFOProject finance modellingCFO-level support
Level 4
Lenders, banks and collateral providersWe approach them, you close directly with the one you choose
Build a deal team
Pick a transaction type, or tap any specialism, to see who typically sits around the principal.
Principal
Principal
Leads every mandate personally and assembles the deal team after the engagement letter is signed.
Trade finance operations.
Specialists with up to 28 years across banking, commodity trading and shipping, covering documentary credits (MT700), SBLCs, guarantees, document checking and SWIFT messaging.
Credit and debt advisory.
Former bank credit and debt professionals from global banking and markets, power, utilities and infrastructure, and branch-level credit underwriting.
Project finance modelling.
Chartered Accountants and modellers with Big Four advisory backgrounds, building lender-grade models (DSCR, LLCR, debt sizing) for energy, power and infrastructure projects.
CFO-level transaction support.
Group and fractional CFOs experienced in capital strategy, M&A, borrowing base facilities, receivables finance and lender readiness.
Risk and capital markets research.
FRM-qualified analysts covering quantitative risk, lender mapping and funding strategy.
Audit and financial analysis.
Internal audit and risk specialists with hands-on experience in LC issuance and banker's acceptances.
Inside the specialist pool
Deal teams are drawn from a vetted pool of senior practitioners. We read every application in full and check senior profiles against their public professional records.
57applications reviewed in the latest intake
15met our bar for relevant transaction experience
10senior profiles verified against public records
01Structuring and creditStructured commodity finance
Former head of structured commodity and inventory finance at a global emerging-markets bank, with USD 1.5bn+ exposure across 20+ commodities, then group treasurer at a metals trader.
02Trade and documentationTrade and supply chain finance
30+ years in bank trade and supply chain finance across major US, UK and Canadian banks.
03Structuring and creditProject finance and syndication
Project finance and loan syndication at an investment bank and a Big Four firm, across 50+ infrastructure deals.
04Structuring and creditEnergy structured finance
Former head of oil and gas at a European bank's African subsidiary, on deals co-financed with development finance institutions.
05Trade and documentationTrader-side trade finance
Trade finance at two global commodity trading houses, including back-to-back LC structures.
06Trade and documentationLC, SBLC and UPAS
16 years handling LCs, SBLCs and UPAS structures at a South Asian commercial bank.
07Trade and documentationUCP 600 and documentation
Relationship manager at a global bank in China and UCP 600 trainer, CDCS-certified.
08Trade and documentationTrade operations
15 years in trade operations at two Middle East banks, CDCS-certified.
09Structuring and creditTrade product and compliance
Trade finance product manager at a major Indian bank, now an AML specialist in Dubai.
10Modelling and CFOCredit portfolio leadership
Former bank managing director who ran a USD 1bn loan book at a US bank.
Pool members' backgrounds include Standard Chartered, JPMorgan, Bank of America, HSBC, BMO, Société Générale, Wells Fargo, Arab Bank, ADCB, Habib Bank, ICICI Bank, SBI Capital Markets, KPMG, Trafigura and Glencore Agri. Profiles are anonymized and not linked to the institutions listed.
How a team is staffed
AssessmentThe principal reviews your request and sets the structure.
EngagementYou sign the engagement letter and the retainer starts the work.
Team assembledSpecialists are matched to your commodity, structure and jurisdiction.
ExecutionCredit package, lender outreach and support through to close.
Why names are not published
Our specialists work across several institutions and jurisdictions. To protect their privacy and our clients' confidentiality, we do not list names online. Engaged clients receive their deal team's credentials on request, as set out in their engagement letter.
Request a quote with your financing need, amount and timeline. We will assess the deal and send a proposal with the diagnosis, structure and engagement terms.
Financely is an advisory and arranging firm, not a lender or broker-dealer. Team composition depends on each mandate, and specialists are engaged on a transaction basis.
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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 ourimpersonation warning.
About Financely
Financelyadvises 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.
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.
Trade Finance
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
LCs and Confirmations
SBLC and Guarantees
AR/AP and Supply Chain
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.
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.Clickhereto download our brochure. Emailsupportdesk@financely-group.comfor general enquiries.Click hereto view the complete regulatory disclaimer.