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.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Effective Date:
December 6, 2021
Last Updated:
December 20, 2025
These Terms of Service (the "Terms") are a legally binding agreement between you and Financely (the "Company", "Financely", "we", "us", "our") governing your access to and use of any advisory services and any related website, portals, dashboards, forms, payment pages, and digital tools (the "Platform") and all associated advisory and platform services (the "Services"). By accessing the Platform, submitting an RFQ, booking a consultation, paying any fee, signing an engagement, or otherwise using the Services, you ( "Client", "you", "your") agree to these Terms.
Read This First: Financely is not a bank, not a deposit taking institution, not a direct lender, and not an issuing bank. We do not guarantee financing, approvals, pricing, timelines, or outcomes. All Services are best efforts only and depend on third party decisions and deal fundamentals. If you want a guarantee, do not use the Services.
Payment Rule: Fees are paid for professional time, analysis, packaging, and process work. Fees are not paid for outcomes. Unless a written engagement explicitly states otherwise, fees are non refundable.
The Services are intended for business and professional use. You confirm you are using the Services for commercial purposes.
If you use the Services on behalf of an entity, you represent and warrant you have full authority to bind that entity to these Terms and any Engagement Agreement. You are personally responsible for any breach if you lacked authority.
You represent and warrant that all information and documents you provide are true, accurate, current, and complete, including beneficial ownership, control persons, source of funds, transaction parties, and transaction purpose. You must promptly update any information that becomes inaccurate.
You represent and warrant that your requested Services and any related transaction are lawful and do not involve fraud, bribery, corruption, sanctions evasion, money laundering, terrorist financing, or any prohibited purpose.
Financely is an advisory firm. We are not a bank, not a direct lender, not an issuing bank, and not a deposit taking institution. We do not accept deposits and we do not hold client funds in custody unless explicitly stated in writing.
All Services are provided strictly on a best efforts basis. No result is promised. No financing, approval, pricing, timeline, or closing is guaranteed. Any decision by any Counterparty is outside our control.
Nothing we provide is legal, tax, accounting, regulatory, or investment advice. You must obtain your own independent professional advice before taking any action.
Unless explicitly agreed in writing, Financely does not act as a fiduciary and does not owe fiduciary duties to you. Financely does not have authority to bind you or to act as your agent.
You are responsible for maintaining the confidentiality of your credentials and for all activity under your account. Notify us immediately if you suspect unauthorized access.
We may suspend access to the Platform, pause Services, and withhold deliverables if we suspect fraud, policy breach, non payment, reputational risk, or legal or compliance risk. Suspension does not waive your payment obligations.
Disclaimer: This page is for general information only. It does not constitute legal, tax, accounting, investment, or regulatory advice. Financely is not a bank and does not provide loans directly. Financely provides best efforts advisory and arranging services. No financing is guaranteed. Any terms are subject to diligence, counterparty approvals, definitive documentation, and compliance screening.
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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