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.
AI Lender Match helps business owners, investors, and sponsors identify lenders that fit their deal profile without wasting weeks on cold outreach. Get a smarter starting point for acquisitions, commercial real estate, trade finance, and structured debt transactions.
Commercial real estate borrowers often waste weeks sending the wrong deal to the wrong lenders. The right platform can cut that down by helping sponsors identify likely lender fit earlier. The real value is not just access to names. It is access to lender fit, faster screening, and a cleaner route to live term sheets.
Some platforms are pure marketplaces. Some are data tools. Some sit closer to an actual capital advisory process. That difference matters. A borrower with a half-prepared file does not just need a search tool. They usually need packaging, structuring, and lender targeting as well.
Our view: Financely and AI Lender Match rank first because they combine lender targeting with transaction-led support. Lev ranks third here, not because it is weak, but because many borrowers need more than a platform. They need help getting the deal into lender-ready shape.
| Rank | Platform | Why It Stands Out |
|---|---|---|
| 1 | Financely And AI Lender Match | Best suited to sponsors who want lender matching plus packaging, structuring, and a more guided route into the market. Strong fit for borrowers who need more than a list of lenders. |
| 2 | Finance Lobby | A broad CRE financing marketplace with wide lender coverage. Useful when the objective is market breadth and high-volume lender reach. |
| 3 | Lev | A well-known CRE lender matching and workflow platform with a strong market presence. Useful for borrowers and brokers who want data-led matching and process support inside a dedicated CRE environment. |
| 4 | RealAtom | Built around borrower, broker, and lender engagement. Good for faster deal circulation and lender response workflows. |
| 5 | StackSource | Focused on matching debt and equity sources to specific project types using sponsor, property, and market data. |
| 6 | FinLoop | A digital marketplace approach with application workflow tools and lender comparison features. |
| 7 | Haus Lending | Useful for borrowers and private lenders looking for direct interaction in a more lead-driven environment. |
| 8 | Revere | A more curated network model that can help owners, operators, developers, and lenders connect around live opportunities. |
| 9 | Real Capital Markets | Known as a broader listing and market exposure platform for debt and equity opportunities, particularly for larger situations. |
| 10 | Capitalize.io | Useful for quick market scans and loan option comparisons when a borrower wants to review multiple lender routes quickly. |
Most borrowers do not lose time because there are no lenders in the market. They lose time because the deal is packaged badly, the outreach is unfocused, or the lender list has nothing to do with the actual structure. Financely and AI Lender Match solve for that by combining lender discovery with transaction logic.
That matters in commercial real estate because deal type changes everything. Bridge debt, acquisition financing, refinance, construction loans, mezzanine, preferred equity, and value-add multifamily all get screened differently. The borrower who sends the same deck to everybody usually gets ignored.
Reality check: no platform closes a weak deal. If the sponsor profile is weak, the property story is thin, or the file is incomplete, the lender match will not save it.
Real transactions start with a lender-ready package. That means sponsor information, property details, rent roll or operating history where relevant, debt ask, use of proceeds, business plan, and a credible exit or takeout path. From there, lenders review fit, issue indicative terms if interested, and move into diligence.
That diligence usually covers legal, technical, valuation, sponsor strength, collateral, and repayment. A matching platform can help shorten the front end. It does not replace underwriting, appraisal review, legal documentation, or credit approval.
If you have a live commercial real estate deal and want help targeting lenders that actually fit the structure, Financely can help package the transaction and direct it to the right funding channels.
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.
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.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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supportdesk@financely-group.com for general enquiries.
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