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.
Transaction-Led Capital Advisory
A trade finance facility is only useful if it can be drawn, rolled, and settled without constant friction. That requires tight structure work before launch. We build the facility around the real trade cycle, not generic credit templates.
You can review the operating model in our process and service scope in our advisory coverage.
Draws against eligible receivables and inventory with advance rates, concentration limits, and control terms.
Documentary credit lines for purchase and shipment cycles, including tenor and reimbursement design.
Credit support layer for counterparties that require stronger payment security before performance.
Discounting and factoring pathways tied to debtor quality, dilution profile, and collection behavior.
Stock-linked lending with collateral control terms, inspection logic, and eligibility discipline.
Facilities shaped around shipment flow, offtake terms, and verified payment routes.
| Term Block | What We Define |
|---|---|
| Facility Type And Size | RCF, borrowing base, LC sublimit, accordion features, and hard/soft caps by asset class. |
| Eligibility Framework | Debtor criteria, ageing limits, concentration caps, inventory classes, and excluded assets. |
| Advance Rate Logic | Advance rates by collateral bucket with reserve mechanics and stress adjustments. |
| Tenor And Clean-Down | Roll periods, maturity profile, clean-down windows, and refinancing triggers. |
| Security Package | Lien scope, collateral perfection path, account control, assignment rights, and waterfall logic. |
| Covenants And Reporting | Financial tests, borrowing base certificates, audit rights, concentration alerts, and cure mechanics. |
| Pricing And Fees | Margin grid, utilization, commitment fees, LC issuance costs, and default pricing logic. |
| Conditions Precedent | KYC, legal pack, collateral evidence, insurance, and operational controls before first draw. |
We test trade cycle quality, collateral depth, and funding objective.
We draft facility logic, covenant map, and lender packaging plan.
Execution starts after written acceptance and initial fee settlement.
We prepare lender-facing memo, data room structure, and risk summary.
Proprietary AI and ML used for risk scoring and lender matching.
Targeted lender routing, feedback cycles, negotiations, and close support.
Companies with recurring shipment cycles and working capital pressure.
Teams needing borrowing base lines tied to inventory and receivables.
Buyers of raw materials that need LC capacity and cycle financing.
Mandated teams running live files with complete documentation.
No. We provide structuring and placement with external banks and lenders.
Yes, when the trade cycle, counterparties, and documentation can support a bankable file.
Yes. Many mandates require both blocks in one coordinated facility design.
Minimum requested size is usually USD 2,500,000, with stronger lender coverage above USD 3,000,000.
Yes, case by case, when repayment path and control terms are clear.
No. Timelines depend on file quality, borrower response speed, legal work, and lender committee flow.
Submit your live file for structure review, lender fit, and execution pathway.
Submit Your DealInformational content only. Services are provided on a best-efforts advisory and placement basis. No financing outcome is guaranteed. All mandates remain subject to underwriting, KYC and AML, sanctions screening, legal diligence, collateral review, and third-party approvals.
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.
