Whether it’s securing trade finance for international transactions, funding a cutting-edge real estate development, or acquiring a growing business, we bring clarity to complex financial scenarios. Our team doesn’t just crunch numbers; we assess the risks, balance the opportunities, and support your goals with a steady hand. You’ll benefit from our deep understanding of how deals are structured, as well as from our strong relationships with leading banks and financial partners.
Whether you’re seeking support for trade finance, funding a major project, acquiring commercial real estate, or expanding through business acquisitions, our underwriting services are tailored to provide clarity and confidence. Explore how we assist in each domain.
Our trade finance underwriting services support global trade by providing secure payment structures and ensuring smooth transactions. We evaluate purchase orders, supplier contracts, and creditworthiness to help you mitigate risks and unlock working capital. From letter of credit arrangements to supply chain financing, we ensure you’re positioned to deliver.
For large-scale infrastructure, renewable energy, or industrial ventures, our underwriting process ensures that every project component is financially viable. We assess SPV structures, revenue models, and key contracts such as PPAs and EPC agreements. Our expertise in project finance guarantees that you secure non-recourse funding backed by robust financial projections.
Navigating the complexities of real estate transactions requires precise underwriting. We evaluate asset valuation, projected cash flows, and financing structures to help you secure funding for acquisitions, developments, or refinances. Our network of lenders ensures you access competitive financing terms tailored to your project’s goals.
Expanding your portfolio through acquisitions? Our underwriting services assess the financial health, operational viability, and integration potential of target companies. From due diligence to financing structures, we help you make informed decisions and secure the capital needed to grow strategically.
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, engagement 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. When a mandate involves the purchase or sale of securities and a registered intermediary is required, all orders are introduced to and executed by a U.S. broker-dealer registered with the SEC and FINRA, acting as “chaperone” under SEC Rule 15a-6 (17 C.F.R. § 240.15a-6). Nothing here constitutes an offer, solicitation, or recommendation to buy or sell any security. Before proceeding, read our Terms of Service to confirm that engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate aligns with your legal and regulatory requirements.In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction. Click
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