Financely Group is a capital advisory firm built for decision-makers who value speed, clarity, and disciplined execution. We operate at the intersection of private credit, structured finance, and corporate finance, supporting business owners, sponsors, and investors across cross-border situations where the details actually matter.
We were formed around a simple belief: good deals do not fail because “capital is scarce.” They fail because the story is unclear, the structure is weak, the documentation is messy, and the process is run like a hobby. Financely exists to bring rigor to that gap. We approach every mandate with an underwriting mindset, strong process control, and a bias toward outcomes that survive real diligence.
Our work is supported by an institutional-grade network of lenders, capital providers, and specialist counterparts, as well as relationships with legal, accounting, and compliance professionals where required. We do not sell dreams. We build credible transactions and run a professional process.
Disclaimer: Financely Group provides advisory and arranging services only. Financely Group is not a bank, does not accept deposits, and does not issue loans, guarantees, letters of credit, or standby letters of credit in its own name. Any financing is subject to third-party diligence and approvals, definitive documentation, collateral and security perfection, insurance requirements, and KYC/AML and sanctions screening, as well as all applicable laws and regulations. Nothing on this page constitutes legal, tax, accounting, or investment advice, nor an offer to sell or a solicitation of an offer to buy any security. Outcomes are not guaranteed.
If you are actively raising capital, refinancing, or preparing a transaction for lender or investor review, request a quote and we will revert with the right next step and a clear engagement path.
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, 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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