Why We Run CRE Capital Raises Through Lev

Why Financely Runs Every CRE Capital Raise Through Lev

Lev’s real‑time platform cuts weeks off commercial real‑estate debt and equity placements while heightening lender engagement and data control. Below we outline exactly how the technology fits our Wall Street discipline and why sponsors see faster closings, tighter spreads, and cleaner audit trails when Financely and Lev work in tandem.

Capital Markets Have Shifted—Process Now Decides Pricing

Rate volatility, shrinking bank balance sheets, and tighter underwriting standards changed commercial real estate finance. Lenders take longer to screen files, stakeholders demand granular analytics, and sponsors pay a premium for sloppy data. Winning the margin game starts with operational precision—before a term sheet lands.

Lev: A Purpose‑Built Operating System for CRE Capital Raising

Lev replaces fragmented emails, duplicate spreadsheets, and generic data rooms with a single platform engineered for institutional underwriting. From smart intake of rent rolls to automatic covenant red‑flagging, every feature resolves a real pain point in modern CRE finance.

01 · Digital Intake
Rent rolls, T‑12s, Argus exports, and sponsor summaries load once—Lev parses and tags every metric.
02 · Algorithmic Lender Match
Platform filters 5 000+ capital sources by deal size, asset, leverage, and past funding behavior.
03 · Data‑Room Launch
One NDA click opens a secure vault—every download and question is timestamped for audit.
04 · Term‑Sheet Matrix
Lev parses PDFs, extracts spreads, fees, covenants—Financely negotiates from a live comparison grid.
05 · Closing Workflow
Appraisal, title, legal, and insurance tasks sync through API. Timeline slippage is flagged instantly.
06 · Post‑Close Analytics
Loan docs sit in Lev for covenant monitoring—sponsors pull reports for lenders and LPs on demand.

Lev Benefits that Matter to Institutional Sponsors

Real‑Time Transparency

Dashboards show which lenders opened the data room, what they viewed, and when credit progressed. Sponsors see momentum and can escalate where interest lags.

Reduced Manual Input

Optical character recognition and API integrations lift data directly from source documents. Analysts focus on underwriting nuance—not re‑keying formulas.

Sharper Negotiation

Automated term‑sheet parsing surfaces hidden spread escalators, lock‑box clauses, and cash‑flow sweeps. Financely enters calls armed with empirical differences, not guesswork.

Compliance Confidence

SOC 2 Type II certification, AES‑256 encryption, and full audit logs satisfy institutional governance teams and public‑company auditors.

Measured Results Across Financely Mandates

Across dozens of CRE debt and equity raises processed through Lev, Financely records:

  • Term‑sheet volume: Triple the historical average within ten days of launch.
  • Execution speed: Credit‑approved term sheets in as few as seven days.
  • Spread improvement: Low‑double‑digit basis‑point reductions once competitive tension surfaces.
  • Admin hours saved: More than 70 % reduction in manual data entry and version control.

Questions Sponsors Ask Before Engaging

Is my lender network still valuable?

Absolutely. Lev adds data discipline; relationships still guide credit appetite. Financely blends both.

Does the platform handle equity syndication?

Yes. Family offices and funds review GP decks under the same NDA and analytics safeguards as lenders.

Will my data remain private?

Granular permissions and watermarked downloads ensure confidentiality. Only invited parties see your file.

How do fees work?

Lev access is built into our mandate—no separate user charge to you. Financely’s success fee applies only on funded capital.

Ready to streamline your next commercial real‑estate raise? Share your deck today—receive a curated lender slate inside 48 hours, delivered via Lev.

Request a CRE Capital Quote

About Financely

Financely advises mid‑market and institutional sponsors on debt, mezzanine, and equity raises for developments, acquisitions, and recapitalisations across North America and Europe. Our team couples capital‑markets insight with Lev’s technology to slash timelines and enhance pricing power.

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Submit Your Deal & Receive a Proposal Within 1-3 Working Days

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.

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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.

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Financely 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.

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Once 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.

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If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.