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.
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 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.
Dashboards show which lenders opened the data room, what they viewed, and when credit progressed. Sponsors see momentum and can escalate where interest lags.
Optical character recognition and API integrations lift data directly from source documents. Analysts focus on underwriting nuance—not re‑keying formulas.
Automated term‑sheet parsing surfaces hidden spread escalators, lock‑box clauses, and cash‑flow sweeps. Financely enters calls armed with empirical differences, not guesswork.
SOC 2 Type II certification, AES‑256 encryption, and full audit logs satisfy institutional governance teams and public‑company auditors.
Across dozens of CRE debt and equity raises processed through Lev, Financely records:
Absolutely. Lev adds data discipline; relationships still guide credit appetite. Financely blends both.
Yes. Family offices and funds review GP decks under the same NDA and analytics safeguards as lenders.
Granular permissions and watermarked downloads ensure confidentiality. Only invited parties see your file.
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 QuoteFinancely 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.
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.
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
here to download our brochure.
