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.
Commercial Real Estate capital is tighter, slower, and more sensitive to data quality than it was a few years ago. Credit committees want clean assumptions, consistent exhibits, and a clear story on cash flow and downside protection. That is why Financely runs our Commercial Real Estate debt and equity placements through Lev. Lev gives us a controlled operating system for intake, diligence access, lender engagement tracking, and term sheet comparison. Financely runs the underwriting, structure, and negotiation.
If you are evaluating options, start with our core Commercial Real Estate pages: Commercial Real Estate financing , private placements for Commercial Real Estate , and minimum equity required to buy Commercial Real Estate.
Rate volatility and tighter underwriting changed the screening process. Lenders spend more time validating rent rolls, expenses, capex assumptions, and sponsor execution risk. When the file is messy, pricing gets wider and timelines drift. When the file is clean, lenders move and they compete.
This is the same discipline we apply in capital stack work, including creative Commercial Real Estate financing for deals that need a layered structure to close an equity gap.
Lev replaces fragmented email chains and duplicated spreadsheets with a single deal workspace. We use it to keep documents consistent, control access, and run distribution with discipline instead of noise. You can review Lev’s security posture here: Lev security.
| Step | What Happens | Why It Matters |
|---|---|---|
| 1. Digital Intake | We load rent rolls, trailing twelve months operating statements, budgets, and sponsor materials into a structured workspace. | Credit teams want fast orientation. A clean intake avoids rework and prevents version drift. |
| 2. Underwriting Cleanup | Financely aligns assumptions, sources and uses, DSCR logic, and risk items so the file is credit-ready. | Good pricing starts with credibility. A weak file produces defensive lender terms. |
| 3. Targeted Distribution | We run controlled outreach to lenders and investors that fit asset type, leverage, and execution profile. | Precision improves term sheet quality. Spray and pray reduces leverage and wastes time. |
| 4. Controlled Data Room | NDA gated access, permissions by party, and a single source of truth for diligence documents. | Confidentiality and auditability matter to serious sponsors and institutional stakeholders. |
| 5. Term Sheet Comparison | We normalize spreads, fees, covenants, reserves, and control terms into an apples to apples view. | Hidden terms destroy economics. Comparison forces clarity and improves negotiation outcomes. |
| 6. Closing Workflow | We track third-party items like appraisal, title, insurance, legal, and lender conditions through a single checklist. | Most delays are condition management failures. A tracked workflow prevents drift. |
Sponsors can see momentum. The process shows who is reviewing the file and where diligence is stalling, so we can focus effort where credit interest is real.
Less spreadsheet chaos means fewer mistakes. Analysts spend time on underwriting nuance instead of re-keying the same numbers across versions.
Term sheets are rarely comparable out of the box. A clean comparison grid strengthens negotiating leverage and removes ambiguity on reserves, sweeps, and covenants.
Access control, audit logs, and structured diligence help sponsors meet LP expectations, partner oversight, and internal governance requirements.
Financely advises mid-market and institutional sponsors on debt, mezzanine, and equity raises for acquisitions, developments, and recapitalisations. Lev is the workflow layer. Financely is the underwriting, structure, and negotiation layer.
Yes. Relationships still matter. Lev improves speed, control, and clarity. Financely blends both to drive execution.
Yes. The same controlled access and diligence discipline applies to equity review. It is useful for funds, family offices, and institutional partners.
Controlled access is the point. We limit distribution, segment permissions, and keep a single source of truth instead of uncontrolled inbox forwarding.
Yes, if the documentation is real and the underwriting story makes sense. Smaller deals often benefit most because wasted time is more expensive for the sponsor.
If you have an acquisition, refinance, recapitalisation, or development transaction, submit your file for a fast feasibility review and an indicative capital plan.
Request A QuoteDisclaimer: This page is for general information only. It does not constitute legal, tax, regulatory, investment, or financing advice. Financely is not a bank or broker-dealer. Any financing is provided by regulated counterparties under their own licenses, approvals, and documentation and is subject to eligibility, KYC, AML, sanctions screening, and credit decisions. References to Lev are informational. Lev is a third-party platform and is not owned or operated by Financely.
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.
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.
