Lender-Facing Transaction Preparation
We review the financing request, identify the core credit proposition and organize the information lenders need to evaluate the opportunity efficiently.
Structured Lender Outreach for Business Financing
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Structured Debt Execution
Structured Lender Outreach
Put a financeable debt opportunity in front of relevant banks, private credit funds, specialty lenders, trade finance providers and other institutional credit counterparties.
Financely manages the lender outreach process for companies, sponsors, acquirers and asset owners that already have a defined financing requirement and need disciplined distribution to the credit market.
We prepare the lender-facing transaction, identify relevant counterparties, execute direct outreach, manage lender responses, coordinate follow-up and support the transaction through indicative terms, diligence and closing discussions.
Structure → Target → Outreach → Execute
Get the Transaction in Front of the Right Credit Counterparties
A financing process needs more than a spreadsheet of lender names. The transaction has to be positioned correctly, routed to the right credit teams, followed up consistently and managed through the commercial and underwriting questions that determine whether a lender proceeds.
Mandate Scope
What Structured Lender Outreach Includes
Financely operates as the transaction execution layer between the borrower or sponsor and the relevant institutional lending market. The objective is to create an organized lender process rather than rely on isolated introductions.
Relevant Lender Identification
We build a targeted counterparty universe based on facility type, transaction size, geography, industry, collateral, tenor and credit characteristics.
Direct Lender Outreach
Financely distributes the transaction to selected banks, private credit funds, specialty lenders and other relevant credit counterparties.
Active Response Management
We manage lender questions, requests for additional information, follow-up discussions and internal routing across the outreach process.
Term-Sheet Comparison
Where multiple lenders engage, we help compare pricing, leverage, tenor, collateral, covenants, amortization and execution requirements.
Closing Coordination
We remain involved as the transaction progresses through diligence, commercial negotiation, credit approval, documentation and closing coordination.
Credit Markets
Transactions Suitable for Lender Outreach
The service can be used across a wide range of structured debt requirements where the borrower has an identifiable transaction and requires access to a broader institutional lender universe.
Structured Trade Finance
Commodity finance, borrowing bases, pre-export finance, receivables, inventory and transactional working capital.
Project Finance
Energy, infrastructure, renewable power, storage and other asset-backed development or operating projects.
Acquisition Finance
Senior debt, unitranche, private credit and bespoke acquisition financing for corporate and sponsor-led transactions.
Commercial Real Estate
Acquisition, development, bridge, refinancing and structured commercial property debt.
Working Capital
Revolvers, asset-based facilities, receivables facilities and other corporate liquidity structures.
Private Credit
Bespoke non-bank debt for companies requiring flexible structures outside conventional bank lending.
Specialty Finance
Financing against contracted receivables, specialty assets, recurring cash flows and structured collateral pools.
Refinancing
Replacement or restructuring of existing debt where a wider lender process may improve available financing options.
Outreach Is an Execution Process
Sending a transaction to lenders is only one part of the mandate. Institutional debt placement requires the financing request to reach the correct desks, survive initial screening, answer underwriting questions and maintain momentum through multiple internal credit stages.
We assess which lender categories are aligned with the transaction rather than distributing indiscriminately.
Outreach is directed toward relevant credit, origination, structured finance or investment professionals.
We coordinate lender questions and borrower responses so that interested counterparties receive the information required to advance.
Financely manages follow-up, lender engagement and next steps throughout the active financing process.
Counterparty Universe
We Match the Transaction to the Appropriate Lender Type
Different credit providers underwrite different risks. The lender universe is built around the actual transaction rather than a generic database.
| Lender Category | Relevant Transactions | Typical Credit Focus |
|---|---|---|
| Commercial Banks | Corporate facilities, working capital, trade finance and conventional secured lending. | Cash flow, collateral, leverage, banking history and credit quality. |
| Private Credit Funds | Acquisition finance, growth debt, refinancing and bespoke corporate facilities. | EBITDA, enterprise value, downside protection, leverage and repayment. |
| Asset-Based Lenders | Receivables, inventory, equipment and borrowing-base facilities. | Eligible collateral, advance rates, controls and liquidation value. |
| Trade Finance Providers | Commodity trades, receivables, inventory, pre-export and structured trade facilities. | Transaction mechanics, counterparties, goods, cash conversion and collateral control. |
| Project Finance Lenders | Energy, infrastructure, renewable energy and contracted projects. | Project cash flow, contracts, sponsors, construction risk and debt service coverage. |
| Specialty Finance Funds | Complex assets, niche collateral, contractual cash flows and non-standard financing requirements. | Asset economics, structural protections and transaction-level downside protection. |
Distribution File
What We Need Before Approaching Lenders
A lender outreach mandate works best when the financing requirement can be explained with enough precision for an institutional credit team to make an initial screening decision.
| Area | Information |
|---|---|
| Borrower | Legal entity, ownership, operating history, management and jurisdiction. |
| Financing Request | Facility amount, currency, tenor, purpose, desired structure and timing. |
| Financials | Historical financial statements, management accounts, projections and relevant operating data. |
| Repayment | Identifiable source of debt service and repayment under the proposed facility. |
| Security | Available receivables, inventory, real estate, equipment, contracts, guarantees or other collateral. |
| Transaction Documents | Contracts, purchase orders, project documentation, acquisition materials, asset schedules or other transaction-specific information. |
Procedure
Four-Step Structured Lender Outreach Procedure
Routine transactions can often move through initial lender distribution and market feedback within the broader execution period of approximately 45 days, although timing depends on transaction complexity, lender diligence and borrower responsiveness.
Review the transaction, organize lender-facing information, identify weaknesses and establish the proposed financing parameters.
Build and prioritize a lender universe based on credit profile, facility structure, geography, sector, size and collateral.
Approach relevant counterparties, manage introductions, answer initial screening questions and coordinate information requests.
Manage lender engagement, compare proposals and coordinate the commercial process through diligence, documentation and closing.
Qualification
Transactions We Want to See
Suitable Mandates
- Defined debt requirement and use of proceeds
- Identifiable borrower or project company
- Financial information available for lender review
- Credible repayment source
- Commercially supportable transaction structure
- Management available for lender diligence
- Willingness to provide KYC, AML and beneficial ownership documentation
- Management prepared to engage seriously with institutional lenders
Not Ready for Outreach
- No defined financing requirement
- No financial statements or transaction documentation
- No credible repayment source
- Unclear or undisclosed beneficial ownership
- Requests based only on hypothetical future transactions
- Borrowers unwilling to complete institutional diligence
- Requests requiring guaranteed approval or guaranteed financing
- Mandates where the client expects the advisory team to work at risk without an engagement fee
Pricing
One Structured Lender Outreach Mandate
The mandate fee covers the work required to prepare, distribute and actively manage the financing opportunity across the relevant lender market.
Structured Lender Outreach
Financely acts as the execution partner for the lender placement process. This is not a lender list, automated database search or one-off introduction service.
- Financing requirement review
- Transaction positioning
- Lender universe construction
- Direct lender outreach
- Follow-up and lender communication
- Information-request coordination
- Indicative term and term-sheet management
- Commercial negotiation support
- Execution coordination through the financing process
Put Your Financing Requirement Into the Market
Submit the borrower, amount, use of proceeds, requested structure, financial profile and available collateral. If the transaction is suitable for structured lender outreach, Financely will provide the engagement documentation required to begin execution.
Structured Lender Outreach FAQ
What is structured lender outreach?
Structured lender outreach is an organized debt placement process in which a financing requirement is prepared, matched with relevant credit providers, distributed to selected lenders and actively managed through lender feedback, diligence and commercial discussions.
How much does the mandate cost?
The Structured Lender Outreach mandate fee is US$10,000, payable upfront when Financely is formally engaged.
What exactly does the US$10,000 fee cover?
The mandate covers transaction review, lender positioning, lender mapping, direct outreach, follow-up management, coordination of lender questions, term-sheet comparison, negotiation support and execution coordination during the financing process.
Is this just access to a lender database?
No. Financely does not sell lender lists. The mandate is an active transaction execution service in which the financing opportunity is positioned, distributed and managed with relevant credit counterparties.
Does Financely contact lenders directly?
Yes. Outreach is conducted to selected institutional counterparties that may fit the transaction, including banks, private credit funds, trade finance providers, asset-based lenders, project finance lenders and specialty finance firms.
Can you guarantee that a lender will issue a term sheet?
No. Lenders make independent credit decisions. Financely manages the structuring and outreach process but cannot guarantee lender interest, credit approval, pricing or closing.
How quickly can lender outreach begin?
Outreach can begin once the mandate is active and the financing file contains enough information for credible lender screening. Missing financials, ownership information, transaction documents or repayment analysis can delay distribution.
How long does the financing process take?
Routine transactions may progress through lender distribution and market feedback within an approximately 45-day execution period. Complex transactions, legal structuring, collateral diligence, credit committee processes or incomplete borrower information can extend the timeline.
Do you work without an upfront mandate fee?
No. Structured lender outreach requires transaction analysis, preparation, lender research, direct distribution and ongoing execution work. Financely begins this work after the applicable mandate fee has been paid.
Does Financely lend directly?
No. Financely provides structured debt advisory, lender outreach and transaction execution services. Financing decisions are made independently by the banks, private credit funds and other lenders considering the transaction.
Financely is a structured debt advisory and transaction execution firm
and is not a bank or direct lender. Financely does not accept deposits or
hold client funds. All financing is subject to independent lender
underwriting, KYC, AML, sanctions screening, legal review, documentation
and final credit approval. Financing availability, structure, pricing,
leverage, security, tenor and closing are determined by the applicable
lender. Payment of the Structured Lender Outreach mandate fee does not
guarantee lender interest, a term sheet, credit approval or financing.
Third-party legal, diligence, valuation, technical, insurance or other
transaction expenses are not included unless expressly stated in the
applicable engagement documentation.
Get Started With Us
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.
Request a Proposal / Submit a Deal
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.
Trade Finance
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 RequestProject Finance
Access 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 RequestAcquisitions
Secure 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 RequestFor Banks
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.
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.
