Investor Outreach

Investor Introduction Service

Get Matched with the Right Investors for Your Deal

You have a fully prepared deal. Now, you need the right investors. Our Investor Introduction Service connects you with serious capital partners who are actively funding deals in:


  • Trade Finance
  • Project Finance
  • Business Acquisition
  • Real Estate Acquisition
  • Venture Debt

Why This Works

No six-figure retainers.

No waiting months for movement.

No reliance on one-size-fits-all email blasts.

Direct investor engagement, positioning, and hands-on deal management.


Raising capital should be about getting in front of the right investors—not paying for access to an exclusive club.

What’s Included?

We handle the entire investor outreach process so you can focus on closing your deal. Our service includes:


  • Investor Targeting: We match your deal with the right investors in our network.
  • Deal Positioning: We refine your presentation to ensure maximum investor interest.
  • CRM Setup & Management: We build and manage a structured investor pipeline for you.
  • Direct Outreach & Introductions: We pitch your deal to serious investors—no time-wasters.

Is This Service for You?

This service is only for companies that have all their offering documents ready—including a pitch deck, financials, term sheet, and business plan. If your deal still requires structuring or advisory, this is not the right service for you.

Investor Introduction Service – Get Access to Serious Capital

You have a solid deal. We bring the right capital partners to the table. Stop wasting time with cold outreach—get direct access to active investors.

What You Get:
  • ✔ CRM-Based Investor Management — We track investor interest and interactions.
  • ✔ Direct Lender & Investor Submission — Your deal gets in front of serious funders.
  • ✔ Targeted Investor Outreach — Every outreach is strategic and tailored.
  • ✔ Dedicated Industry Expert Representation — A professional represents your deal.
  • ✔ Offline Marketing — Strategic offline channels enhance credibility.
  • ✔ Strategic Follow-Up — Investors get engaged, and we facilitate negotiations.
  • ✔ Negotiation Guidance — Secure better terms, higher offers, and the best funding fit.

$18,000
Limited-time offer at a fraction of the cost.

$9,949

Success Fee: We only get paid when you secure funding. Our success fee is:

  • • Below $10M raised: 4%
  • • $10M – $25M raised: 3%
  • • Above $25M raised: 2%

90-Day Refund Guarantee: If we fail to introduce qualified investors within 90 days, you're eligible for a refund—provided you meet reasonable conditions (responsive communication and complete deal materials).

Secure Your Investor Introductions

Pay Now

What Happens After Payment? Once your payment is received, you'll gain access to our secure portal to submit your deal details. From there, we match you with serious lenders and investors actively funding deals like yours.

How We Get Deals Funded

Without the Gatekeepers & Overpriced Retainers

Raising capital doesn’t have to mean paying a bank six figures just to “explore options” while they take months to make introductions—if they even bother. The game has changed. The right investors aren’t hidden behind expensive middlemen anymore.


We help businesses like yours connect directly with serious capital, using the right positioning, industry expertise, and a hands-on approach that goes way beyond cold emails. No fluff, no empty promises—just targeted outreach, investor engagement, and real results.

Got More Questions? Let’s Talk.

Why pay an investment bank when AI and digital outreach can do the work?

Traditional investment banks thrive on exclusivity—big retainers, long timelines, and a gatekeeper mentality. But access to capital has changed. Today, the right positioning and investor data can connect anyone to the right funding sources.


We don’t charge six-figure fees just to send a deck around. We position your deal correctly, identify the right investor profiles, and actively get it in front of them. No guesswork. No wasted time.

How is this different from services that just blast investor emails?

We’re not just shooting cold emails into the void and hoping something sticks.


  • We assign an industry-specific professional—your own investor relations manager—who personally reaches out, pitches, and manages investor discussions.
  • We set up CRM tracking, digital marketing channels, and offline investor engagement to ensure the right people see your deal.
  • We don’t just introduce—we manage the capital raise process, follow up, and push deals forward.


This is active deal management, not a passive email service.

Is this just another “pay-to-play” scheme?

Once your deal is properly set up (usually within a week), investor introductions can begin in as little as 5 days. Funding timelines depend on deal complexity and investor response, but we start engagement fast. No waiting around.

 Is this just another “pay-to-play” scheme?

No. Those services charge upfront fees, dump your deal into an investor database, and disappear. We actually work the deal.


  • We don’t get paid just for making introductions—we also take a success fee upon closing, so our incentives are aligned.
  • If we can’t connect you with real, qualified investors within 90 days, we offer a refund guarantee.

This isn’t a gamble. It’s a structured, active investor outreach process built for businesses that are serious about raising capital.

★★★★★

We raised $3.8M for our real estate project in record time.

Investment banks wanted a six-figure retainer just to talk to investors. Financely had us fully set up within a week, and we started getting investor interest in just days. Richard was hands-on, running the investor calls and handling all follow-ups. By week six, we had multiple term sheets on the table. Highly recommended if you want real engagement, not just promises.

– Michael T., Real Estate Developer

★★★★★

No fluff. Just serious investors who actually fund deals.

We needed $5M in trade finance, and every other so-called “capital advisory” service wasted months on introductions that led nowhere. Financely changed everything. Emma personally managed investor outreach and positioned our deal perfectly. We closed $4.7M in funding in under 90 days. More importantly, the investors we met were serious—not time-wasters.

– Daniel R., Commodities Trader

★★★★★

Better terms, better investors, and a real capital-raising process.

We were looking for $8M to scale our tech startup, and I was skeptical about any service charging upfront fees. But after working with Financely, I get why they do it. Mark acted as our investor relations lead , not just someone throwing our pitch deck at random VCs. He helped us negotiate better terms than we originally expected, and we ended up raising $9.2M.

– Sarah L., Tech Founder

★★★★★

M&A deal closed in 60 days. Way faster than we expected.

We needed to raise $12M for an acquisition, and traditional investment banks were slow, expensive, and reluctant to take on a mid-market deal. Financely got it done—fast. James handled investor relations, set up the CRM, and personally made all key introductions. We had signed agreements in 60 days. If you’re serious about closing deals, this is the team to work with.

– David S., Private Equity Partner

Legal Disclaimer

This service does not constitute legal, financial, or investment advice. Funding is not guaranteed, and investor introductions are made on a best-effort basis.


The success fee applies only when funding is secured, but investor decisions and due diligence outcomes are beyond our control. Clients must ensure their deal materials are complete, accurate, and compliant with applicable laws.



Refund eligibility depends on reasonable conditions, including responsiveness and the submission of required documentation. We are not liable for any investment decisions, financial losses, or disputes arising from investor interactions. Consulting a qualified professional before making financial commitments is strongly recommended.

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