• Letters of Credit (LC)
• Bank Guarantees
• Export Credit
• Bid Bonds/Advance Payment Guarantees
• Documentary Collection
• Structured Trade Finance solutions

• Non-recourse and limited recourse loans
• Project bonds
• Surety Bonds
• Mezzanine financing
• Syndicated loans
• Public-Private Partnerships (PPP)

• Mergers and Acquisitions (M&A) advisory
• Initial Public Offerings (IPOs)
• Secondary offerings
• Debt issuance
• Private placements
• Restructuring and reorganization advisory
• Valuation services
• Equity research and sales & trading services

• Securitizations
• Collateralized Debt Obligations (CDOs)
• Syndicated Loans
• Credit Derivatives
• Hybrid Securities

We established a structured onboarding procedure to ensure a seamless integration of new clients into our service platform. 

Please find detailed steps below:

1. Request a Quote.

To initiate the process, prospective clients are required to submit a request for a quote. 

This request should include a brief overview of your service needs. 

Alongside this request, a validation fee of 500 USD is to be paid. 

This fee serves to validate your interest and commitment to procuring our services.

2. Quote/Engagement Letter Delivery.

Upon receipt and approval of your request, Financely will respond with a quote and an engagement letter within 24 hours. 

This letter will detail the scope of the services to be provided, the terms and conditions of our engagement, and the applicable fees.

3. Signing of the Engagement Letter and Payment of the Retainer.

If you agree with the terms presented in the engagement letter, the next step is to sign the letter and pay the stipulated retainer. 

This retainer serves as an advance payment for our services and allows us to allocate resources to your project.

4. Commencement of the Engagement.

Upon receipt of the signed engagement letter and retainer, the engagement officially commences. 

Our team will start working diligently to fulfill the contract, providing the agreed-upon services until contract consummation.

Please note that throughout this process, our team will be readily available to answer any queries and provide any necessary clarification. 

We look forward to a successful collaboration with our clients.

Consultations are available for clients seeking further clarification about our services or assistance on current projects. These paid consultations can be conveniently booked through our online platform.

Clients are required to pay a retainer, which contributes to the commencement of our engagement. 

The retainer typically ranges between 1% and 2% of the transaction face value, subject to a minimum of US$100,000. 

This policy ensures that we can allocate the necessary resources to provide optimal service.

In the event of a capital raise, the retainer paid by clients to Financely covers a range of preparatory activities. 

These include, but are not limited to, securing underwriting services, hiring a bookrunning lead manager to oversee the distribution of securities, obtaining a credit rating for the issuance, due diligence efforts, and coordinating the various aspects of the offering process. 

These initial steps help lay the groundwork for a successful capital raise.

Please note that specific expenses covered by the retainer may vary depending on the unique requirements of each capital raise transaction.

Please note that our services are tailored towards companies and projects with a minimum EBITDA of US$10,000,000, reflecting our expertise in handling high-value transactions and complex financial scenarios.

Financely's compensation is primarily structured around a success fee, which typically ranges between 3% and 5% of the transaction value. In some cases, our compensation may also involve a carried interest or equity component, the specifics of which are determined in the final stages of the transaction.