Connecting Capital and Opportunity

From securing funding for expansion to sourcing the right investment opportunities, Financely operates at the intersection of capital and growth. We make sure both sides gain the momentum to move forward.

Learn How We Do It

Proven Results, Measurable Impact

Delivering High-Value Capital Solutions for Growth-Oriented Businesses and Investment-Ready Opportunities for Investors

We bridge businesses seeking strategic growth with investors pursuing high-caliber opportunities, aligning capital demand and supply. 

Frequently Asked Questions

Our Key Services

$3B+

Capital raised for growing businesses, enabling companies to access the funding they need to fuel expansion, innovation, and long-term success.

90%

Successful deal execution rate from inception to completion, our strategic approach ensures a high success rate for all capital-raising initiatives.

30% 

Faster time to funding. Our expertise accelerates the funding process, allowing businesses to access capital quickly and move forward without delay.

1,000+

Institutional and Private Investors. We connect clients with a powerful network of investors spanning diverse sectors and regions.

50+

High-Impact Deals Structured Annually. Our team brings together dozens of well-structured, impactful deals each year, meeting the needs of growth-focused businesses and discerning investors.

$20B+

Access to Institutional Capital. Through our established network, clients can access substantial funding from top-tier institutional investors worldwide.

Leveraging Technology to Connect Capital and Opportunity

AI-Powered Deal Structuring and Distribution

Trade Finance Capital Raising

Structured Deals, Targeted Distribution, and Visibility.

Financely supports companies through every stage of raising capital. We help structure deals for businesses, ensuring they meet investor standards. From there, we distribute these opportunities to qualified investors   on our platform. Our process also includes targeted marketing and PR support to maximize visibility and drive interest. We connect you to investment banks and industry experts with a history of success in deals like yours,   backed by AI-powered tools to keep you moving forward.

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Business Lender Network

Curated Dealflow Aligned with Your Investment Mandate.

Curated Dealflow Aligned with Your Investment Mandate. Our platform generates a steady dealflow of high-potential investment opportunities     tailored to fit each investor’s specific mandate. Through active sourcing and our AI-powered matching algorithms, we connect investors with deals that align with their criteria. Each opportunity is rigorously evaluated and pre-screened to ensure it meets industry standards. The goal is to simplify access to vetted, well-structured deals, so you can focus on what matters – growing your portfolio.

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Direct Access to Investment Opportunities and Capital Solutions

Client Onboarding for Investors and Capital Seekers

Registration and Fee Submission

Start by signing up and completing the required fees to access our platform. For specific questions, you may book an initial consultation with our onboarding team to discuss your needs.

Client Portal Access and Profile Setup

Once onboarded, you’ll gain access to our client portal, where we initiate a process based on your profile:


  • For Investors: Fill out an investment mandate form outlining your requirements. Our platform will then source and present relevant, fully documented opportunities aligned with your investment criteria for review.
  • For Capital Seekers: If your deal requires structuring, we connect you with licensed investment banks and legal counsel. For deals that are already structured, we directly match you with interested investors or lenders suited to your funding goals.

Matching and Closing

Our platform facilitates introductions to qualified parties and coordinates any additional services needed for a successful close. Whether you’re here to invest or to raise capital, our network and technology provide efficient, targeted results.

Get to Know Financely’s Process and Approach

Frequent Questions

Whether you're looking to secure capital for a project or considering partnering as an investor or lender, these questions provide insights into how Financely operates.


We cover our process, commitment to serious clients, and the standards we uphold to create successful connections for everyone involved.

  • How does Financely facilitate capital-raising?

    Financely provides direct access to a curated network of financial institutions and investment banks, connecting you with capital for your projects. From structuring to compliance and execution, we ensure your project meets the highest industry standards, maximizing your funding success.

  • What sets Financely apart from traditional financial intermediaries?

    Financely operates as a technology platform, not a broker or bank. This enables you as a client to access sophisticated financing tools, structured solutions, and a network of top-tier professionals—all without the typical overhead costs. Clients on our platform benefit from streamlined, results-driven support tailored to real-world funding needs.

  • How do I know Financely aligns with my financing goals?

    If you’re looking for proven capital-raising solutions backed by an established network of financial experts, Financely is an excellent choice. Our platform has delivered successful results across diverse industries, helping clients and investors achieve targeted funding outcomes. We invite you to book a consultation to explore how our expertise can support your project.

  • Are in-person meetings possible with Financely?

    Financely operates fully remotely, providing efficient digital support worldwide. However, once retained, clients may request on-site consultations with our consultants if needed. Travel fees and associated costs apply for this service.

  • Best way to Contact Financely?

    For further details, we recommend booking a consultation. If you're already familiar with our terms, you may also request a proposal directly.  

  • What is Financely’s refund policy?

    Consultations require a non-refundable booking fee, and retainers are generally non-refundable once work begins. If Financely defaults due to reasons solely attributed to us, up to 60% of the retainer may be refunded, minus billable hours for large retainers. This policy applies to both businesses raising capital on our platform and investors, ensuring priority for committed, transaction-ready partners.

Testimonials

See What Our Clients and Partners Say. Our clients and partners trust us for exceptional results in capital-raising and strategic finance solutions. Read their experiences to learn how Financely has supported their success.

"We reached out to Financely to support a large trade finance deal. Their network secured us the capital in record time, and they negotiated favorable terms that exceeded our expectations. Financely made it happen without the hassle we’ve experienced with other firms."

Carlos Almeida, Senior Financial Analyst

EverGreen Trading Corp

"For our cross-border expansion, Financely provided unmatched expertise. They connected us with banks and advisors who structured our financing precisely to our needs. Financely is the partner you want if you’re serious about scaling right."

Emily Wang, VP of Finance

SkyBlue Ventures

"Financely brought exceptional value to our team by providing access to the right investors and expertly structuring our real estate financing. They understood our needs and sourced capital efficiently, allowing us to focus on scaling. Truly a game-changer."

Mark Rivera, Head of Real Estate Investment

PrimeGrowth Partners

"We were struggling to access reliable trade finance until we came across Financely. They connected us with reputable lenders and ensured we secured the capital on terms that allowed us to expand confidently. Their hands-on approach set them apart."

Lisa Tran Director of Operations

Northland Imports

"As a mid-sized energy firm, finding the right financing for our project was crucial. Financely not only connected us with a bank that provided favorable terms but also advised on structuring the loan for maximum flexibility. I couldn’t ask for a better partner in growth."

John Maxwell, CEO

ClearPath Energy Solutions

"Financely was instrumental in securing the capital we needed for our expansion. Their team connected us with key investors and structured our deal for the best terms we could imagine. Their expertise and network made a complex process straightforward. Highly recommend for any growing company."

Sarah Kim, CFO

Redbridge Manufacturing

Robust Lender & Distribution Network

We connect you with leading banks, investors, and experts to secure optimal rates, terms, and capital for your trade or project finance needs.

Let’s talk about your project

Schedule a consultation with one of our team members.

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