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.
Financely operates on fixed fees, defined scopes, and direct execution. Clients may pay directly from this page, email payment confirmation to payments@financely-group.com , and we will issue the client portal invitation and commence the mandate.
These are the main mandates. The narrower support products sit under ancillary services below.
$4,950
For clients who need a written feasibility view before committing to a larger mandate.
$12,500
For sponsors that need the transaction shaped into a more credible lender-facing file.
$59,500
For clients who need structuring, lender-facing preparation, transaction coordination, and active execution support.
$4,999 /year
Annual access for borrowers and sponsors seeking a faster route to better-fit lenders across Commercial Real Estate, Trade Finance, Project Finance, and Business Acquisitions.
$5,000 /month
Ongoing financial leadership for sponsors and operating companies that need stronger financial control without hiring a full-time Chief Financial Officer.
These are narrower support services for clients who already know what they need. Use the tabs below to view ancillary services by transaction type.
$35,000
90-day mandate for companies seeking asset-based lending against receivables, inventory, equipment, or other eligible collateral.
$2,000
One completed pitch deck in PowerPoint and PDF format for lender, investor, partner, or counterparty discussions.
$2,200
One formal written memorandum in PDF format for lender-facing review and circulation.
$2,000
Investor-facing or lender-facing deck support for project sponsors seeking a more polished financing presentation.
$2,200
Written transaction memorandum covering funding requirement, project logic, repayment basis, and sponsor profile.
$5,000 /month
Ongoing support for project sponsors that need better reporting discipline, capital planning, and financial organisation through active development or funding stages.
$4,999 /year
Useful for borrowers and sponsors seeking faster lender fit across bridge, acquisition, refinance, and construction debt.
$2,000
For sponsors who need a cleaner financing or acquisition presentation for lenders, partners, or capital providers.
$2,200
Formal written memorandum for financing discussions involving assets, rent roll, sponsor profile, and proposed capital structure.
$4,999 /year
Useful for acquisition cases requiring lender fit across senior debt, bridge debt, refinancing, and structured facilities.
$2,000
For buyers who need a stronger external presentation covering target, rationale, funding requirement, and transaction case.
$2,200
Written financing memorandum for acquisition transactions, covering structure, source and use, repayment logic, and sponsor background.
Choose the mandate or ancillary service that fits your transaction.
All payment buttons above route to our payment instructions page.
Send proof of payment to payments@financely-group.com.
We issue your client portal invitation and begin the project workflow.
Refund. AI Lender Match includes a 90-day refund guarantee. Other services are fixed-scope professional mandates and are generally non-refundable once work has commenced.
Regulatory position. Financely is not a deposit-taking bank, does not hold client funds, and does not act as a broker-dealer. Our role is transaction packaging, structuring support, underwriting preparation, and controlled execution, with regulated counterparties involved where required.
Commencement. Paying for a service and sending proof of payment to payments@financely-group.com triggers onboarding, portal issuance, and project commencement.
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.
Click
here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
Click here to view the complete regulatory disclaimer.
