Financely's Transaction Processing Guidelines

Financely offers trade finance, project finance advisory, and commercial debt solutions. Our procedures are meticulously designed to facilitate prompt and effective transaction processing. Below are the steps for engaging our services:

• Initial Inquiry
• Request a Quote: For inquiries about our services, please use the "Request a Quote" button on the appropriate service page of our website. This method ensures swift and accurate processing of your request.
• Further Questions: If you require additional information before proceeding, consult our FAQ section or arrange a paid consultation for specialized guidance.

• Fees
• A $500 USD fee is required for the Request for Quote (RFQ) and  for an initial consultation, the fee is $250USD. These fees are non-refundable but will be credited toward your final retainer if you decide to proceed with our services.

• Proposal Submission
• After receiving your RFQ, submitted directly or on behalf of a client, we collaborate with our investment banking or lending partners to assess the feasibility of the request.
• We will then provide a term sheet detailing the necessary terms for completing your transaction, including retainer fees.

• Agreement and Activation
• You must review, sign, and return the term sheet. Subsequently, wire the specified retainer fees.
• We begin processing your transaction upon confirmation of receipt of the retainer fees, following the agreed timeline.

• Closing
• Upon the successful completion of the transaction, we retain the agreed-upon performance fee or equity and transfer the remaining proceeds directly to you.

Unsuitable Candidates

This process is not suitable for:

• Individuals or entities without a predefined budget.
• Those seeking advisory services without a financial commitment.
• Parties presenting unstructured or inadequately prepared transactions.

Ideal Client Profile

Our services are most effectively utilized by clients who:

• Have well-structured and feasible transactions.
• Are financially prepared to engage with the necessary fees.
• Are committed to using expert services to efficiently manage significant financial operations.

This protocol ensures we maintain a commitment to efficiency and client satisfaction, catering exclusively to clients ready to achieve substantial financial outcomes.