Capital Raising Advisory for Businesses
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Turn Your Financing Requirement Into a Lender-Ready Mandate
Companies rarely fail to raise capital because every lender has rejected the underlying opportunity. Many fail because the transaction reaches the market before its structure, financial case and supporting documents are ready for professional underwriting.
Financely helps operating companies, sponsors and acquirers prepare and execute institutional capital raises. We structure the financing request, develop lender-facing materials, identify relevant capital providers and coordinate the process through due diligence and commercial negotiations.
Build an Underwritable Capital Raising Mandate
Our capital raising engagement converts an informal funding requirement into a structured institutional opportunity. The work can include debt sizing, capital structure design, lender documentation, data room preparation, counterparty targeting and transaction management.
Core transformation: Subject to receiving complete information from the client, the first 30 days focus on preparing the financing strategy, transaction structure and lender-ready materials. Targeted execution can then proceed over the following 30 to 90 days. This timeframe applies to our preparation and execution work. It is not a promise of financing approval or closing.
Why Capital Raises Lose Momentum
A strong business does not automatically produce a financeable transaction. Lenders and investment committees must be able to understand how the proposed capital will be used, how the financing will be repaid and how material risks have been allocated.
Many companies approach the market with only a pitch deck and high-level financial projections. They then spend months contacting banks, funds and intermediaries whose criteria do not match the transaction.
Common problems include an unsuitable debt structure, incomplete financial information and no clear repayment case. Other mandates fail because the data room is disorganized or management cannot answer lender questions consistently.
Financely addresses these issues before broad market outreach. Our work is designed to improve transaction readiness, reduce avoidable lender objections and give qualified counterparties a coherent basis for evaluation.
The Financely Capital Readiness Framework
The Financely Capital Readiness Framework is a six-stage process for turning a financing objective into a professionally managed capital raising mandate.
Transaction Assessment
Feasibility Funding objectiveWe review the business, transaction parties, use of proceeds, existing documents and likely underwriting constraints.
Capital Structuring
Debt capacity RepaymentWe assess the appropriate capital structure, potential security, tenor, leverage and repayment mechanics.
Lender Packaging
Credit memorandum Financial modelWe organize the commercial and financial case into materials designed for professional lender review.
Counterparty Selection
Lender mapping Institutional fitWe identify capital providers whose mandate, geography and transaction criteria align with the opportunity.
Market Execution
Outreach NegotiationsWe coordinate targeted outreach, lender questions, meetings, feedback and indicative commercial discussions.
Closing Support
Due diligence DocumentationWe help manage information requests, commercial workstreams and transaction coordination through the agreed execution phase.
What Is Included in the Engagement
Each mandate is scoped according to transaction complexity, financing size, jurisdiction and the client’s existing level of readiness. The engagement may include the following deliverables.
| Workstream | Core Deliverables | Commercial Purpose |
|---|---|---|
| Capital strategy | Transaction assessment, debt sizing, capital structure recommendations and funding strategy | Establish a realistic structure that aligns with the business and expected cash flow |
| Lender materials | Executive summary, lender presentation, transaction memorandum and sources and uses | Present the opportunity in a format that professional capital providers can assess |
| Financial analysis | Financial model review, forecast assessment, repayment analysis and downside sensitivities | Demonstrate debt capacity and identify financial risks before lender outreach |
| Institutional readiness | Due diligence checklist, document gap analysis and virtual data room structure | Reduce delays and avoid incomplete responses during underwriting |
| Counterparty mapping | Targeted lender shortlist and transaction-specific capital provider research | Focus the process on institutions with relevant investment criteria |
| Execution management | Outreach coordination, meetings, lender feedback and indicative terms comparison | Maintain a controlled process and improve the quality of commercial negotiations |
| Closing support | Due diligence coordination, information request management and closing workstream support | Help management respond efficiently as the transaction advances |
Financing Structures We Can Support
The appropriate structure depends on the underlying business, asset base, cash-flow profile and transaction objective.
- Senior secured corporate debt
- Unitranche and private credit facilities
- Second lien and mezzanine capital
- Preferred equity and structured equity
- Acquisition and management buyout financing
- Bridge and gap financing
- Asset-based and borrowing-base facilities
- Receivables and inventory finance
- Project finance and limited-recourse structures
- Trade finance and commodity-backed facilities
Businesses pursuing private debt or equity can review our private capital raising services.
Capital Raising for Different Transaction Types
Project Finance
Infrastructure, energy and industrial projects require a clear contractual structure, defensible model and properly allocated construction, operating and offtake risks.
Review our project finance advisory services.
Trade Finance
Trading companies may require purchase order finance, inventory facilities, receivables finance, LC facilities or structured commodity finance.
Review our global trade finance advisory services.
Business Acquisitions
Acquisition financing depends on normalized cash flow, quality of earnings, leverage, purchase structure and the proposed closing mechanics.
Explore Financely’s private capital services.
Commercial Real Estate
Real estate mandates may involve senior debt, bridge financing, construction loans, preferred equity or capital stack gap solutions.
Read our commercial real estate client feedback.
Who This Capital Raising Offer Is For
Financely’s capital raising advisory is designed for serious business-to-business mandates with a defined commercial objective.
This engagement may be suitable when you have
- An operating company, developed project or active acquisition
- A defined use of proceeds and realistic financing requirement
- Historical financial statements or credible project economics
- Commercial contracts, assets or cash flows supporting the transaction
- A management team able to participate in lender due diligence
- A professional advisory budget
- A willingness to complete KYC, AML and sanctions screening
This engagement is generally not suitable when you have
- No documented business, project or transaction
- No identifiable repayment source
- No financial statements or supporting commercial documents
- A request for guaranteed funding or guaranteed approval
- Unverified counterparties or incomplete ownership information
- A personal loan or consumer credit requirement
- No budget for structuring and capital raising preparation
Documents Commonly Required
The required documents vary by transaction. Most institutional capital raises require a comprehensive file that allows a lender or investor to understand the company, transaction and repayment case.
- Corporate registration and beneficial ownership documents
- Historical audited or management financial statements
- Current management accounts
- Financial projections and underlying assumptions
- Sources and uses schedule
- Existing debt and security schedule
- Major customer and supplier contracts
- Asset and collateral information
- Project studies or technical reports where applicable
- Acquisition documents where applicable
- Management biographies and organizational structure
- Requested amount, tenor and preferred financing structure
Companies that need deeper finance department support can combine the engagement with Financely’s fractional CFO services.
Commercial Structure and Pricing
Pricing depends on the financing size, transaction complexity, documentation quality and expected execution workload. The following structure is designed for substantial institutional mandates.
Capital Readiness Engagement
A fixed professional fee for transaction assessment, capital structure recommendations, lender-facing preparation and a defined readiness workstream.
Execution Retainer
An ongoing retainer for lender targeting, outreach coordination, information management, negotiations and active execution support.
Completion Fee
A success-based or completion fee may be included where lawful, commercially appropriate and documented in the engagement letter.
Specialist Add-Ons
Optional work may include advanced financial modeling, fractional CFO support, valuation coordination, technical advice and legal referrals.
Why the Advisory Fee Is Commercially Justified
A failed or poorly managed capital raise can delay acquisitions, projects, supplier commitments and growth plans. It can also expose management to months of unproductive lender conversations.
The cost of advisory work should be assessed against the size of the transaction and the value of reaching the market with a coherent structure. On a USD 20 million financing, even a modest improvement in pricing, leverage or execution speed may materially exceed the professional fee.
Financely’s role is not limited to producing introductions. The engagement combines transaction analysis, institutional preparation and active process management.
Scoped Deliverables Completion Commitment
Financely stands behind the professional work that is expressly within our control.
When an executed engagement letter includes specifically defined written deliverables, we commit to completing those deliverables in accordance with the agreed scope. If an agreed deliverable remains materially incomplete because of our failure to perform, we will complete or correct that deliverable without charging an additional professional fee for the corrective work.
This commitment covers our work product only. It does not guarantee lender interest, an indicative offer, a term sheet, financing approval, investment, pricing, instrument issuance or transaction closing.
The commitment is subject to the client providing complete and accurate information, responding within agreed timelines and fulfilling its contractual obligations. The executed engagement letter will define the applicable scope, exclusions and remedies.
Published Client Feedback
The following summaries reflect positive feedback currently published on Financely’s public reviews page. They are presented contextually and do not represent a promise that another client will achieve the same outcome.
Hotel Project Private Placement
Ava Chen praised Financely’s project finance expertise and said the team helped streamline a private placement process for a hotel project.
Commodity Trade Finance
Liam Patel said Financely made a complex commodity trade finance process more straightforward and professionally managed.
Commercial Real Estate Debt
Sophia Garcia highlighted Financely’s speed and precision during the financing of a substantial commercial real estate acquisition.
Private Debt Execution
Ethan Rodriguez credited Financely’s structuring input with supporting the execution of a complex private debt transaction for business expansion.
Read additional Financely client reviews and transaction-specific feedback published on our website.
Review disclosure: These summaries are based on testimonials published by Financely. Individual experiences vary. Reviews do not guarantee a financing result, approval, transaction timeline or commercial outcome.
Frequently Asked Questions
Does Financely guarantee that my company will raise capital?
No. Financely provides structuring, preparation, introduction support and mandate management on a best-efforts basis. Financing decisions are made by independent lenders and investors after their own underwriting, compliance and approval procedures.
What does the deliverables commitment cover?
It covers specifically defined work product within Financely’s control. It does not cover third-party decisions, lender responses, financing approval, pricing or closing. The engagement letter defines the final scope and available remedy.
How long does the capital raising process take?
Preparation may take several weeks. Targeted market execution and underwriting may require several additional months. Timing depends on transaction complexity, document quality, client responsiveness, market conditions and third-party diligence.
What types of companies does Financely work with?
Financely primarily works with post-revenue operating companies, developed projects, sponsors, acquirers and other business-to-business clients with a defined financing requirement.
Does Financely work with startups?
Early-stage companies may be considered when they have credible commercial contracts, committed sponsorship, defensible financial assumptions and a transaction that can be professionally underwritten. Pre-revenue concepts without supporting evidence are generally unsuitable.
Is Financely a direct lender?
Financely provides corporate finance advisory, transaction preparation and capital raising support. It is not a deposit-taking bank or direct lender. Financely may coordinate with banks, funds, professional credit providers and regulated intermediaries where required.
Is Financely a securities broker-dealer?
Financely and its advisory affiliates do not execute securities transactions or hold client funds or securities. When a transaction requires regulated securities execution, the relevant activity may be introduced to an appropriately registered independent intermediary.
Why is an upfront retainer required?
The retainer compensates Financely for professional work performed before any financing outcome exists. This may include analysis, structuring, documentation, financial review, lender research and process management.
Can the engagement include fractional CFO support?
Yes. Companies that require forecasting, financial reporting, model maintenance and data room support can add a fractional CFO workstream to the capital raising engagement.
What happens after I request a quote?
Financely reviews the financing request and available supporting information. Suitable applicants may receive additional questions followed by a commercial proposal or engagement letter defining the scope, fees and onboarding requirements.
What compliance checks are required?
Clients and relevant transaction parties may be required to complete KYC, beneficial ownership, AML, sanctions and source-of-funds checks. Financely may decline transactions that cannot satisfy applicable compliance requirements.
How to Start the Capital Raising Process
- Submit the company profile, requested amount and intended use of proceeds.
- Provide available financial statements, projections, contracts and transaction documents.
- Financely reviews the mandate and identifies the appropriate advisory scope.
- Qualified clients receive a proposal or engagement letter.
- The engagement begins after onboarding, compliance and payment requirements are completed.
Applicants can also review Financely’s client intake procedure before submitting a mandate.
Request a Capital Raising Advisory Proposal
Submit your requested amount, use of proceeds, jurisdiction, transaction stage and available documents. Include the intended financing timeline and any existing lender discussions.
Financely will assess whether the mandate requires capital readiness work, full capital raising execution or an integrated fractional CFO engagement.
About Financely
We Provide Private Credit Trade and Project Finance Advisory for Sponsors and Borrowers
Financely is an independent capital adviser focused on trade finance, project finance, Commercial Real Estate, and M&A funding. We structure, underwrite, and place transactions through regulated partners across banks, funds, and insurers. Engagements are best-efforts, not a commitment to lend, and remain subject to KYC, AML, and approvals.