Debt and Private Credit
Debt Capital Raising and Refinancing
Senior debt, private credit, unitranche, mezzanine, asset-based lending, working-capital facilities and refinancing for established businesses.
View Debt Placement AdvisoryDebt, Equity and Structured Capital Placement
Capital Raising Advisory Services for Businesses
Financely helps established businesses, sponsors and traders structure, prepare and place financing mandates. We advise on debt, equity, trade finance, project finance, acquisition funding, refinancing and other structured capital requirements.
Full-scope capital raising advisory for identified transactions requiring institutional or specialty financing.
Turn Your Funding Request Into a Financeable Capital Mandate
Many companies know how much funding they require but have not determined the right capital product, repayment structure, investor proposition or lender security package.
Financely reviews the opportunity, designs the capital structure, prepares the lender-ready or investor-ready file and manages targeted placement with suitable capital providers.
Request a Quote for Advisory ServicesWhat Our Capital Raising Advisory Covers
Equity and Hybrid Capital
Equity Capital and Co-Investment
Common equity, preferred equity, growth capital, project equity, acquisition co-investment and hybrid capital structures.
View Capital Raising Services
Trade and Commodity Finance
Trade Finance Facilities and Instruments
Documentary credits, supplier finance, borrowing-base facilities, receivables finance, inventory finance and structured commodity facilities.
View Trade Finance Services
Project and Infrastructure Finance
Debt and Equity for Capital Projects
Capital structuring and placement for energy, infrastructure, industrial, mining, maritime and real-asset projects.
View Project Finance ServicesAcquisition and Transaction Financing
We also advise sponsors and buyers seeking capital for acquisitions, management buyouts, roll-ups and independent sponsor transactions. The capital stack may combine senior debt, unitranche financing, seller notes, preferred equity and outside co-investment.
Buyers can review our business acquisition financing advisory, our independent sponsor financing service and our acquisition equity gap financing.
Financely is an advisor and arranger, not a direct lender. We structure and prepare qualified mandates, then manage targeted placement with suitable lenders, funds, investors, banks and regulated counterparties.
Capital Solutions We Can Structure
Debt Capital and Private Credit
We assess debt capacity, collateral, repayment sources and covenant requirements before positioning the mandate for senior lenders, private credit funds, asset-based lenders or specialty finance providers.
Suitable mandates may also be reviewed through our private credit placement service.
Equity and Co-Investment Capital
We structure the investor proposition around valuation, ownership, governance, downside protection, expected returns and the planned liquidity event.
Trade Finance and Working Capital
We structure facilities around purchase contracts, inventory, receivables, documentary credits, supplier payments, buyer obligations and controlled settlement flows.
Hybrid and Structured Capital
Complex transactions may require a combination of debt, preferred equity, guarantees, seller capital, receivables finance or asset-backed liquidity.
What the Advisory Mandate Includes
Financeability Assessment
Review of the company, transaction, use of proceeds, repayment source, collateral, counterparties and current documentation.
Capital Stack Design
Selection and sizing of debt, equity, trade facilities, seller capital and other instruments required to complete the transaction.
Lender-Ready Packaging
Preparation of the financing memorandum, sources and uses, model, supporting analysis and organized data room.
Targeted Provider Outreach
Controlled outreach to suitable banks, lenders, funds, investors and specialty capital providers.
Term Review and Coordination
Comparison of indicative terms, commercial negotiation support and coordination of provider information requests.
Execution Support
Support through diligence, final approvals, legal documentation and satisfaction of closing conditions.
Turn the Transaction Into a Lender-Ready Financing Package
A lender-ready package must explain the transaction in underwriting terms. It should clearly state the capital requirement, use of proceeds, repayment source, security, sponsor contribution, risks and expected provider return.
Where required, Financely can provide financial modeling for projects, acquisitions and capital raises as well as deal packaging and lender introductions.
Typical Eligibility Requirements
- An identifiable business, sponsor or transaction principal
- A defined use of proceeds and requested capital amount
- Verifiable ownership, authority and beneficial ownership information
- Historical financial information or a credible financial model
- A clear repayment source or investor return proposition
- Supporting contracts, assets, purchase agreements or project documents
- Realistic economics, valuation and transaction timing
- Willingness to complete KYC, AML and sanctions screening
Our Capital Raising Process
1
Initial Review
We assess the transaction, documents, requested capital and likely financing route.
2
Structuring
We determine the capital stack, repayment structure and required provider profile.
3
Preparation
We prepare the financing package, financial analysis and supporting data room.
4
Placement
We run targeted outreach and support diligence, term negotiation and execution.
Advisory Pricing
Mandates are priced according to transaction size, complexity, documentation condition, jurisdictions and the required placement scope.
Structured Finance Preparation
From $15,000
Suitable for smaller or straightforward mandates requiring underwriting review, capital structure recommendations and lender-ready preparation.
Structuring and Placement
From $37,500
Full-scope structuring, packaging and targeted capital placement for established businesses and identified transactions.
Complex Capital Mandate
From $75,000
Suitable for project finance, multi-tranche capital raises, restructurings and large cross-border transactions.
Success fees, finder’s fees or closing fees may also apply according to the financing type, transaction size, applicable regulations and agreed engagement terms.
Request a Quote for Capital Raising Advisory Services
Submit the company information, requested capital amount, use of proceeds, current documents and target financing structure. We will review the mandate and provide proposed advisory terms if it falls within our scope.
Request an Advisory QuoteFrequently Asked Questions
What does a capital raising advisor do?
A capital raising advisor reviews the financing requirement, structures the capital request, prepares the lender or investor materials and manages targeted placement with suitable capital providers.
What types of capital can Financely help raise?
Financely advises on senior debt, private credit, trade finance, project finance, acquisition capital, refinancing, preferred equity, common equity and hybrid structures.
Does Financely provide the funding directly?
No. Financely is an independent advisor and arranger. Banks, lenders, funds, investors and other capital providers make all funding and approval decisions.
How do I prepare my business for institutional funding?
The business should have organized corporate documents, reliable financial information, a defined use of proceeds, a clear repayment source or investor return proposition and supporting transaction documents.
What documents are required to raise capital?
Required documents may include corporate KYC, historical financial statements, forecasts, contracts, purchase agreements, project documents, asset information, debt schedules and a detailed use of proceeds.
Can Financely help arrange trade finance?
Yes. Financely advises on documentary credits, supplier finance, receivables finance, inventory finance, borrowing-base facilities and other structured trade finance solutions.
Can Financely help structure project finance?
Yes. We can review the project, model the capital structure, prepare the financing case and approach suitable debt and equity providers.
Can Financely structure both debt and equity?
Yes. A mandate may involve debt, equity, seller capital, guarantees or other hybrid instruments depending on the transaction and provider requirements.
How much does capital raising advisory cost?
Preparation mandates may begin around $15,000. Full structuring and placement mandates may begin around $37,500. Complex institutional mandates are priced separately.
Why does Financely charge a retainer?
The retainer compensates the underwriting, structuring, financial analysis, document preparation and placement work required before any lender or investor makes a decision.
Does Financely guarantee that capital will be raised?
No. Financely works on a best-efforts basis. Funding remains subject to diligence, market conditions, provider appetite, internal approvals and definitive documentation.
What transaction sizes does Financely consider?
Transaction size requirements depend on the financing product, sector, jurisdiction and complexity. Larger institutional mandates generally receive the most extensive structuring and placement support.
How do we engage Financely?
Submit a request for a quote with the core company and transaction information. Financely will review the submission and provide proposed engagement terms if the mandate is suitable.
This page is provided for general information and does not constitute an offer, commitment or guarantee to arrange or provide capital. Financely provides advisory, structuring, preparation and placement services on a best-efforts basis. All mandates remain subject to KYC and AML review, sanctions screening, transaction diligence, provider approval, applicable regulations and definitive documentation. Where regulated activity applies, appropriately authorized counterparties act under their own approvals.