Get Your Capital Raise Documents Built For USD 15,000
Financely prepares the core document package required to present a private capital raise professionally. The package includes the offering memo, subscription agreement package and SPV setup coordination, giving sponsors USD 30,000 of execution value for a fixed USD 15,000 price.
Mandate fit: suitable for sponsors raising private capital for acquisitions, real estate, private credit, trade finance, project finance, SPV investments, fund vehicles or asset-backed transactions.
Need the capital raise package built?
Submit the raise amount, strategy, investor terms, use of proceeds, sponsor profile and preferred SPV jurisdiction.
Package Pricing
Financely packs USD 30,000 of capital raising document value into a fixed USD 15,000 package. The service gives sponsors a professional base package for investor review, subscription intake and SPV formation coordination.
- Offering memo preparation
- Subscription agreement package preparation
- SPV setup coordination
- Investor-facing transaction summary
- Use-of-proceeds and capital terms presentation
- Document review cycle before delivery
Built For A Serious Capital Raise
The package is designed for sponsors that need investor-ready materials before starting outreach, onboarding investors, accepting subscription interest or setting up the investment vehicle.
- Clear investment thesis
- Capital terms and use of proceeds
- Risk disclosure framework
- Investor subscription workflow
- SPV formation plan
- Counsel-ready document package
What Is Included
Investor-Facing Raise Document
Financely prepares the offering memo around the sponsor, strategy, asset or transaction, raise amount, use of proceeds, investor terms, structure, risk factors and exit logic.
- Executive summary
- Investment thesis
- Transaction overview
- Use of proceeds
- Risk factors
- Investor terms summary
Investor Intake Documentation
We prepare the subscription agreement package so investors can review the proposed terms, subscription process, investor confirmations and required onboarding materials.
- Subscription agreement package
- Investor representations
- Accreditation confirmations where applicable
- Investor information schedule
- Signature blocks
- Administrative intake checklist
Vehicle Formation Coordination
Financely coordinates the SPV setup process and prepares the formation requirements, entity purpose, capitalization outline, investor role and administrative setup notes.
- SPV structure outline
- Formation information checklist
- Capitalization summary
- Investor participation framework
- Banking setup checklist
- Post-formation document map
Best-Fit Capital Raises
Document Package Scope
| Document | What Financely Prepares |
|---|---|
| Offering Memo | Investor-facing memo covering sponsor profile, transaction overview, raise amount, capital terms, use of proceeds, business case, risk factors and exit strategy. |
| Subscription Agreement Package | Subscription documentation package covering investor intake, subscription amount, representations, confirmations, signature flow and administrative schedules. |
| SPV Setup | SPV formation coordination, entity setup checklist, capitalization outline, investor participation framework, formation inputs and post-formation documentation map. |
| Capital Terms Summary | Summary of proposed investor economics, target return, preferred return, profit share, coupon, maturity, redemption rights, conversion rights or other terms where applicable. |
| Use Of Proceeds | Clear allocation of capital across acquisition, project costs, working capital, reserves, closing costs, fees, capex, operating needs or transaction costs. |
| Risk Framework | Commercial risk, financing risk, execution risk, market risk, legal risk, regulatory risk, counterparty risk and asset-level risk factors for counsel review. |
| Investor Process | Investor document flow, subscription checklist, onboarding steps, required information, signed document process and funding instruction workflow. |
Process
Raise Intake
We review the sponsor, raise amount, investment strategy, investor terms, target investors, use of proceeds, transaction documents and preferred SPV setup.
Document Map
We create the document structure, section map, investor terms schedule, subscription intake flow and SPV formation checklist.
Offering Memo Draft
We prepare the offering memo around the investment thesis, sponsor profile, structure, use of proceeds, economics, risks and investor terms.
Subscription Package
We prepare the subscription agreement package and investor intake documents for counsel review and sponsor approval.
SPV Setup Coordination
We coordinate the SPV formation requirements, entity information, capitalization outline and administrative setup checklist.
Final Package Delivery
We deliver the investor-facing package for sponsor review, legal review, investor outreach and subscription workflow preparation.
Ready to prepare the raise package?
Send the raise amount, investment terms, sponsor profile, transaction summary and preferred SPV jurisdiction.
Information Needed From The Sponsor
Sponsor File
- Sponsor profile
- Track record or relevant experience
- Management bios
- Entity details
- Contact and signing authority
Capital Raise Terms
- Target raise amount
- Minimum subscription size
- Investor economics
- Use of proceeds
- Target closing timeline
Investment File
- Business plan or transaction summary
- Financial model where available
- Asset or project documents
- Risk disclosures
- SPV jurisdiction preference
Frequently Asked Questions
What does the USD 15,000 package include?
The fixed USD 15,000 package includes offering memo preparation, subscription agreement package preparation and SPV setup coordination.
What is the stated package value?
The package is positioned as USD 30,000 of capital raising document preparation value delivered for a fixed USD 15,000 price.
Does Financely provide legal advice?
No. Financely prepares commercial and investor-facing documentation for review. Final legal documents should be reviewed and approved by qualified securities counsel before use.
Can the package support a Reg D raise?
Yes, the package can be prepared for a Reg D-style private capital raise, subject to securities counsel review, investor eligibility rules, filing requirements and offering compliance.
Does the package include investor outreach?
No. This package covers document preparation and SPV setup coordination. Investor outreach, placement, distribution or capital raising execution can be handled under a separate engagement.
Who is this package best suited for?
It is best suited for sponsors with a clear raise, defined investor terms, credible transaction or business plan and a need for professional documents before outreach or investor onboarding.
Request The Capital Raising Document Package
Submit the raise amount, sponsor profile, investor terms, use of proceeds, transaction summary, financial model and SPV jurisdiction preference. Financely will prepare the engagement scope and next steps.
Request Document PackageImportant notice: Financely provides commercial document preparation, investor-facing materials and SPV setup coordination. Financely does not provide legal, tax, accounting or securities advice. Financely does not guarantee investor participation, securities compliance, offering approval, capital raising success, subscription acceptance, SPV bank account approval or closing. Offering documents, subscription agreements and securities-related materials should be reviewed and approved by qualified counsel before use. SPV setup remains subject to jurisdiction, formation provider requirements, KYC, AML, banking checks and final legal documentation.