Project & Standards
- Methodology fit under Verra VCS, Gold Standard, or I-REC
- Baseline, leakage, permanence, and buffer pool approach
- MRV plan with accredited validators and verifiers
- Registry selection and issuance workflow
End to end structuring for blue carbon, nature based projects, I-RECs, and carbon streaming. We align standards, offtake, MRV, and financing so issuances convert to cash.
Mandate and KYC. Standards, issuance path, and target buyers set. Timetable confirmed.
ERPA terms, price protections, and delivery schedule drafted. MRV and registry steps agreed.
Buyer approach by corridor. Q and A to decision. Prepayment or streaming term sheets negotiated.
Documents executed. Issuance, deliveries, and payments monitored to completion.
Final economics reflect issuance volume, counterparty risk, controls, and jurisdiction.
Share project details and timelines. We respond with standards fit, commercial options, target buyers, and a path to first issuance.
Provide site control, studies, expected volumes, preferred standards, and any buyer interest. Indicate the need for prepayment or streaming.
Transactions are subject to KYC and AML, sanctions checks, third party verification, and final documentation. No offer of securities is made.
Financely acts as advisor and arranger. We are not a bank and do not take deposits. Carbon and I-REC frameworks depend on third party standards, verification, and counterparty performance. Nothing here is a guarantee of issuance or sale.
Experienced leadership from screening to close. If outsourcing is necessary, we appoint the strongest counterparties and monitor milestones.
MD, Private Credit
Jason leads private credit underwriting and distribution for sponsor-led deals and asset-backed facilities. He structures senior, unitranche, and mezzanine solutions, plus SBLC-backed and receivables-secured lines for lower-middle-market borrowers.
His work centers on lender-grade models, covenant design, and tight monitoring so deals clear credit and perform. He has closed transactions across business services, healthcare, software, and specialty finance, with tickets typically in the $5–75m range.
Focus: unitranche and DDTL lines; borrowing-base ABL; SBLC/DLC collateral support; intercreditor and waterfall drafting; portfolio surveillance and amendments.
MD, Project Finance
David runs project finance origination and execution across energy and infrastructure. He builds bankable models, allocates risks through EPC, O&M, PPA/offtake and concession packages, and anchors capital stacks with commercial lenders, ECAs, and DFIs.
He has led solar PV, wind, BESS, water, and transport mandates in Africa, MENA, India, and Latin America, from early screening to financial close. Expect clear term sheets, disciplined diligence lists, and a crisp close plan tied to conditions precedent.
Focus: limited-recourse structures; ECA/DFI processes; hedging and reserves; DSCR covenants and security; ESG and permits gating.
Director, Commodity Trade Finance
Isabella originates and structures short-tenor commodity finance for metals and softs. She works across pre-export, borrowing-base, repo, and inventory-plus-receivables deals, with controls that lenders trust: title transfer, collateral management, inspection, and assignment of proceeds.
She’s fluent in UCP600, URDG758, ISP98, and Incoterms 2020, and sets up practical procedures traders can actually run. Her mandates cover Africa and LATAM flows into Europe, with tight shipment-to-cash cycles and clear warehouse and performance undertakings.
Focus: SBLC/DLC-supported trades; CPL/warehouse receipt frameworks; eligibility and reserves; collateral audits and reporting packs; sanctions and KYC workflow.
Financely advises post-revenue businesses on accessing capital by presenting opportunities to professional investors, coordinating when needed with regulated broker-dealers, investment banks, and legal counsel. We are not a broker-dealer, do not solicit or accept securities orders, serve only B2B clients, and make no assurance of capital-raising outcomes.
For trade finance, project finance, commercial real estate, or business acquisition mandates, submit a request for quote with a concise deal summary and supporting documents. Our team will review and provide a tailored proposal within 1 to 3 business days.
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