Book A 45-Minute Consultation
Financely offers paid consultations for companies, sponsors, borrowers, and buyers seeking a direct commercial view on a live transaction or funding requirement. The purpose of the session is to assess the matter with appropriate seriousness, focusing on structure, execution feasibility, timing, transaction logic, and the issues most likely to affect financeability or placement.
This is a working consultation rather than a general introductory call. It is intended for parties who require a clearer initial view on how a transaction should be framed, whether the current approach is commercially credible, and what the next step should be.
- Focused commercial discussion of the transaction
- Initial assessment of structure and execution issues
- Written post-consultation transaction note
- Formal engagement letter where appropriate
Following the consultation, the client receives a written post-consultation assessment. This note summarises our initial transaction view, identifies the principal issues affecting execution or financeability, and records the next step we consider commercially appropriate. Where the matter appears suitable for formal support within our scope, we may also issue a written engagement letter setting out the proposed mandate, fee structure, and execution process.
Process
Book The Session
Select a suitable time through the booking calendar and confirm the consultation. The fee is fixed at USD 250 for 45 minutes.
Review The Transaction
During the session, we review the commercial facts, capital requirement, transaction structure, timing, and the principal issues that may affect execution.
Receive The Written Outcome
After the call, you receive a written assessment and, where the matter appears suitable for mandate-based support, a formal engagement letter for further work.
This consultation is most appropriate for live or near-term matters. It is intended for counterparties seeking a focused commercial assessment of a real transaction, not broad market commentary or speculative discussion.
Scope Of Discussion
Depending on the matter presented, the consultation may address trade finance, project finance, acquisition finance, bridge capital, letters of credit, structured debt, capital raising approach, document readiness, transaction sequencing, repayment logic, or counterparty positioning. The discussion is shaped by the facts of the transaction rather than by a generic script.
Post-Consultation Deliverable
The written follow-up is intended to provide a concise initial record of our view. It is not a marketing summary. It sets out the transaction as presented, identifies the material issues, and states whether we see a credible basis for further structured support. Where appropriate, that may be followed by a formal engagement letter with defined commercial terms.
Schedule Your Consultation
Book a paid 45-minute consultation to receive a written initial assessment of your transaction and, where appropriate, a formal proposal for further support.