Credit Mandate Definition
We document the financing profiles your institution wants to originate and establish practical screening parameters.
Deal Origination for Capital Providers
Build a Dedicated Deal Origination Engine
Financely builds and operates outsourced deal origination programs for lenders, private credit funds, specialty finance companies and institutional capital providers seeking qualified financing opportunities.
We define your credit mandate, build dedicated acquisition funnels, source transactions, qualify prospective opportunities and manage the origination process through introduction. Your investment and credit teams remain focused on underwriting, execution and capital deployment.
Build Your Origination Program Outsourced Origination
01
Define
Translate your credit criteria into an actionable origination mandate.
02
Build
Deploy dedicated acquisition funnels around the mandate.
03
Qualify
Screen transactions before they reach your underwriting team.
04
Introduce
Deliver opportunities aligned with your stated credit appetite.
Capital Deployment
Source Transactions Where Capital Is Actually Being Deployed
Corporate credit, infrastructure, trade, acquisitions, real assets and specialty situations each require a different origination strategy. Financely builds the sourcing architecture around the opportunities your institution actively wants to finance.
Origination Infrastructure
An Extension of Your Business Development Team
Each program begins with your actual credit box, including ticket size, geography, industry, seniority, collateral, leverage and transaction type. Financely then builds and operates the acquisition infrastructure required to identify opportunities matching those parameters.
Dedicated Acquisition Infrastructure
Financely builds targeted market-facing funnels around specific financing products, borrower profiles and transaction requirements.
Opportunity Generation
We source prospective transactions through digital acquisition, commercial relationships, referral networks and targeted outreach.
Transaction Screening
Opportunities are reviewed against ticket size, use of proceeds, financial profile, collateral, structure and transaction status.
Initial Borrower Engagement
Financely manages the front end of the process and gathers the information required for meaningful lender consideration.
Qualified Deal Flow
Compatible opportunities are introduced to your institution for independent underwriting, diligence and credit approval.
Commercial Model
Origination Infrastructure + Funded Transactions
The commercial structure compensates the work required to establish the origination engine and aligns Financely with successful capital deployment into transactions introduced through the program.
Program Setup
Origination Infrastructure
Up to $100K
USD setup fee
The setup fee covers mandate design, origination strategy, funnel development, screening infrastructure and deployment of the sourcing program. Final pricing depends on mandate complexity and scope.
Funded Transaction
Introducer Fee
5%
A 5% introducer fee calculated on funded deal value applies when an eligible transaction introduced through Financely successfully funds, subject to the governing agreement and applicable law.
The setup fee, attribution period, eligible transactions, funded-deal calculation and payment trigger are documented in the applicable engagement agreement.
Capital Provider Application
Define the Deals You Want to Originate
Give us the core parameters of your lending or investment mandate. Financely will use them to define the acquisition strategy, screening criteria and origination infrastructure required for your institution.
Dedicated Deal Origination Program
Submit your current credit appetite, then choose to order and proceed directly to payment or receive the engagement agreement first.
Up to $100K
Setup + 5% funded-deal fee
This application is intended for banks, private credit funds, specialty lenders, family offices and institutional capital providers seeking outsourced deal origination.
Your credit mandate has been submitted.
Financely has received your origination criteria. If you selected direct order, you can now proceed to payment instructions. If you requested the engagement agreement first, your preference has been recorded with the application.
Financely has received your origination criteria. If you selected direct order, you can now proceed to payment instructions. If you requested the engagement agreement first, your preference has been recorded with the application.
Frequently Asked Questions
Deal Origination Program FAQ
Common questions about origination infrastructure, qualification, commercial terms and engagement.
Who is the origination program designed for?
The program is designed for banks, private credit funds, specialty finance companies, asset-based lenders, family offices and other capital providers seeking a dedicated pipeline of financing opportunities aligned with defined underwriting criteria.
What does Financely handle?
Financely handles mandate definition, origination strategy, acquisition funnel development, opportunity generation, initial borrower engagement, transaction screening, qualification and qualified introductions. The capital provider retains its own underwriting, diligence and funding process.
What does the setup fee cover?
The setup fee covers the design and deployment of the origination program, including credit-mandate translation, acquisition strategy, funnel development, qualification infrastructure and establishment of the relevant sourcing channels.
Is the setup fee always USD 100,000?
No. The setup fee is up to USD 100,000 and depends on the breadth, complexity, geographic scope, transaction types and acquisition infrastructure required for the mandate. The applicable commercial terms are established before the program begins.
How does the 5% introducer fee work?
The introducer fee is calculated at 5% of the funded deal value for eligible transactions introduced through Financely that successfully fund. The specific attribution rules, payment trigger and applicable transaction scope are documented in the governing agreement and remain subject to applicable law.
Does Financely guarantee a specific number of funded deals?
No specific funded volume is guaranteed. The origination program is designed to create and manage qualified transaction flow around the agreed mandate. Each opportunity remains subject to the capital provider's independent underwriting, diligence, credit approval and funding decision.
Can we request an engagement agreement before paying?
Yes. The application allows you to choose between proceeding directly with the origination program and payment or requesting the Financely engagement agreement before arranging payment.
Build a Repeatable Origination Channel Around Your Credit Box
Financely can design, deploy and operate the front end of your financing pipeline, from market-facing acquisition funnels through transaction qualification and institutional introduction.
Submit Your Credit MandateFinancely provides corporate-finance advisory, transaction origination, structuring and arranging services. Capital providers retain sole responsibility for underwriting, diligence, pricing, approval, documentation and funding decisions. No volume of transactions, funded amount or investment outcome is guaranteed. Setup fees compensate Financely for the development and operation of the agreed origination infrastructure. Transaction-based or introducer compensation applies only where agreed in writing and legally permissible. Where applicable law requires an activity to be performed by an appropriately authorized intermediary, that activity is handled by the relevant authorized party.