Debt Placement, Loan Packaging And Lender Outreach

Debt Placement And Lender-Ready Loan Packaging Service

Financely prepares lender-ready loan packages for companies raising debt capital, refinancing existing debt, funding acquisitions, financing contracts, securing working capital facilities, or approaching private credit lenders. We package the transaction into a professional debt financing memo, organize the borrower’s credit file, prepare the lender narrative, and introduce suitable files to lenders based on loan size, sector, collateral, cash flow, EBITDA, leverage, repayment source, and facility type.

This service is for companies seeking debt facilities of USD 2,500,000 or more. The fixed debt packaging, credit memo preparation, and lender outreach fee is USD 8,500, payable upfront before work begins.

Deliverables

  • Lender-ready loan package.
  • Debt financing memo.
  • Credit memo-style transaction summary.
  • Sources and uses table.
  • Debt schedule review.
  • Collateral and repayment summary.
  • Lender outreach positioning.

Facility Types

  • Senior secured debt.
  • Bridge loans.
  • Working capital facilities.
  • Acquisition finance.
  • Refinancing facilities.
  • Asset-based lending.
  • Private credit facilities.
  • Structured debt.

Lender Review Focus

  • Borrower profile.
  • Use of proceeds.
  • EBITDA and cash flow.
  • Debt service coverage.
  • Collateral package.
  • LTV, LTC, or advance rate.
  • Repayment source.
  • Exit or refinancing strategy.

Pricing And Eligibility

Service Fee: USD 8,500 upfront.

Minimum Debt Raise: USD 2,500,000.

Service Scope: Commercial loan package preparation, debt information memorandum, credit memo-style lender summary, financial and collateral positioning, lender outreach preparation, and lender introductions for suitable transactions.

Common Use Cases: Business expansion, acquisition finance, working capital, refinancing, bridge debt, Commercial Real Estate debt, trade finance, receivables finance, inventory finance, asset-based lending, project debt, and private credit placement.

Lenders do not want scattered documents and vague funding requests. They want a clean credit file: borrower overview, transaction rationale, sources and uses, repayment source, financial performance, collateral support, debt schedule, covenant considerations, DSCR, leverage profile, lender protections, risks, mitigants, and proposed facility terms. Financely prepares the file so the transaction can be reviewed as a debt placement opportunity rather than an incomplete loan inquiry.

Start Your Debt Placement Package

Pay the USD 8,500 service fee directly, then submit your borrower documents for loan packaging, credit memo preparation, and lender outreach review.

Pay USD 8,500

Financely is a corporate finance advisory firm and does not operate as a bank, direct lender, securities broker, or guaranteed funding provider. Debt placement support, lender outreach, loan packaging, credit memo preparation, and lender introductions are subject to borrower documentation, lender appetite, underwriting, KYC, AML, sanctions screening, financial review, collateral review, legal documentation, market conditions, and final approval by the relevant funding parties. Payment of the service fee does not guarantee a term sheet, credit approval, commitment letter, or funding.