Structuring
- Debt sizing, leverage tests, and use of proceeds
- Security package, intercreditor needs, and carve outs
- Financial covenants and reporting cadence
- Draw schedule and conditions precedent
Debt Placement & Capital Raising
End to end placement for private credit, mezzanine, and project debt. We prepare bank-ready files, run a targeted process with decision makers, and close on schedule.
We structure terms, size covenants and security, and position the credit with banks and private lenders that have live appetite for your sector and corridor. Our output is a lender-grade package and negotiated term sheet that reflects cash flows, collateral, and jurisdiction, followed by coordinated documentation to funding.
Scope of Services
Credit Pack
- Executive memo and model with sensitivities
- Business plan, market work, and contracts
- KYC and ownership map prepared for onboarding
- Term sheet first draft aligned to lender practice
Placement
- Target list by ticket, corridor, and limits
- Direct outreach to credit committees
- Q and A managed to decision and pricing
- Indicative offers compared and negotiated
Closing
- Documentation plan and checklist control
- Third party reports coordinated where needed
- CP tracking and funding mechanics set
- Post close monitoring handover
Products We Place
- Senior term loans and acquisition debt
- Unitranche and mezzanine with warrants where applicable
- Project finance term debt with milestone draws
- Asset backed lines over receivables and inventory
- Bridge facilities with defined takeout
Eligibility and Dossier
Minimums
- Ticket from USD 5,000,000
- Identified source of repayment and cash flow visibility
- Defined timeline and deliverables for diligence
Core Dossier
- Corporate KYC, ownership chart, and management bios
- Historical and projected financials with assumptions
- Contracts, permits, collateral schedule
- Use of proceeds and draw timetable
Process
Onboarding
Mandate and KYC. Scope, timeline, and data room set. Credit objectives confirmed.
Underwriting
Model, memo, covenant map, and draft term sheet prepared. Collateral and controls validated.
Placement
Targeted outreach, Q and A, and pricing negotiation to heads of terms.
Closing
Documents executed, CPs cleared, funds released. Monitoring handover.
Pricing Guidance
- Retainer USD 25,000 to 100,000 based on scope and timetable
- Success fee 2 to 5 percent of funded amount, tiered by size and complexity
- Third party costs passed at cost
- Success fee payable at funding or upon first draw
Final economics depend on leverage, structure, sector risk, collateral, and jurisdiction.
Request a Debt Placement Proposal
Share your dossier. We respond with target lenders, structure, pricing view, and a closing timetable.
Provide financials, use of proceeds, collateral schedule, timetable, and preferred corridors. Indicate senior, unitranche, mezzanine, or project debt.
All engagements are subject to underwriting, KYC and AML, sanctions screening, lender approval, documentation, and conditions precedent.
Financely acts as advisor and arranger. We are not a bank and do not take deposits. Nothing here is an offer, solicitation, or commitment to lend. Funding is provided by licensed counterparties subject to credit approval and final documentation.
