Corporate Finance and Funding FAQ

Certain mandates include a success fee or finder's fee linked to financing introduced or completed. The applicable calculation, trigger and payment terms are established in the engagement agreement.

Financely is an advisory firm and does not operate as a deposit-taking institution. Advisory fees compensate the firm for professional services and should not be confused with collateral, lender deposits or borrower equity contributions.

Initial qualification is generally handled through written transaction information so the relevant team can first assess the request. Calls are arranged when they are useful to a qualified mandate or the applicable advisory engagement.

Financing decisions are made by the relevant lender or capital provider following independent underwriting. Financely can improve transaction preparation and market positioning, while approval remains subject to credit, diligence and documentation requirements.

Strong mandates generally have a defined use of proceeds, credible economics, an identifiable repayment source and information that can withstand professional review. Asset quality, collateral, counterparties and jurisdiction may also influence underwriting.

Financely acts as an advisor and arranger rather than a direct lender. Depending on the mandate, our role can include structuring the transaction and introducing appropriate banks, private credit funds, specialty lenders or other capital providers.

Bank instruments are issued by qualified financial institutions. Financely can provide advisory and arranging support around eligible documentary credit, standby letter of credit and guarantee requirements where appropriate.

Start with the requested amount, use of proceeds, jurisdiction, business or project description, repayment source and current financing structure. Supporting financial statements, contracts, models or asset information should be included when available.

Timing depends on structure, transaction readiness, lender diligence and documentation. A straightforward credit can progress faster than a project finance mandate, acquisition financing or cross-border structured transaction with multiple counterparties.

The advisory team begins the agreed workstreams, which may include structuring, financial analysis, lender materials, specialist review and targeted capital-provider engagement. The execution process then progresses through diligence, indicative terms and documentation.

Yes. Financing transactions typically require identity, corporate, beneficial ownership and sanctions-related checks. Capital providers may also apply additional compliance and diligence requirements based on jurisdiction and transaction type.