01 / RETAINER
Advisory Retainer
Paid at engagementCovers the initial allocation of advisory resources and may include transaction assessment, structuring, financial analysis, lender positioning, documentation and execution preparation.
Fees & Engagement
Commercial Terms Built Around the Mandate
Financely structures advisory fees according to transaction complexity, anticipated workload, specialist requirements and execution scope. Engagement terms are established before substantive advisory work begins.
Fee Structure
How Advisory Fees Are Structured
The commercial model depends on the work required. A straightforward consultation has a different scope from a multi-jurisdiction project financing or a structured trade mandate requiring financial analysis, documentation and lender engagement.
02 / CONSULTATION
Consultation Fees
Defined advisory scopeUsed for focused assignments such as transaction reviews, financing strategy, structuring advice, credit analysis or specialist consultations where a broader capital-raising mandate is unnecessary.
03 / TRANSACTION
Success or Finder Fees
Where applicableCertain engagements include a transaction-based fee linked to financing successfully introduced or completed. The applicable calculation and payment mechanics are defined in the engagement agreement.
04 / SPECIALIST
Additional Workstreams
Mandate dependentComplex assignments may require financial modeling, valuation, technical analysis, due diligence or other specialist resources. Any material additional scope is addressed through the applicable engagement terms.
Engagement Model
Scope First. Resources Second. Execution Third.
Financely establishes the transaction scope and commercial terms before mobilizing the advisory team. This creates a defined mandate with clear responsibilities and an identifiable route to execution.
01
Initial Review
Assess the financing requirement and available transaction information.
02
Define Scope
Determine the advisory work, specialist requirements and execution strategy.
03
Engagement
Agree commercial terms and formalize the mandate.
04
Mobilization
Begin structuring, preparation and relevant capital-provider engagement.
Advisory work begins before a financing source evaluates the transaction. The retainer compensates Financely for professional work performed during assessment, structuring and preparation. More context is available in our guide to upfront advisory fees and our operating model.
Request Commercial Terms for Your Mandate
Submit the transaction type, requested financing amount, use of proceeds and available documentation so our team can determine the appropriate advisory scope.
Advisory fees compensate Financely for professional services and do not constitute a deposit, collateral contribution or guarantee of financing. Funding decisions remain subject to independent third-party underwriting, diligence and approval.