Fractional CFO Services Quote
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Request A Fractional CFO Quote
Get CFO-level finance support for cash control, management reporting, FP&A, lender-ready numbers, working capital discipline, and better financial decision support.
Monthly engagements range from USD 5,000 to USD 25,000 depending on scope, reporting cadence, debt exposure, entity structure, finance team maturity, and transaction pressure.
Get A Quote
Submit the essentials. We will review your company profile, finance issue, and expected monthly scope before quoting.
Built For Companies That Need Finance Outputs Management Can Use
The service is shaped by private credit, asset-based lending, trade finance, acquisition finance, Commercial Real Estate debt, project finance, and structured credit work. The focus is on numbers that lenders, investors, buyers, and boards test during real decisions: liquidity runway, debt service capacity, gross margin integrity, working capital quality, covenant headroom, collateral coverage, and cash conversion.
Cash Control
13-week cash flow forecasting, receipts planning, AP discipline, payroll timing, debt service visibility, and working capital pressure review.
Reporting Discipline
Management accounts, KPI dashboards, budget variance, gross margin bridge, board packs, and decision-ready monthly reporting.
Lender Readiness
Borrowing base inputs, DSCR tracking, covenant calculations, lender update packs, refinancing support, and transaction preparation.
Staffing may include a senior CFO lead, FP&A analyst, controller-level support, and debt or treasury support depending on scope. Routine bookkeeping, tax filing, audit, and statutory accounting remain with the client’s accountant or licensed provider.
Corporate finance, structured finance, and fractional CFO advisory services are provided on a mandate basis. Tax filings, statutory audit, legal opinions, regulated accounting work, and regulated investment services should be handled by appropriately licensed professionals where required.
Independent Capital Advisory
About Financely
Financely is an independent capital adviser focused on trade finance, project finance, commercial real estate and M&A funding. We structure, underwrite and place transactions through regulated partners across banks, funds and insurers.
Our work is transaction-specific. We assess the underlying financing requirement, commercial structure, repayment mechanics, collateral, documentation and counterparty risks before preparing opportunities for lender or investor review.
In trade and commodity finance, this includes analysis of the underlying trade, payment mechanics, market evidence, collateral controls and compliance risks. Engagements are undertaken on a best-efforts basis and do not constitute a commitment to lend or invest. All transactions remain subject to KYC, AML, due diligence, credit approval and counterparty requirements.
Trade Finance Expertise
Institutional Trade Finance Experience
Financely combines experience across documentary credits, structured trade finance, commodity finance, structured credit and working-capital facilities with transaction structuring, underwriting preparation and capital placement capabilities.
Our trade finance capabilities cover import, export, pre-shipment, post-shipment and commodity-backed financing structures across Europe, Africa, the Middle East, South Asia and Southeast Asia. We assess the commercial transaction alongside the proposed financing structure, including payment mechanics, counterparties, collateral, repayment sources and transaction controls.
Financely supports importers, exporters, commodity traders, manufacturers and other operating companies with structuring, underwriting preparation and placement of financing opportunities with banks, private credit funds, specialty lenders, insurers and other institutional capital providers.
Our work may include documentary credit structures, supplier financing, receivables facilities, inventory financing, borrowing-base facilities, pre-export finance and other structured working-capital solutions. Each mandate is developed around the underlying trade flow, credit profile and requirements of prospective financing providers.
Trade Finance Capabilities
- Documentary letters of credit under UCP 600
- Standby letters of credit under ISP98
- UPAS and supplier-payment structures
- Import and export financing
- Pre-export and pre-shipment facilities
- Post-shipment financing
- Receivables discounting and financing
- Inventory-backed facilities
- Commodity-backed working-capital facilities
- Borrowing-base financing structures
- Collateral-control structures
- Structured credit and private debt facilities
Underwriting & Execution
- Transaction structure and financing analysis
- Trade-flow and repayment-source assessment
- Counterparty and commercial-document review
- Collateral and security-package structuring
- Cash-control and repayment mechanisms
- KYC, AML and compliance coordination
- Credit memorandum and lender-package preparation
- Financial and transaction data-room preparation
- Lender and capital-provider identification
- Financing structure and term-sheet coordination
- Documentation-process coordination
- Financing placement and execution support
Financely's trade finance capabilities include postgraduate finance qualifications and professional experience across banking, structured credit, documentary trade finance, working-capital finance and cross-border commodity transactions. Sector exposure includes energy, metals, agricultural commodities, industrial products and general import-export trade.
Advisory Services
Find the Right Financing Service
Select the financing category relevant to your transaction. Each mandate is assessed based on transaction structure, capital requirement, execution readiness and lender suitability.
Trade Finance Advisory
Structuring and placement for importers, exporters, commodity traders and companies executing cross-border transactions. Mandates may involve documentary credits, commodity-backed facilities, receivables, inventory and structured working capital.
Project Finance Advisory
Debt and capital advisory for renewable energy, infrastructure, industrial and other capital-intensive projects. Financely supports sponsors with financing structure, lender preparation and capital placement.
Commercial Real Estate Finance
Capital advisory for commercial property acquisitions, developments, bridge transactions, construction projects and refinancing requirements.
M&A and Acquisition Finance
Capital structuring for acquisitions, buyouts, sponsor-backed transactions and strategic corporate purchases. Mandates may combine senior debt, private credit, bridge capital and mezzanine financing.
Private Credit and Structured Debt
Bespoke debt structures for companies and sponsors requiring institutional capital outside conventional bank lending parameters.
Financely Structured Finance Insights
