NAV Lending Deal Origination for Institutional Lenders
Institutional Lending Origination

NAV Lending Deal Origination

Build a Repeatable NAV Lending Pipeline

Financely builds online and offline origination funnels for banks, private credit funds, asset managers and institutional lenders seeking NAV financing opportunities that fit a defined credit mandate.

We structure the positioning, qualification process, digital funnel, referral channels, outreach workflows and pipeline infrastructure needed to create consistent deal flow.

View Packages and Fees Start Onboarding
5-10 Days Routine funnel build
Online + Offline Coordinated origination channels
Mandate-Specific Built around your credit box

NAV lending requires more than a generic list of fund managers. A lender needs opportunities that align with its target fund strategies, acceptable collateral, concentration limits, minimum NAV, advance rates, leverage, geography, tenor and transaction size.

Financely converts those requirements into an origination system. The objective is to create a clear route from market identification and first contact through qualification, underwriting intake and lender review.

Commercial structure: the selected retainer covers funnel development and implementation. A separate finder fee applies when a protected transaction closes or receives its first funding.

The fee schedule is fixed by package and completed transaction size. Approved third-party costs are separate and are not incurred without client approval.

Service Package Retainer Payment Timing Finder Fee
NAV Origination Funnel Build USD 75,000 Paid in full before commencement Completed transaction schedule below
Full NAV Origination Programme USD 150,000 Paid in full before commencement Completed transaction schedule below
Exclusive Origination Partnership Bespoke Retainer Paid before commencement Schedule below unless different terms are approved in writing

Finder Fee per Completed Referred Transaction

Total Committed Transaction Size Finder Fee Payment Deadline
Below USD 25 million USD 100,000 Within 5 business days of closing or first funding
USD 25 million to below USD 50 million USD 250,000 Within 5 business days of closing or first funding
USD 50 million to below USD 100 million USD 500,000 Within 5 business days of closing or first funding
USD 100 million to below USD 250 million USD 750,000 Within 5 business days of closing or first funding
USD 250 million to below USD 500 million USD 1,000,000 Within 5 business days of closing or first funding
USD 500 million or more Greater of USD 1,250,000 or 0.25% Within 5 business days of closing or first funding

Transaction-size calculation: transaction size means the maximum committed principal or economic equivalent. It includes associated facilities, simultaneous tranches, related commitments and connected transaction vehicles.

Media expenditure, specialist datasets, travel, translations, technology subscriptions and other approved third-party costs are separate. All amounts exclude applicable taxes.

Core Funnel

NAV Origination Funnel Build

USD 75,000
Fixed upfront retainer
  • Lender positioning and offer framework
  • One core conversion landing page
  • Fund and borrower intake form
  • Basic CRM routing specification
  • Target-market and referral framework
  • Core email and LinkedIn sequence
  • Offline referral activation plan
Expanded Programme

Full NAV Origination Programme

USD 150,000
Fixed upfront retainer
  • Everything in the Funnel Build package
  • Expanded market and segment mapping
  • Multiple acquisition pathways
  • Advanced qualification architecture
  • Online and offline outreach workflows
  • Pipeline reporting structure
  • Implementation and optimisation support
Custom Mandate

Exclusive Origination Partnership

Bespoke
Custom upfront retainer
  • Custom regional or strategy mandate
  • Dedicated origination architecture
  • Tailored qualification procedures
  • Institution-specific market coverage
  • Custom CRM and reporting design
  • Extended campaign infrastructure
  • Commercial terms recorded during onboarding

The Guarantee and the Anti-Guarantee

Funnel Delivery Guarantee

We Guarantee the Defined Funnel Deliverable

For either fixed-price package, Financely will deliver the Core Funnel within 10 business days after the Commencement Date.

If the Core Funnel is not delivered for reasons solely within Financely's control, the client may provide written notice. If delivery remains uncured for another 10 business days, the client may terminate and receive a 100% refund of the fixed retainer.

The Commencement Date begins after cleared payment, complete requirements, required access and compliance approval have all been received.

Outcome Anti-Guarantee

No Responsible Originator Can Guarantee a Closing

Financely does not guarantee a minimum number of prospects, qualified opportunities, fund managers, mandates, credit approvals, completed transactions, deployed capital, revenue or investment return.

Results depend on market conditions, pricing, lending capacity, credit criteria, underwriting decisions, response times and counterparty behaviour outside Financely's control.

The refund guarantee concerns delivery of the Core Funnel. It is not a guarantee of a financing transaction or commercial outcome.

Onboarding and Funnel Build Process

1

Select a Package

Choose the USD 75,000, USD 150,000 or bespoke engagement.

2

Make Payment

Pay using Financely's official bank instructions and retain the transaction reference.

3

Submit Requirements

Provide the mandate, credit box, ticket size, geography and payment confirmation.

4

Review and Sign

Review the agreement, electronically sign it and submit the onboarding package.

5

Build the Funnel

Routine funnels are built within 5 to 10 business days after commencement.

6

Activate Deal Flow

The qualification workflow and agreed origination channels move into operation.

Client Expectations

Accurate Credit Parameters

Provide current ticket sizes, pricing, eligibility criteria, exclusions, geography and approval requirements.

One Authorised Decision-Maker

Appoint a person who can approve positioning, workflows and routine implementation decisions.

Timely Responses

Provide requested materials and approvals within one business day when the stated delivery timetable is required.

Required Systems Access

Provide appropriate domain, website, CRM and communication-channel access.

Prompt Opportunity Review

Review opportunities promptly and provide clear accept, decline or information-request decisions.

Transaction Transparency

Notify Financely of discussions, commitments, closings and funding involving protected opportunities.

Compliance Ownership

Maintain required permissions and perform independent underwriting, KYC, AML and sanctions reviews.

No Circumvention

Do not use an affiliate, intermediary or alternative structure to avoid an applicable finder fee.

Complete Payment Before Onboarding

Use Financely's official bank details to pay the selected retainer. Return with the payment date, remitting institution and transaction reference.

Open Official Bank Details Continue to Onboarding

Submit the client's legal information, payment confirmation and complete lending mandate. The agreement will open for electronic signature before submission.

1. Select and Pay
2. Submit Mandate
3. Sign Agreement

Build Your NAV Lending Origination Funnel

Select your engagement, complete the retainer payment and submit your lending requirements to begin onboarding.

View Packages and Start

Disclaimer: Financely provides commercial origination, structuring and funnel-development services. Financely is not a bank and does not make lending, investment or credit decisions. Clients remain responsible for underwriting, regulatory permissions, KYC, AML, sanctions screening, compliance and final transaction approval.

Learn more about NAV financing, specialty finance and private credit transaction preparation.