NAV Loan Deal Generation for Lenders
Build a consistent pipeline of funds actively seeking NAV financing instead of relying on sporadic referrals, intermediaries, conferences or passive inbound enquiries.
You define the transactions your lending team wants. We build and operate the acquisition funnel, qualify prospective borrowers against your criteria and deliver relevant opportunities directly to the inbox your origination team monitors.
Turn a dry NAV lending pipeline into active dealflow.
A lender can have deployable capital, a capable underwriting team, competitive pricing and a defined NAV loan product while still suffering from an inconsistent origination pipeline.
The constraint is often not lending capacity. It is maintaining enough qualified funds entering the funnel when they are actively seeking financing.
Our NAV Loan Deal Generation programme creates that acquisition layer for you. Financely runs PPC, online, offline and PR positioning campaigns designed to reach funds seeking NAV financing now.
You define the credit box. We configure the funnel around it and route qualifying opportunities directly to your lending team.
Build an active origination pipeline of funds currently seeking NAV financing.
- Funnel deployment within 48 hours following onboarding
- PPC, online, offline and PR positioning campaigns
- Campaigns built around current NAV loan intent
- Qualification against your lending criteria
- Dealflow routed directly to your designated email inbox
- Your team controls underwriting and closing
Solve the origination problem upstream.
NAV lending is heavily relationship-driven. That can make pipeline volume dependent on sponsors, advisers, conferences, private-equity relationships, introducers and the timing of individual borrower enquiries.
When those channels slow down, capital can remain undeployed while origination teams spend time prospecting funds that are outside mandate, too early in their financing cycle or not currently seeking a NAV loan.
Our model moves acquisition upstream. We position dedicated campaigns in front of funds demonstrating present NAV loan intent and qualify incoming enquiries against the mandate you submit before delivery.
Your team receives relevant dealflow without having to build the acquisition infrastructure internally.
Generate opportunities your lending team can pursue.
The acquisition strategy starts with your lending criteria rather than a generic database of fund contacts.
Current Financing Intent
Campaigns target prospective borrowers actively researching, evaluating or requesting NAV financing now.
Credit-Box Alignment
Specify fund type, minimum NAV, facility size, geography, asset profile, leverage, advance rate and exclusions before launch.
Direct Dealflow Delivery
Qualifying enquiries are routed directly to the Dealflow Delivery Email supplied during onboarding.
No Static Lists
Financely generates new demand through live campaigns. We do not sell recycled borrower databases or historical contact lists.
Our current average lead acquisition cost across campaigns.
Acquisition costs can reach this level through certain conferences, intermediaries and relationship-led origination channels.
From your credit box to live NAV loan dealflow.
Funnel deployment is targeted within 48 hours after completed onboarding, cleared payment and counterparty verification.
Define
Submit the borrower and facility profile you want to originate, including eligible fund types, NAV thresholds, facility range, jurisdictions and underwriting constraints.
Deploy
We configure the acquisition funnel, qualification logic, positioning and campaign channels around those parameters.
Receive
When a prospective borrower applies through the funnel and satisfies your criteria, the enquiry is sent directly to your designated Dealflow Delivery Email.
Contact
Your lending team receives the opportunity in its inbox and contacts the prospect directly by phone or email to confirm the financing requirement.
Close
Your team controls structuring, underwriting, diligence, credit approval, documentation, pricing and closing.
Choose the economics for closed transactions.
The US$20,000 trial covers the 90-day deal-generation campaign. Closed transactions then follow the commercial model selected during onboarding.
US$50,000 Flat Per Closed Deal
The fee remains US$50,000 irrespective of the NAV loan amount. Financely retains commercial rights to the campaign-derived lead database, subject to applicable privacy and data-protection law.
0.50% of Amount Closed
The fee is calculated on the closed principal amount. The lender receives commercial rights to the campaign-derived lead database, subject to applicable privacy and data-protection law.
Five Qualified Leads Within Nine Days
Financely will refund the US$20,000 trial fee if fewer than five Qualified Leads are delivered within nine calendar days following Campaign Go-Live.
Campaign Go-Live occurs once the trial fee has cleared, complete lending criteria have been submitted, counterparty verification has been completed and all information required for deployment has been provided.
A Qualified Lead means an independent fund manager, sponsor, principal or authorized representative that satisfies the lender's submitted eligibility criteria, provides valid contact information and demonstrates present intent to evaluate or obtain a NAV loan.
The guarantee applies to qualified lead delivery. Underwriting, approval, transaction execution and closing remain subject to the lender's credit process and the merits of each transaction.
Within 9 Days
Commercial & Campaign Questions
Key points for lenders evaluating the 90-day deal-generation mandate.
What exactly qualifies as a Qualified Lead?
A Qualified Lead must satisfy the lending criteria submitted during onboarding, provide valid contact information and demonstrate present intent to evaluate or obtain a NAV loan. Qualification is based on the criteria agreed before Campaign Go-Live.
How quickly can you put the campaign live?
Funnel deployment is targeted within 48 hours following cleared payment, completed lending criteria, successful counterparty verification and receipt of the information required for launch.
How is the dealflow delivered to our team?
You provide a dedicated Dealflow Delivery Email during onboarding. Qualified NAV loan enquiries are routed directly to that inbox as they are received and qualified. You may use an individual email address or a shared origination inbox.
Does the borrower see our lender name during the acquisition process?
No. The acquisition funnel is operated independently by Financely. Your company, regulatory and lending-capacity information is collected for verification and campaign configuration rather than public funnel branding.
Can we change our credit criteria after the campaign launches?
Yes. Material changes to facility size, geography, NAV thresholds, eligible fund types, leverage, advance rates or other qualification criteria may require changes to campaign targeting and qualification logic. Changes during the initial guarantee period may also require the guarantee measurement period to be adjusted.
How does the nine-day refund guarantee work?
If fewer than five Qualified Leads are delivered within nine calendar days following Campaign Go-Live, the US$20,000 trial fee is refundable under the guarantee terms stated on this page and the executed engagement terms.
When is the success fee triggered?
The applicable success fee is triggered by a transaction closing with a borrower generated through the campaign. The commercial model selected during onboarding determines whether the fee is US$50,000 flat per closed deal or 0.50% of the amount closed.
What is the difference between the two data-rights models?
Under the US$50,000 flat closing-fee model, Financely retains commercial rights to the campaign-derived lead database. Under the 0.50% closing-fee model, the lender receives commercial rights to the campaign-derived database. All data handling remains subject to applicable privacy and data-protection law.
Put More NAV Loan Opportunities Into Your Pipeline
Submit your lending criteria, complete payment and pass verification. We will configure the funnel and begin generating qualified dealflow.
This service concerns marketing, deal generation and qualified lead delivery for lenders. Financely does not guarantee credit approval, transaction execution or closing. The lender remains responsible for underwriting, KYC, AML, sanctions review, regulatory compliance, documentation, pricing, credit approval and transaction execution. Campaign-derived data rights remain subject to applicable privacy and data-protection law. Executed engagement terms govern the final commercial relationship and refund provisions.