Evaluation
Deal Evaluation
US$12,500
For sponsors that need an institutional assessment before committing to full structuring or lender distribution.
- Transaction and credit evaluation report
- Financing viability and risk assessment
- Repayment, collateral and leverage review
- Legal opinion from qualified counsel
- Recommended financing path
Start Engagement
Structuring
Deal Structuring
US$50,000
For transactions that need to be converted into a lender-ready institutional credit package.
- Everything in Deal Evaluation
- Financial model
- Debt-capacity analysis
- Financing / credit memorandum
- Independent feasibility study
- Capital structure and lender-ready package
Start Engagement
Full Mandate
Full Advisory + Distribution
US$100,000
+ 6.25% success fee
For clients that want Financely to structure the transaction and run the lender-facing execution process.
- Everything in Deal Structuring
- Lender mapping
- Targeted lender introductions
- Distribution and lender Q&A management
- Term-sheet comparison and negotiation support
- Execution support through closing
Start Engagement
Initial paid intake:
US$500. The intake covers file review, transaction assessment and preparation
of the appropriate transaction-specific engagement letter if Financely elects to proceed. The intake fee is separate
from the advisory package price.
6.25% annual support fee
Calculated on the committed face value.
Monthly or quarterly billing
The first premium is due at the end of the first completed billing period.
Flexible validity
From one trading cycle to typically 36 months, with longer periods considered where required.
| Face Value |
Fixed Engagement Fee |
Annual Collateral / Guarantee Fee |
Payment Timing |
| US$1M – US$5M |
US$25,000 |
6.25% of face value |
Monthly or quarterly |
| Over US$5M – US$10M |
US$50,000 |
6.25% of face value |
Monthly or quarterly |
| Over US$10M – US$25M |
US$75,000 |
6.25% of face value |
Monthly or quarterly |
| Over US$25M – US$50M |
US$100,000 |
6.25% of face value |
Monthly or quarterly |
| Over US$50M – US$100M |
US$150,000 |
6.25% of face value |
Monthly or quarterly |
| Above US$100M |
US$250,000 |
6.25% of face value |
Monthly or quarterly |
Minimum support period
One trading cycle. For short-duration import and export transactions, the support period may be as short as 5 days.
Typical maximum validity
36 months. Longer periods may be accommodated where the transaction, provider and documentation support them.
Renewals
Subject to re-underwriting, continued compliance and provider approval. A 10-business-day renewal grace period may apply.
The 6.25% annual collateral / guarantee fee is calculated on the committed face value, not the amount ultimately drawn.
Bank charges, SWIFT fees, legal costs, valuations, collateral perfection, trustees, insurance, taxes and other
third-party execution costs are separate.
Need collateral or guarantee support?
Start the collateral engagement to calculate the indicative cost and submit the requirement.
Start Collateral Engagement
Structured debt advisory
Covers trade finance, project finance, commercial real estate debt, acquisition finance and other structured
borrowing requirements.
Collateral / guarantee support
Covers collateral leasing, Standby Letters of Credit, Documentary Letters of Credit, Bank Guarantees and
commercial loan guarantees for qualified transactions.
Financely provides paid structured-finance advisory, structuring and arrangement services. Financely is not a bank,
deposit-taking institution, guarantor or securities broker-dealer. Financing, issuance, collateral acceptance,
beneficiary acceptance and transaction completion remain subject to underwriting, compliance, documentation and
third-party approval. Where regulated activity is required, appropriately licensed or authorized counterparties are used.