Too Much Capital Chasing Too Few Deals
Expand qualified borrower coverage without turning senior investment professionals into full-time originators.
Private Credit Origination
Build a Proprietary Pipeline of Private Credit Opportunities
Financely builds dedicated borrower-origination infrastructure for private credit funds, direct lenders and specialty finance platforms that need more qualified deployment opportunities.
We take your underwriting mandate and convert it into a repeatable sourcing system. Borrowers are targeted and screened around the transaction sizes, sectors, leverage parameters, collateral profiles, geographies and uses of proceeds your investment team is prepared to underwrite.
Apply for an Origination Mandate 01
Mandate-Specific
Sourcing is built around your actual credit box and investment criteria.
02
Qualified Borrowers
Initial screening occurs before opportunities reach the investment team.
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Proprietary Channels
Add direct borrower origination alongside existing sponsor and intermediary coverage.
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Deployment Focus
The funnel is designed around transactions your fund can actually finance.
The Origination Problem
Good Capital Does Not Automatically Produce Good Deal Flow
Private credit funds often have substantial deployment capacity while their investment teams continue to depend on sponsor relationships, debt advisers and intermediaries for most new opportunities. We build an additional origination layer focused on direct and mandate-compatible borrower flow.
Too Much Off-Mandate Deal Flow
Apply minimum loan size, revenue, EBITDA, leverage, collateral and sector criteria before delivery.
Over-Reliance on Intermediaries
Add direct borrower acquisition channels alongside investment banks, sponsors, brokers and advisers.
Weak Opportunities Consume Analyst Time
Collect initial underwriting data before your investment team spends time on a transaction.
Specialized Strategies Need Specialized Sourcing
Build funnels around specific collateral classes, industries, financing products and corporate events.
Origination Should Operate Continuously
Establish an operating system that feeds new opportunities into the pipeline throughout the mandate.
Origination Architecture
Your Credit Box Becomes the Acquisition Strategy
We map the mandate first. The sourcing infrastructure is then built around the exact borrower characteristics, financing requirements and transaction structures that matter to your underwriting team.
01
Define
Map check size, leverage, borrower profile, sectors, collateral and exclusions.
02
Acquire
Build dedicated borrower acquisition channels around the approved mandate.
03
Screen
Capture initial credit information and remove clearly off-mandate enquiries.
04
Deliver
Route qualified opportunities into your underwriting pipeline with structured information.
Origination Packages
Choose the Coverage Model That Fits Your Fund
Both mandates start with a detailed mapping of your credit strategy. The integrated mandate adds direct offline coverage across borrowers, sponsors, advisers and referral channels.
Private Credit Origination Funnel
A dedicated digital borrower-acquisition and qualification system built around your underwriting criteria and preferred financing products.
Setup Fee
$100,000
Plus 1% finder’s fee on funded originated transactions
- Credit-box mapping
- Borrower segmentation
- Financing-product positioning
- Dedicated landing-page infrastructure
- Structured borrower intake
- Preliminary qualification logic
- CRM and pipeline routing
- Digital borrower acquisition campaigns
- Deal summary preparation
- Origination reporting
Digital + Offline Origination Program
A broader origination mandate combining the full digital funnel with manual market coverage, relationship sourcing and direct borrower outreach.
Setup Fee
$250,000
Plus 1% finder’s fee on funded originated transactions
- Everything in the $100,000 mandate
- Offline origination architecture
- Corporate borrower target mapping
- Private equity sponsor coverage
- Independent sponsor coverage
- Debt adviser and intermediary mapping
- Direct borrower outreach workflows
- Referral-channel development
- Manual deal qualification
- Integrated origination reporting
Integrated Origination
Reach Borrowers That Never Enter an Online Financing Funnel
Some of the most relevant private credit opportunities are sourced through ownership networks, advisers, sponsors, corporate relationships and identifiable financing events. The $250,000 mandate adds a structured offline sourcing layer to the digital origination infrastructure.
Corporate Target Mapping
Build borrower universes by sector, revenue, ownership, geography and financing trigger.
Sponsor Coverage
Identify private equity and independent sponsors whose deal profiles fit the mandate.
Adviser Coverage
Map relevant M&A advisers, debt advisers and corporate finance intermediaries.
Direct Borrower Outreach
Build targeted outreach workflows around identifiable financing requirements and corporate events.
Referral Development
Expand the network of professionals capable of introducing mandate-compatible borrowers.
Manual Qualification
Screen sourced opportunities before introducing them into the lender's underwriting process.
Mandate Matching
Source Against the Variables That Drive Your Credit Decision
We can build broad middle-market origination or narrow the mandate to a highly specific credit strategy.
Minimum and maximum facility or commitment size.
Minimum company scale and operating history.
Profitability thresholds and cash-flow requirements.
Maximum leverage and debt-service parameters.
Receivables, inventory, equipment, real estate or other eligible asset classes.
Preferred sectors, concentration limits and exclusions.
National, regional or cross-border origination parameters.
Acquisition, refinancing, working capital, growth or recapitalization.
Credit Strategies
Originate the Transactions Your Investment Team Wants to See
The mandate can focus on one lending strategy or several adjacent products with separate qualification criteria.
Senior secured corporate loans
Unitranche financing
Asset-based lending
Acquisition financing
Sponsor-backed transactions
Non-sponsored middle-market credit
Working-capital facilities
Receivables financing
Inventory-backed facilities
Equipment financing
Commercial real estate credit
Bridge financing
Special situations
Growth debt
Refinancing opportunities
Recapitalizations
Engagement Process
From Credit Mandate to Live Origination
Financely manages the sourcing infrastructure. Your investment team retains full control over diligence, pricing, structure, credit approval and final deployment decisions.
01
Map
Document the credit box, target deals and hard exclusions.
02
Build
Establish the digital or integrated origination infrastructure.
03
Launch
Activate the agreed borrower, sponsor and intermediary channels.
04
Qualify
Screen opportunities against preliminary mandate criteria.
05
Underwrite
Your investment team evaluates and closes selected opportunities.
Origination Mandate Application
Define Your Fund's Origination Mandate
Complete the information below so we can evaluate mandate fit, configure the sourcing strategy and prepare an engagement letter around your actual underwriting requirements.
Frequently Asked Questions
Private Credit Deal Sourcing
Who is this service designed for?
The service is designed for private credit funds, direct
lenders, BDCs, specialty finance companies, family offices,
asset managers and other institutional capital providers
seeking additional borrower origination.
What does the $100,000 mandate include?
The $100,000 mandate covers development of a dedicated
digital origination funnel around your credit strategy.
This includes mandate mapping, borrower positioning, landing
infrastructure, intake, qualification logic, digital
acquisition channels, CRM routing and deal-flow reporting.
What does the $250,000 mandate include?
The $250,000 mandate includes the full digital origination
infrastructure plus offline borrower sourcing, sponsor
coverage, adviser mapping, referral-channel development,
direct outreach workflows and manual deal qualification.
How does the 1% finder’s fee work?
The commercial model includes a 1% fee calculated on the
funded amount of successfully originated transactions where
permitted under the applicable engagement structure,
jurisdiction and governing law. Final payment mechanics are
documented in the engagement agreement.
Can we define a very narrow credit box?
Yes. The sourcing mandate can be configured around specific
loan sizes, industries, geographies, leverage limits,
collateral classes, ownership profiles, sponsor requirements
and uses of proceeds.
Can you source sponsor-backed deals only?
Yes. The mandate can focus exclusively on private
equity-sponsored transactions, independent sponsors,
non-sponsored companies or a combination.
Can you source asset-based lending opportunities?
Yes. Origination can be configured around receivables,
inventory, equipment, real estate and other eligible
collateral structures.
Does Financely underwrite the borrower?
Financely performs preliminary qualification against the
agreed origination criteria. Your investment team retains
responsibility for credit underwriting, diligence, pricing,
structure, investment committee approval and funding.
Are funded deals guaranteed?
No. Origination is provided on a best-efforts basis.
Transaction volume and closings depend on the mandate,
borrower quality, market conditions and the lender's
independent underwriting decisions.
Why is the application so detailed?
Private credit origination only becomes useful when the
sourcing criteria reflect the lender's actual underwriting
mandate. The application gives us enough information to
qualify the engagement, structure the origination strategy
and prepare the proposed engagement letter.
Build an Origination Engine Around the Credit You Want to Deploy
Select the $100,000 digital mandate or the $250,000 integrated digital and offline program. Define your investment criteria, current deployment capacity and target borrower profile through the application so we can structure the engagement around the opportunities your investment team actually wants to underwrite.
Complete the Origination Mandate ApplicationFinancely provides business development, private credit origination, corporate finance advisory and transaction-support services on a best-efforts basis. Financely does not act as the lender and does not make credit or investment decisions on behalf of a private credit fund. All underwriting, diligence, pricing, structuring, documentation, approval and funding decisions remain with the applicable lender. The $100,000 and $250,000 fees relate to the establishment and operation of the agreed origination infrastructure. Any transaction-based, finder or success fee is payable only where provided for in the executed engagement agreement and where permissible under the applicable transaction structure, jurisdiction and regulatory requirements. Financely does not guarantee transaction volume, borrower eligibility, capital deployment, lender approval or transaction completion.