Accountants & CFO Advisors
Professionals advising companies on financial performance, expansion, working capital, acquisitions and balance-sheet strategy.
Referral Partners
Bring Us Credible Transactions
Financely works with professional intermediaries and trusted commercial partners who encounter companies, sponsors, developers and asset owners with genuine financing requirements. We provide the transaction assessment, structuring and capital-provider engagement required to move qualified opportunities forward.
Professional Collaboration
Build Long-Term Relationships Around Serious Commercial Opportunities
Partner Profiles
Professionals Who Refer Transactions to Financely
The strongest referral relationships usually come from professionals who already advise business owners, investors, developers or transaction principals and occasionally encounter financing requirements outside their own execution capabilities.
Lawyers & Transaction Counsel
Attorneys whose clients require acquisition debt, project capital, refinancing, structured credit or transaction financing.
Business Brokers & M&A Advisors
Intermediaries whose buyers, independent sponsors or acquirers require financing to complete transactions.
Real Estate Professionals
Commercial brokers, developers and advisers encountering acquisition, bridge, development or refinancing requirements.
Commodity & Trade Professionals
Commercial professionals working with companies requiring documentary credits, working capital or structured trade facilities.
Consultants & Corporate Advisors
Strategy, project, engineering and commercial advisers whose clients require specialist financing support.
Referral Quality
What Makes a Strong Introduction
Financely prioritizes commercially credible transactions with identifiable decision-makers, a defined capital requirement and enough information to conduct a meaningful initial assessment.
Identified transaction principal
Defined financing amount
Clear use of proceeds
Credible repayment source
Existing commercial activity
Supporting documentation
Realistic execution expectations
Professional engagement
Referral Process
A Structured Partnership From the Start
Referral partners are onboarded before client introductions begin. This establishes the relationship in writing and gives both sides a clear framework for future referrals.
01
Apply
Complete the Partner Application
Provide the basic information we need to understand your professional activity and the types of financing opportunities you expect to introduce.
02
Sign
Receive the Referral Partner Agreement
After completing the application, Financely sends the Referral Partner Agreement for electronic signature. The agreement documents the relationship and the applicable commercial terms before introductions begin.
03
Onboard
Complete the Standard Onboarding Procedure
Referral partners follow the same established Financely onboarding procedure used across our transaction workflow. The difference is that the referral relationship is documented in advance so the agreed commercial relationship is protected.
04
Refer
Introduce Clients Directly Through Our Website
Once onboarding is complete, you can introduce qualified clients and financing opportunities directly through Financely's website. The referred client then enters our normal qualification, engagement and transaction process.
Partner Application
Apply to Join the Financely Referral Network
We keep the application deliberately concise. We only need enough information to understand who you are, your professional activity and the types of transactions you expect to introduce.
01
Submit Application
Provide your basic professional and referral profile.
02
E-Sign the Agreement
Receive the Referral Partner Agreement for electronic signature.
03
Complete Onboarding
Follow the standard Financely onboarding procedure.
04
Start Referring
Introduce qualified clients directly through Financely's website.
Referral Partner Application
Applications are intended for professional and commercial referral partners. No client transaction needs to be submitted at this stage.
Application received. Financely will send you the Referral Partner Agreement for electronic signature. Once the agreement and onboarding procedure are completed, you can begin introducing qualified clients directly through our website.
The Referral Partner Agreement establishes the relationship between Financely and the referring partner before client introductions begin. Where referral compensation is agreed and legally permissible, the agreement sets out the applicable commercial terms, referral attribution, payment conditions and other protections. Referred clients then follow Financely's standard onboarding and transaction procedure.
Referable Mandates
Financing Capabilities
Submission of a referral partner application does not create an agency, employment, partnership or financing relationship. Referral arrangements are subject to Financely's acceptance, written agreement and applicable law. Financely provides corporate-finance advisory and arranging services on a best-efforts basis and does not guarantee financing or transaction completion.