Specialty Finance Deal Flow. Pre-Screened. Structured. Ready to Underwrite.
Financely originates deal flow across trade finance, commodity finance, project finance, and structured lending. Every borrower who reaches our network has been through an initial review of their transaction, their documentation, and their counterparty position.
You set your mandate. We match you with deals that fit it. You spend your time on credit decisions, not on filtering enquiries that were never going to work.
The Problem With Most Specialty Finance Deal Flow
Most lenders in specialty finance report the same origination problem. The volume of inbound enquiries is high. The proportion that actually fits their mandate, arrives with adequate documentation, and has a credible repayment structure is low. The gap between receiving an enquiry and getting to a term sheet is filled with requests for basic information that should have been assembled before the borrower made contact.
That gap costs underwriting time, relationship capital, and in a market where deal windows are short, it costs deals. A commodity trader who cannot get to a credit decision within their shipment window goes elsewhere. A project sponsor who is asked for the same document three times moves to a different lender.
Financely sits between borrowers and lenders to resolve this. We structure the borrower's presentation before it reaches you. We verify the counterparties, review the underlying transaction, and ensure the documentation package is complete and coherent. What arrives on your desk is a deal, not an idea.
What Types of Deals We Originate
Our borrower base spans the full spectrum of specialty and structured finance. Lenders in the network specify which verticals and deal types they want to receive, and we match accordingly.
| Finance Vertical | Typical Deal Profile | Typical Ticket Range |
|---|---|---|
| Trade Finance | Import and export transactions requiring LC issuance, DLC discounting, back-to-back structures, and open-account receivables finance. Borrowers include commodity traders, manufacturers, and import-export intermediaries. | $500K to $50M per transaction |
| Structured Commodity Finance | Pre-export finance, prepayment facilities, borrowing base facilities, and inventory finance for physical commodity traders across agricultural products, metals, energy, and chemicals. | $2M to $100M per facility |
| Project Finance | Infrastructure, energy, and industrial projects requiring senior debt, mezzanine, or equity bridge financing. Transactions typically have confirmed offtake agreements, EPC contracts, or government-backed concessions. | $10M to $500M per project |
| Acquisition Finance | Bridge loans, unitranche facilities, and mezzanine structures supporting business acquisitions, owner-operator buyouts, and carve-out transactions in the lower and middle market. | $5M to $150M per transaction |
| Commercial Real Estate | Senior debt, bridge finance, construction lending, and mezzanine capital for income-producing and development CRE assets across key global markets. | $5M to $200M per asset |
| Working Capital and Receivables | Invoice finance, factoring, supply chain finance, and revolving receivables facilities for operating businesses with recurring revenue from creditworthy counterparties. | $1M to $50M per facility |
| Pre-Shipment and Export Finance | Working capital advances for exporters and commodity sellers funding procurement or production before goods are shipped and before buyer payment arrives. | $500K to $30M per transaction |
| SBLC and Bank Instrument-Backed Lending | Financing backed by standby letters of credit, bank guarantees, and other performance instruments used as credit enhancement in trade and project transactions. | $1M to $100M per facility |
What We Do Before a Deal Reaches You
Every borrower who submits a transaction through Financely goes through an initial review before we consider making a lender introduction. This is not a light-touch filter. It is a substantive assessment of whether the transaction is structured, documented, and credible enough to be worth a lender's time.
Transaction Review
We assess what is being financed, who the counterparties are, what the repayment mechanism is, and whether the deal structure is consistent with how lenders in the relevant vertical actually underwrite. Deals without a credible repayment mechanism or a defined collateral position are not passed to the network.
Counterparty Verification
We conduct initial verification of the key counterparties in each transaction. Buyers, suppliers, offtakers, and project sponsors are checked for existence, registration, and any immediately obvious red flags before the deal is packaged for lender review. This does not replace your own KYC but removes the most common sources of wasted time.
Documentation Assessment
We review what documentation the borrower has in place and identify what is missing before introduction. A deal that arrives at your desk will have a clear indication of what has been sighted and what is outstanding. You are not starting a documentation chase from scratch.
Mandate Matching
We maintain detailed lending criteria profiles for every lender in the network: deal type, ticket size, geography, commodity, sector, credit requirements, and structure preferences. Deals are introduced only to lenders whose criteria the transaction genuinely fits. We do not broadcast deals to the full network.
Deal Packaging
We prepare a structured deal summary covering the borrower profile, transaction mechanics, counterparty overview, collateral position, repayment waterfall, and documentation status. This is what arrives on your desk, not a forwarded email from a broker.
Ongoing Structuring Support
After introduction, we remain available to both sides to resolve structuring questions, assist with documentation gaps, and help move the transaction through due diligence. Our interest is in completed transactions, not just introductions, which aligns us with your objective of closing funded deals.
Who the Lender Network Is For
The Financely lender network is open to regulated and institutional capital providers actively deploying in one or more of the specialty finance verticals we serve.
- Trade finance banks and commodity finance desks with active origination mandates
- Private credit funds and direct lending platforms deploying in structured lending
- Family offices and private capital providers with flexible mandate parameters
- Non-bank specialty lenders in trade, ABL, invoice finance, and working capital
- Development finance institutions and export credit agencies
- Debt funds and structured credit vehicles focused on asset-backed transactions
- Project finance lenders and infrastructure debt funds
- Mezzanine funds and subordinated debt providers in acquisition and project finance
Principals only. The network is for institutions deploying their own or managed capital. If you are an advisor or intermediary seeking to place borrower clients, the correct route is through our borrower origination process rather than lender onboarding.
What Lenders in the Network Receive
Mandate-Matched Deal Flow
Transactions introduced to you match your stated criteria on deal type, ticket size, geography, and structure. You will not receive agricultural commodity finance deals if your mandate is infrastructure debt. Matching is maintained and updated as your mandate evolves.
Pre-Packaged Transaction Summaries
Each introduction includes a structured summary covering borrower profile, transaction mechanics, counterparty overview, collateral position, repayment waterfall, and documentation status. The information needed for an initial credit assessment is in one place.
Selective Introduction Volume
We do not operate a high-volume broadcast model. Lenders receive a lower volume of higher-quality introductions. The goal is a strong conversion rate from introduction to term sheet, not a high volume of introductions requiring significant filtering before any are actionable.
Direct Borrower Access
Once an introduction is made, you engage directly with the borrower. We facilitate the introduction and remain available to both parties, but we do not intermediary every subsequent communication. You build the lending relationship directly.
Confidentiality and Lender Privacy
Your lending criteria profile is not published or shared outside the deal introduction process. Borrowers are not given your contact details until an introduction has been agreed and both parties have been briefed. Your institution's information remains private within the network.
No Upfront Fees for Lenders
Lender onboarding is at no cost. Our fees are borrower-side. You do not pay to receive deal flow, to set up your lending profile, or to review transaction summaries. Fee structures at close, where applicable, are agreed transparently on a deal-by-deal basis.
Why the Market Creates This Opportunity
Growing regulatory capital requirements have made commodity and specialty finance increasingly capital-intensive for banks, driving mid-market deal flow toward non-bank lenders and private credit. At the same time, the number of well-structured borrowers trying to access that capital has grown significantly, particularly in trade finance, commodity finance, and project finance across emerging and frontier markets where traditional bank relationships are harder to establish.
The result is a structural imbalance: substantial deal flow from creditworthy, well-structured borrowers who cannot access the right lenders efficiently, and lenders with active mandates who cannot find deal flow that is pre-screened and ready to underwrite without significant origination overhead. Financely exists to resolve that imbalance, operating as the origination and structuring layer between the two.
The lower middle market and specialty finance segment currently offers lenders spreads of SOFR+450 to SOFR+475, representing a 100 to 150 basis point premium over broadly syndicated markets, with stronger covenants and less competition from bank capital. For lenders who can underwrite asset-backed and transaction-secured structures, the current environment presents a compelling deployment window.
How the Onboarding Process Works
Joining the Financely lender network is straightforward. The onboarding process captures your mandate accurately so that introductions are relevant from day one.
- Complete the lender onboarding form. The form captures your institution details, lending mandate, deal type preferences, ticket size range, geography, and any sector or structure restrictions. It takes approximately ten minutes to complete.
- Mandate review. Our team reviews your profile to confirm alignment with the deal flow we originate and to clarify any mandate parameters before introductions begin.
- Introductions begin. Once your profile is active, you receive deal introductions as transactions matching your criteria come through the Financely origination pipeline. Each introduction is accompanied by a structured deal summary.
- Direct engagement. You review the deal summary and decide whether to engage. If you wish to proceed, we facilitate the direct introduction to the borrower and remain available to both parties throughout due diligence and documentation.
- Mandate updates. Your criteria can be updated at any time as your deployment priorities evolve. We actively maintain lender profiles rather than treating them as static records.
Join the Financely Lender Network
Complete the lender onboarding form to set your mandate and start receiving pre-screened specialty finance deal flow matched to your criteria. No upfront fees. No commitment required before you review a deal.
Frequently Asked Questions
What types of lenders can join the network?
Banks, non-bank specialty lenders, private credit funds, direct lending platforms, family offices, debt funds, development finance institutions, and institutional capital providers actively deploying in specialty finance. The network is for principals only.
Is there a cost to join as a lender?
No. Lender onboarding and deal flow reception are at no cost. Our fees are borrower-side. Fee arrangements that apply at transaction close, where applicable, are discussed transparently on a deal-by-deal basis.
How are deals matched to my lending criteria?
Your onboarding form captures deal type, ticket size, geography, sector, structure preferences, and any exclusions. Transactions are introduced to you only when they match your stated criteria. Your profile can be updated at any time as your mandate evolves.
What due diligence does Financely conduct before introducing a deal?
We conduct an initial transaction review, counterparty verification, and documentation assessment before any lender introduction. This is not a substitute for your own KYC and credit underwriting, but it removes the most common sources of wasted time at the initial screening stage.
Will my identity and lending criteria be shared with borrowers?
No. Your institution's profile and criteria are not published or shared outside the introduction process. Borrowers do not receive your contact details until a mutual introduction has been agreed and both parties have been briefed.
Can I specify geographies or sectors I will not lend to?
Yes. Your mandate profile can include geographic restrictions, sector exclusions, minimum or maximum ticket sizes, currency preferences, and structure requirements. We maintain these criteria actively and update them when you notify us of changes.
What happens after an introduction is made?
You engage directly with the borrower. We facilitate the introduction, share the deal summary, and remain available to both parties throughout due diligence and documentation. We do not intermediary every subsequent communication. The lending relationship is yours.
How quickly will I start receiving deal introductions?
Once your profile is reviewed and confirmed, introductions begin as matching deals come through the origination pipeline. Volume depends on the specificity of your mandate and current deal flow in your target verticals. We communicate expected introduction frequency during onboarding.
Ready to Set Your Mandate and Receive Deal Flow?
If you would like to discuss your mandate or understand more about the deal flow in a specific vertical before completing the onboarding form, our team is available to speak with you directly.
Disclaimer: Financely operates as a finance advisory and deal origination platform. We do not provide regulated investment advice, act as a credit intermediary under applicable lending regulations, or guarantee deal outcomes. All lending decisions are made independently by lenders in the network based on their own credit assessment and due diligence. Deal flow statistics are indicative and subject to variation. Lenders should conduct their own independent legal, compliance, and credit review before committing to any transaction.