Trade Finance
Letters of credit, SBLC, receivables, inventory, pre-export, borrowing-base and trade bridge facilities. Trade finance advisory.
Paid Structured Debt Advisory
Hire Financely for a Structured Debt Mandate
We structure and execute debt mandates across trade finance, project finance, commercial real estate and business acquisitions.
Start with a USD 500 paid intake. We review the actual file, determine the likely scope and, if we are prepared to proceed, issue the transaction-specific engagement letter. If your finance team requires a pro forma invoice, request it in the intake.
Paid advisory only
Transaction-specific scope
Dedicated consultant after onboarding
Licensed partners where required
Project Finance
Construction and long-term project debt, including limited-recourse and non-recourse structures where bankability supports them. Project finance advisory.
Commercial Real Estate
Acquisition, construction, bridge, refinance, recapitalization and gap financing. CRE debt advisory.
Business Acquisition Debt
Senior debt, unitranche, mezzanine, bridge and acquisition gap capital. Acquisition financing.
Structuring & Readiness
USD 20,000–30,000Capital structure, debt capacity, repayment analysis and lender-readiness work before distribution.
Packaging & Lender Readiness
USD 30,000–50,000Credit materials, structure refinement, lender mapping and preparation for a controlled financing process.
Placement & Execution
USD 40,000–100,000+Targeted distribution, lender dialogue, term-sheet support and execution coordination.
These are indicative ranges.
The intake calculator gives an approximate quote. The final mandate fee and scope are set only after we review the file because two transactions in the same category can require materially different work.
Commercial Real Estate Construction, bridge, refinance and gap debt
Trade Finance Energy, commodity and cross-border working-capital structures
Solar Project Finance Development, construction and long-term project debt
Wind Project Finance Limited-recourse and non-recourse structures where bankable
Commodity Trade Finance Bulk cargo, inventory, pre-export and borrowing-base facilities
What the mandate changes
From a financing requirement to a lender-ready debt process
Financely is hired to convert the underlying transaction into a defined credit case, build the right financing process around it and coordinate execution. The output is a managed mandate, not a spreadsheet of lender names.
01
Paid intake
You submit the transaction, supporting file and core economics, then pay the USD 500 intake fee.
Result: a reviewable transaction record, not an informal enquiry.
02
Scope & engagement
We assess structure, stage, documentation, repayment, leverage, collateral, sponsor position and the work required.
Result: a defined advisory scope and transaction-specific engagement letter.
03
Structuring & lender readiness
After onboarding, the mandate is organized around the credit questions lenders actually underwrite.
Result: a coherent financing structure, lender package and mapped counterparty universe.
04
Execution
Where the mandate includes distribution, we manage lender dialogue, responses, negotiation and financing workstreams.
Result: a controlled financing process with clear ownership and next actions.
Your dedicated consultant coordinates the mandate
Once the full mandate is executed, paid and onboarded, you receive a dedicated Financely consultant. Complex mandates are staffed around the actual file rather than assigned to a generic permanent bench. Team assembly typically takes 5–10 business days where specialist credit, modelling, sector or execution skills are required.
60–100 hrs
Routine structured debt mandate
100–200+ hrs
More complex mandates
USD 15k–40k+
Typical specialist capacity mobilized before external costs
Commercial terms & critical questions
Know the rules before you submit
We want qualified principals to move quickly and everyone else to self-select out before consuming either side's time.
Who should proceed
Companies, sponsors, acquirers, funds and authorized transaction principals with an identifiable debt requirement, supporting documentation and a budget for paid professional advisory work.
Who should not proceed
We do not provide unpaid transaction reviews, free lender lists, success-fee-only work, guaranteed funding claims or speculative work for unverifiable broker chains.
Free review requests
Success-fee-only
Lender-name fishing
Unmandated broker chains
Why is the initial intake USD 500, and does it mean you have accepted the mandate?
The USD 500 pays for professional review of the file, preliminary scope assessment and preparation of the appropriate engagement documentation if we are prepared to proceed. It does not mean the full mandate has been accepted. After review, we decide whether the transaction fits our mandate and what scope is required.
Can you issue a pro forma invoice with the engagement letter?
Yes. Ask for it in the intake. If we are prepared to proceed, we can issue a pro forma invoice alongside the transaction-specific engagement letter using the company and accounts-payable details supplied.
Can you work success-fee-only, review the deal for free or give me lender names first?
No. Financely works under paid advisory mandates. Financeability assessment, lender mapping, structure review and transaction-specific counterparty work are professional services. We do not use unpaid calls or free lender lists as a substitute for engagement.
Can you advise on gap financing or bridge capital?
Yes, where the shortfall is identifiable and the repayment or take-out case is credible. This can include trade finance gap facilities, commercial real estate gap financing, acquisition gap financing and acquisition bridge capital. We will not use debt to conceal a missing sponsor contribution or an unfinanceable capital structure.
Do you advise on SBLC and documentary letter of credit transactions?
Yes, where the instrument serves a legitimate trade, credit-enhancement or structured debt purpose. See our SBLC and letter of credit advisory and documentary letter of credit services. Financely is not the issuing bank. We do not participate in fictitious leased-instrument programs, fabricated bank messaging or unverifiable monetization schemes.
Can project finance be non-recourse? What about 100% financing or a pre-revenue SPV?
Non-recourse or limited-recourse project finance can be appropriate where project bankability supports it. The analysis turns on project economics, sponsor equity, permits, EPC and completion risk, contracted revenue or offtake, debt-service capacity, security and lender appetite. See our non-recourse project finance coverage. A pre-revenue SPV can be financeable when supported by credible sponsors, assets, contracts, permits, equity and project economics. There is no universal 100% financing product.
Can brokers or intermediaries submit transactions?
Only where they have clear authority from the principal, direct access to the decision-makers and a complete transaction file. We are not interested in long broker chains, anonymous mandates, unverifiable principals or fee-sharing discussions before the transaction has been qualified.
Will I have a dedicated consultant, and why does team assembly take 5–10 business days?
Yes. Active mandates have a dedicated Financely consultant coordinating the client relationship. Complex files may require specialist credit, modelling, project finance, trade finance, CRE, acquisition finance, sector or regulated-partner capabilities. We assemble that team after onboarding around the actual scope. Routine mandates commonly use 60–100 professional hours; complex mandates can exceed 100–200 hours.
Are you a securities broker-dealer, and can you guarantee funding?
No. Financely provides structured debt advisory and is not a securities broker-dealer. Regulated functions are handled by appropriately licensed or authorized partners where required. We do not guarantee funding, lender approval, issuance, pricing, timing or closing. Advisory fees purchase professional work, not a guaranteed financing result.
Start your engagement
Submit the transaction and receive your approximate quote
The intake shows no more than three questions at a time. After Formspree confirms receipt, you are redirected to the USD 500 intake payment page. We do not review the file until the intake fee is paid.
Submission does not create an advisory relationship and does not obligate Financely to accept the full mandate. After Formspree confirms receipt, you are redirected to the USD 500 intake payment page. File review begins after payment. Financely does not guarantee funding, approval, issuance, lender participation, pricing, timing or closing.