Structured Lender Outreach
Run a professional lender process across banks, private credit funds, trade finance providers, project lenders, CRE debt funds and other institutional credit counterparties.
Financely prepares the transaction, identifies relevant lenders, conducts direct outreach and manages lender engagement through indicative terms, diligence and execution.
Upfront engagement fee for one defined financing mandate.
- Transaction review and lender positioning
- Targeted lender mapping
- Direct institutional outreach
- Follow-up and response management
- Term-sheet and proposal comparison
- Negotiation and execution support
Do more than identify lenders.
Companies can usually identify banks and private credit firms on their own. The difficult part is determining which institutions actually finance the transaction, reaching the appropriate origination or credit teams and managing the process after the first conversation.
Structured lender outreach converts a financing requirement into an organized institutional distribution process.
We review the transaction, define the relevant lender universe, distribute the opportunity to selected counterparties and coordinate lender engagement as the credit progresses through screening, underwriting and commercial negotiation.
Lender outreach built around the credit.
Different credit products require different lender universes. Distribution is built around the structure, asset, geography, collateral and repayment profile of the individual transaction.
Trade Finance
Borrowing bases, pre-export finance, inventory finance, receivables, supply-chain facilities, transactional working capital and structured commodity finance.
Project Finance
Renewable energy, power, infrastructure, battery storage and other project-level facilities underwritten against project contracts and cash flows.
Commercial Real Estate
Acquisition, bridge, development and refinancing facilities for commercial property sponsors and asset owners.
Acquisition Finance
Senior debt, unitranche, private credit and structured facilities supporting corporate and sponsor-led acquisitions.
Working Capital
Revolvers, asset-based lending, receivables finance, inventory facilities and other operating liquidity requirements.
Private Credit
Bespoke institutional debt for borrowers whose requirements fall outside standardized commercial-bank products.
Why lender outreach requires execution.
The lender has to fit the transaction.
A lender can operate in the correct industry and still be unsuitable because of ticket size, jurisdiction, leverage, collateral, transaction stage or internal portfolio restrictions.
The opportunity has to reach the right team.
Structured trade, project finance, CRE, private credit and asset-based lending are often handled by different origination and underwriting teams inside the same institution.
Lender interest has to be managed.
Initial interest commonly generates financial, legal, collateral and transaction-specific questions. The process can stall quickly when those requests are not coordinated.
Financing proposals need to be compared properly.
Pricing is only one component. Leverage, tenor, amortization, collateral, covenants, guarantees, conditions precedent and execution requirements can materially change the economics of a proposed facility.
From transaction review to lender execution.
Routine transactions can often move through initial distribution and market feedback within an approximately 45-day execution period, subject to lender diligence and client responsiveness.
Prepare
We review the financing requirement, borrower, use of proceeds, repayment source, available security and lender-facing documentation.
Target
Financely builds and prioritizes the lender universe according to facility type, transaction size, sector, geography, collateral and credit profile.
Distribute
We approach relevant lenders directly, manage initial screening and coordinate follow-up questions and information requests.
Execute
Interested lenders progress through indicative terms, underwriting, commercial negotiation, documentation and their independent credit approval process.
What the US$10,000 mandate includes.
The engagement covers an active lender distribution and execution process. It is not the purchase of a lender database or a package of introductions.
Transaction Positioning
Review of the proposed credit and organization of the core lender-facing financing request.
Lender Mapping
Identification and prioritization of credit providers with relevant mandates for the transaction.
Direct Distribution
Institutional outreach to selected banks, private credit funds and specialty lenders.
Lender Follow-Up
Active management of lender responses, screening questions and requests for additional information.
Proposal Comparison
Comparison of indicative proposals and term sheets across pricing, leverage, tenor, security, covenants and execution.
Execution Support
Coordination of commercial discussions and lender engagement as credible counterparties progress toward closing.
90-Day Lender Distribution Refund Guarantee
If Financely has not completed the agreed initial lender distribution within 90 calendar days after the mandate becomes active, the client may request a refund of the Structured Lender Outreach mandate fee, subject to the engagement terms.
The guarantee applies to Financely's completion of the agreed lender outreach work. It does not guarantee lender interest, indicative terms, a term sheet, credit approval or closing.
Guarantee
Structured Lender Outreach FAQ
What is structured lender outreach?
Structured lender outreach is a managed institutional distribution process. Financely reviews and positions the financing request, identifies relevant lenders, conducts direct outreach and manages lender engagement as the transaction progresses through screening, indicative terms and underwriting.
How much does Structured Lender Outreach cost?
The mandate fee is US$10,000 and is payable upfront when the engagement begins.
Is this a lender database or lender list?
No. The mandate is an active execution service. Lender mapping is only one component of the engagement. Financely also conducts distribution, manages follow-up, coordinates information requests and supports the financing process as lenders engage.
What types of transactions can you distribute?
Mandates can include structured trade finance, project finance, commercial real estate, acquisition finance, working capital, private credit, asset-based lending, refinancing and specialty finance.
Do you approach lenders directly?
Yes. Financely approaches selected banks, private credit funds, asset-based lenders, trade finance institutions, project lenders, CRE lenders and other relevant credit providers based on the transaction.
How do you determine which lenders to approach?
Lender selection is based on the proposed facility, transaction size, geography, sector, borrower profile, collateral, tenor, repayment source and other relevant underwriting characteristics.
What documents are required?
Requirements depend on the transaction. Financely generally needs sufficient information to identify the borrower, financing amount, use of proceeds, repayment source, ownership, financial position and available security. Transaction-specific documents may also be required.
How quickly can lender outreach begin?
Outreach can begin after the mandate has been executed, the engagement fee has cleared and Financely has received sufficient documentation to present the transaction credibly to lenders.
What does the 90-day refund guarantee cover?
If Financely has not completed the agreed initial lender distribution within 90 calendar days after the mandate becomes active, the client may request a refund of the mandate fee, subject to the exclusions and procedures stated in the executed engagement letter.
Does the 90-day guarantee mean financing is guaranteed?
No. The guarantee covers Financely's agreed lender outreach obligations. Banks and other lenders independently determine whether to review, price, approve or close a transaction.
Can you guarantee a term sheet?
No. Financely cannot guarantee lender appetite, a term sheet, credit approval or closing. Credit decisions are made independently by the institutions reviewing the transaction.
Does Financely lend directly?
No. Financely provides structured debt advisory, lender outreach and transaction execution services. Financely is not a bank or direct lender.
Do you work on a success-fee-only basis?
No. Lender mapping, transaction positioning, distribution and execution require substantial work before a financing outcome is known. Structured Lender Outreach therefore begins with the applicable upfront mandate fee.
Ready to put the transaction into the lender market?
Submit the borrower, requested amount, financing purpose, repayment source, available security and transaction documents. Suitable mandates can proceed directly into lender mapping and distribution.
Financely is a structured debt advisory and transaction execution firm and is not a bank or direct lender. Financely does not accept deposits or hold client funds. Financing remains subject to independent lender underwriting, KYC, AML, sanctions review, legal review, documentation and final credit approval. Pricing, leverage, security, tenor and other financing terms are determined by the applicable lender. The 90-day refund guarantee relates solely to Financely's completion of the agreed initial lender distribution and does not guarantee lender interest, a term sheet, credit approval, financing availability or closing. The executed engagement letter governs the final scope and guarantee terms.