01
Defined Capital Requirement
The requested amount should correspond to a specific use of proceeds such as acquisition funding, working capital, project development, refinancing or asset purchase.
Transaction Criteria
What Makes a Financing Mandate Credible
Financely evaluates commercial financing requests around the underlying credit case. A strong mandate combines a defined capital requirement with credible economics, an identifiable repayment source and documentation that can withstand professional underwriting.
Initial Assessment
Lenders Underwrite the Transaction Behind the Request
Financing begins with the economics of the transaction rather than the amount requested. Our team reviews the business, asset, project, contract or acquisition that will support the facility and considers whether the proposed structure is commercially coherent.
The assessment also considers documentation quality, jurisdiction, counterparties, collateral and execution timing. Clients can review our broader operating model before submitting a mandate.
Underwriting Screen
Five Elements of a Strong Financing Case
These factors help determine whether a transaction is ready for lender engagement and what financing structure may be appropriate.
02
Identifiable Repayment Source
Lenders require a credible route to repayment through operating cash flow, contracted receivables, asset disposal, refinancing, project revenue or another documented source.
03
Commercially Verifiable Economics
Revenue, margins, contracts, asset values, project assumptions and counterparties should be capable of independent review during underwriting.
04
Organized Supporting Documentation
Financial statements, contracts, corporate records, models, valuations and transaction documents should support the financing narrative presented to capital providers.
05
Execution and Diligence Readiness
Decision-makers should be available to address lender questions and complete KYC, AML, sanctions review, diligence and documentation within the proposed transaction timeline.
Transaction-Specific Criteria
Different Assets Require Different Credit Logic
A commodity facility is assessed differently from a solar project or commercial property acquisition. The financing structure must reflect the cash cycle, collateral and risk characteristics of the underlying transaction.
Submit Your Transaction for Review
Provide the financing amount, use of proceeds, repayment source, jurisdiction and available documentation so our team can assess the strength and structure of the mandate.
Meeting general transaction criteria does not constitute approval or a financing commitment. All capital remains subject to third-party underwriting, lender approval, KYC, AML, sanctions review, documentation and applicable transaction conditions.