Financely · AI Tools · Lender Matching · Business Financing
AI-Powered Lender Match for Business Financing: 12,000+ Lenders Across CRE, Trade Finance, Project Finance, and Acquisitions
Most borrowers spend weeks reaching out to lenders who turn out to have no appetite for their deal type, their geography, or their transaction size. That wasted outreach delays closings, burns credibility with advisors and brokers, and makes the borrower look unsophisticated. AI Lender Match solves the first problem in any capital raise: finding the right lenders to approach. The tool routes your transaction across a database of over 12,000 verified lenders, filtering by deal type, deal size, geography, and structure, and returns a matched list of providers whose stated appetite aligns with your transaction parameters. USD 4,999 for annual access. 90-day refund guarantee.
The Problem AI Lender Match Solves
Why It ExistsFinding the right lender for a specific transaction is harder than most borrowers expect. Banks and non-bank lenders have narrow, specific mandates: particular deal types, minimum and maximum sizes, geographic footprints, asset class preferences, credit criteria, and structural requirements. A lender who finances commercial real estate bridge loans in the United States has no appetite for a sugar trade LC on the West Africa corridor. A fund that provides acquisition debt for mid-market businesses in Europe may not touch project finance. The lender universe is vast but highly segmented, and the cost of approaching lenders outside your deal's parameters — in time, in credibility, and in opportunity cost — is significant.
The traditional approach to lender identification relies on advisor networks, broker relationships, and trial-and-error outreach. This works if you have established relationships and time. For borrowers who need to move faster, who are entering a new asset class or geography, or who simply lack the contact network to shortlist the right providers, it is slow and expensive. AI Lender Match compresses that process by running your transaction parameters against 12,000+ lenders instantly, filtering down to the most probable fits before the first call is made.
What AI Lender Match Does — and What It Does Not
ScopeUnderstanding the exact scope of the tool matters before subscribing. AI Lender Match is a lender identification and routing service. It is not a placement agent, an advisor, or an underwriting service.
| What it includes | What it does NOT include |
|---|---|
| Lender identification across 12,000+ providers | Deal preparation or underwriting memo drafting |
| Routing by deal type, size, geography, and structure | Financial model or pitch deck preparation |
| Matched lender list with fit ratings | Placement agent services or negotiation |
| Coverage across all four deal categories | Capital raising execution or securities placement |
| Annual access with unlimited matching | Term sheet guarantees or financing commitments |
| 90-day refund guarantee on the subscription fee | Advisory, structuring, or lender management services |
Need more than lender identification? If your transaction requires full deal preparation — financial modelling, underwriting memo, lender outreach management, term sheet negotiation, and placement — Financely offers full advisory mandates under a separate scope and fee arrangement. Submit your deal for review to get a quote for advisory services. The two can be used together: use AI Lender Match to identify the universe, then engage a Financely advisory mandate to prosecute the most promising introductions.
The Four Deal Categories
CoverageCommercial Real Estate
Lender matching for acquisition financing, construction debt, bridge loans, refinancing, and development finance across property types and geographies. The lender universe covers banks, debt funds, insurance companies, CMBS lenders, and private credit providers active in real estate.
- Bridge loans — acquisition and transitional assets
- Construction debt — ground-up and major renovation
- Acquisition finance — stabilised and value-add assets
- Refinancing — existing CRE debt restructure
- Senior, mezzanine, and preferred equity positions
Trade Finance
Lender and bank matching for trade finance instruments and working capital facilities. Covers importers, exporters, and traders across commodities, manufactured goods, and structured trade flows.
- Letters of credit — sight, usance, and confirmed
- Standby letters of credit and bank guarantees
- Inventory finance and warehouse lending
- Accounts receivable and supply chain finance
- Pre-shipment and post-shipment finance lines
Project Finance
Lender matching for limited and non-recourse debt for energy, infrastructure, and capital-intensive project development. The lender universe includes DFIs, infrastructure debt funds, commercial banks with project finance desks, and specialised non-bank lenders.
- Senior debt for renewable energy and power
- Infrastructure debt — transport, utilities, social
- Junior and mezzanine debt for project structures
- Construction finance for greenfield projects
- Refinancing of operational project assets
Business Acquisitions
Lender matching for debt and preferred equity to finance business purchases, management buyouts, and platform acquisitions. Covers senior debt, unitranche, mezzanine, and preferred equity providers active in the lower and mid-market.
- Acquisition finance — senior and unitranche debt
- Mezzanine debt for leveraged buyouts
- Preferred equity for acquisition structures
- Management buyout and succession financing
- Add-on acquisition debt for platform companies
How the Routing Works
MethodologyThe matching engine filters the lender universe through four sequential layers to produce a ranked list of providers whose stated appetite aligns with your specific transaction. Each layer narrows the field progressively.
CRE, Trade Finance, Project Finance, or Acquisitions — routes to the relevant lender segment
Lenders filtered by minimum and maximum ticket size — removes mismatched scale
Lenders active in your target market — US, EMEA, APAC, MENA, Africa, cross-border
Facility type — bridge, LC, construction, inventory, refi, senior, mezz, preferred
Ranked lender output with fit ratings — ready to approach with your deal package
Facility Types Covered
Deal RoutingBridge Loans
Short-term senior debt for transitional real estate and acquisition situations. Lenders matched by asset type, LTV, and jurisdiction.
Letters of Credit
Documentary and standby LCs for trade transactions. Banks and non-bank providers matched by corridor, commodity, and LC type.
Acquisition Financing
Senior, unitranche, and mezzanine debt for business and asset purchases. Lenders matched by deal size, sector, and structure.
Refinancing
Debt refinance for CRE, operating businesses, and project assets. Lenders matched by asset class, debt quantum, and tenor.
Construction Debt
Development and construction finance for real estate and infrastructure. Lenders matched by project type, LTC, and completion profile.
Inventory Finance
Warehouse lines and inventory lending for commodity traders and distributors. Providers matched by asset class, jurisdiction, and control requirements.
Pricing and the 90-Day Guarantee
Access & CostAnnual access to the full lender matching engine
One subscription covers all four deal categories — Commercial Real Estate, Trade Finance, Project Finance, and Business Acquisitions — with unlimited lender matching for the duration of the annual term. No per-match fees. No additional charges for multiple transactions.
Important scope limitation: AI Lender Match is intended for companies and sponsors that require lender matching only. The service is strictly limited to lender identification, routing, and matching based on the information provided by the client. It does not include deal preparation, underwriting memo drafting, financial model preparation, pitch deck preparation, placement agent services, negotiation, capital raising execution, or securities placement. Any broader advisory, packaging, structuring, or placement support must be engaged separately under a different scope and fee arrangement.
Who AI Lender Match Is Designed For
Ideal UsersReal Estate Sponsors
Developers, acquirers, and operators who need to identify bridge, construction, or acquisition lenders quickly for a deal that is under contract or moving toward closing. Reduces the time spent approaching lenders with no appetite for the asset type or geography.
Commodity Traders and Importers
Traders and importers who need LC issuance, inventory finance, or trade credit lines and want to identify banks and non-bank providers active in their specific corridor and commodity before making outreach.
Project Developers
Renewable energy and infrastructure developers who need to identify the right debt providers — DFIs, commercial banks, or infrastructure funds — for a specific project profile before investing in a full information memorandum process.
Business Buyers and Acquirers
Entrepreneurs, family offices, and search funds pursuing acquisitions who need to identify senior debt, unitranche, or mezzanine lenders suited to the target company's size, sector, and cash flow profile.
Finance Brokers and Advisors
Independent brokers and financial advisors who want to expand their lender network without maintaining a full research function — accessing the matching database to identify providers for client deals across multiple categories.
CFOs and Treasurers
In-house finance leaders at growing companies who manage capital raising directly and want structured, comprehensive lender identification without retaining a full advisory firm for each transaction.
Get Your Lender Match
Access 12,000+ lenders across Commercial Real Estate, Trade Finance, Project Finance, and Business Acquisitions for USD 4,999 per year with a 90-day refund guarantee. Sign up through the intake form and get started immediately.
Frequently Asked Questions
AI Lender Match routes your transaction details — deal type, size, geography, and structure — across a database of over 12,000 lenders and returns a matched lender list ranked by fit probability for your specific transaction parameters. It is a lender identification and routing tool. It does not include underwriting memo drafting, financial model preparation, placement services, negotiation, or capital raising execution. Those services are available separately under Financely's full advisory mandate structure. If you are unsure which service fits your situation, submit your deal for a review and we will advise.
The tool covers four deal categories: Commercial Real Estate (bridge loans, construction debt, acquisition finance, refinancing), Trade Finance (letters of credit, standby LCs, inventory finance, receivables lines), Project Finance (senior and junior debt for energy and infrastructure), and Business Acquisitions (senior, mezzanine, and preferred equity for acquisition financing). Within each category, routing is further refined by deal size, geography, asset type, and specific facility structure. If your facility type is not listed explicitly, submit it anyway and the engine will route based on the closest parameters.
Annual access is priced at USD 4,999 and includes full access to lender matching across all four deal categories for the full twelve-month term. There are no per-match fees and no additional charges for running multiple transactions through the tool during the subscription period. The subscription includes the 90-day refund guarantee — if you are not satisfied with the lender matches returned, you can request a full refund of the USD 4,999 within 90 days of purchase.
If you are not satisfied with the lender matches returned by the tool, you can request a full refund of the annual subscription fee of USD 4,999 within 90 days of your original purchase. The guarantee is designed to remove the risk of subscribing without knowing whether the tool will return useful matches for your specific deal type and geography. To request a refund within the guarantee period, contact the Financely support desk at [email protected].
No. AI Lender Match is strictly a lender identification and routing service. It identifies lenders whose stated appetite matches your transaction parameters based on the information you provide. It does not guarantee that any lender will issue a term sheet, provide indicative terms, or that financing will ultimately close. Lender decisions depend on full credit underwriting, due diligence, current market conditions, and the strength of the borrower's deal package. Please review Financely's earnings disclaimer at financely-group.com/earningsdisclaimer before subscribing.
If your transaction requires full deal preparation — including financial modelling, underwriting memorandum, information memorandum, lender outreach management, term sheet negotiation, and placement — Financely offers full advisory mandates under a separate scope and fee arrangement. You can submit your deal for review and Financely will revert within one business day with a quote for the appropriate advisory scope. AI Lender Match and a full advisory mandate can be used together: the matching tool identifies the lender universe, and the advisory mandate manages the introduction and negotiation process with the most promising lenders on the list.
Start Matching — USD 4,999 Annual Access
Sign up through the intake form and get immediate access to the lender matching engine across all four deal categories. 90-day refund guarantee. No placement fees. No advisory retainer. Lender identification and routing, nothing more and nothing less.
Disclaimer: AI-Powered Lender Match is intended for companies and sponsors that require lender matching only. The service is limited to lender identification, routing, and matching based on the information provided by the client. It does not include deal preparation, underwriting memo drafting, financial model preparation, pitch deck preparation, placement agent services, negotiation, capital raising execution, or securities placement. Any broader advisory, packaging, structuring, or placement support must be engaged separately under a different scope and fee arrangement. Financely makes no assurance regarding capital-raising outcomes. See our earnings disclaimer for full details. Services are strictly business-to-business.