For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Why Financely
Financely combines transaction structuring, specialist execution and targeted capital-provider engagement for financing requirements that need preparation before they reach the market.
Our Differentiation
Complex financing requires more than introductions. The quality of the structure, documentation and execution strategy directly affects how efficiently lenders can evaluate the opportunity.
Financely reviews the use of proceeds, repayment source, collateral, transaction economics and proposed structure before approaching capital providers.
We assemble consultants according to the sector, credit structure and technical requirements of the transaction rather than relying on a single generalist team.
Our work can include financial analysis, models, credit memoranda, transaction summaries and organized supporting documentation.
Potential financing sources are considered according to ticket size, geography, asset class, collateral, tenor and credit profile.
Depending on mandate scope, Financely can support lender questions, diligence workstreams, term-sheet comparison and transaction coordination.
Mandate-Specific Teams
The advisory team can expand according to the financial, technical and sector requirements of the transaction.
Financely selects consultants with demonstrated experience relevant to the mandate. Depending on the assignment, relevant backgrounds may include CFA, CPA, ACCA, CDCS, CITF, MRICS, PMP, engineering credentials and specialized project finance or credit experience.
Submit the financing amount, use of proceeds, repayment source and available documentation so our team can assess how the mandate should be structured and positioned.
Financely advises post-revenue businesses on accessing capital by presenting opportunities to professional investors, coordinating when needed with regulated broker-dealers, investment banks, and legal counsel.
We are not a broker-dealer, do not solicit or accept securities orders, serve only B2B clients, and make no assurance of capital-raising outcomes.
For trade finance, project finance, commercial real estate, or business acquisition mandates, submit a request for quote with a concise deal summary and supporting documents.
Our team will review and provide a tailored proposal within 1 to 3 business days.