Qualification
Review the borrower, sponsor, use of proceeds, requested amount, timeline, counterparties, and available documentation.
Structured Finance Advisory and Placement
Capital Structuring for Complex Transactions
Financely structures and places private credit, trade finance, project finance, commercial real estate debt, and acquisition capital for companies and sponsors with multi-million-dollar financing requirements.
- Lender-grade documentation
- Transaction-specific expertise
- Best-efforts execution
Multi-Million-Dollar Mandates
Focused on material financing requirements with identifiable repayment and closing logic.
Specialist Consultant Teams
Expertise selected around the instrument, sector, jurisdiction, and transaction stage.
Lender-Ready Execution
Credit presentation, term-sheet negotiation, diligence, and closing coordination.
Core Services
Financing Across the Capital Structure
We work across senior debt, private credit, trade instruments, asset-backed facilities, bridge capital, structured equity, and transaction support. Each mandate is positioned around its actual credit case rather than a generic lender list.
01 / TRADE FINANCE
Structured Commodity and Trade Finance
Documentary credits, revolving facilities, borrowing bases, receivables, inventory, supplier payment structures, and cross-border working capital.
View service 02 / PROJECT FINANCEProject and Infrastructure Finance
Debt and capital structuring for energy, infrastructure, industrial, digital, transportation, and other capital-intensive projects.
View service 03 / REAL ESTATECommercial Real Estate Finance
Acquisition debt, bridge loans, refinancing, construction capital, preferred equity, mezzanine debt, and sponsor equity-gap solutions.
View service 04 / ACQUISITIONSAcquisition and Sponsor Finance
Capital structuring for business buyers, independent sponsors, search funds, and roll-up strategies with documented purchase terms.
View service 05 / PRIVATE CREDITPrivate Credit and Debt Capital Raising
Lender-ready materials, credit positioning, targeted outreach, term-sheet negotiation, and placement for borrowers with real cash flow or assets.
View service 06 / WORKING CAPITALAsset-Based Lending and Working Capital
Facilities secured by receivables, inventory, equipment, contracts, or controlled transaction proceeds for operating companies and traders.
View service 07 / BANK INSTRUMENTSLetters of Credit and Bank Instrument Structuring
MT700 documentary credits, usance and UPAS structures, standby letters of credit, confirmation, refinancing, and instrument wording support.
View service 08 / CREDIT SUPPORTCredit Enhancement and Debt Support
Guarantees, insurance, collateral structuring, reserve support, risk participation, and other mechanisms designed to strengthen a financing case.
View service 09 / UNDERWRITINGFinancial Modeling and Debt Underwriting
Credit memoranda, financial models, downside cases, debt sizing, covenant analysis, data rooms, and lender-facing transaction materials.
View serviceSpecialist Team Model
The Right Expertise for Each Mandate
A core advisory lead coordinates the transaction from screening through closing. We bring the most relevant consultants onboard according to the credit structure, sector, jurisdiction, documentation burden, and execution stage. This gives each mandate focused expertise without forcing it through a fixed generalist team.
Trade Finance Specialists
Documentary credits, borrowing bases, collateral controls, and trade-cycle analysis.
Project Finance Modelers
Debt sizing, DSCR, construction periods, milestones, offtake, and downside cases.
Sector and Technical Consultants
Project, commodity, infrastructure, energy, and operating expertise selected for the asset.
Real Estate Underwriters
Property cash flow, capital stacks, bridge execution, valuations, and exit analysis.
Private Credit Professionals
Credit memoranda, covenant packages, lender positioning, and term-sheet comparison.
Diligence and Closing Support
Data rooms, document tracking, compliance coordination, and conditions precedent.
External technical, legal, tax, valuation, insurance, and other specialists may be engaged separately when required by the transaction and approved within the mandate scope.
Execution Process
From Financing Requirement to Closing
Our mandate process is designed to surface credit issues early, improve the financing presentation, and keep lender engagement tied to a defined transaction.
Underwriting Preparation
Define the credit case, repayment source, collateral, financial model, facility structure, and lender-facing materials.
Targeted Placement
Approach relevant decision makers by asset class, ticket size, jurisdiction, tenor, collateral, and risk profile.
Execution Support
Coordinate diligence, term-sheet negotiation, facility documentation, conditions precedent, and closing workstreams.
Mandate Standards
Financely is built for substantive transactions that can withstand professional underwriting. Strong mandates usually share the following characteristics.
- Defined use of proceeds and financing amount
- Verifiable cash flow, contracts, collateral, or assets
- Identifiable counterparties and repayment route
- Responsive sponsor and organized documentation
- KYC, AML, sanctions, and source-of-funds readiness
- Commercial terms consistent with the underlying risk
Prepare Your Financing Mandate
Submit the requested amount, use of proceeds, transaction structure, jurisdiction, repayment source, collateral position, financial information, and target closing date for initial review.
Request a QuoteFinancely acts as an independent structured finance advisor and arranger. Financely is not a bank and does not issue credit, take deposits, guarantee financing, or commit lender capital. All mandates are subject to commercial review, KYC, AML, sanctions screening, documentation, third-party underwriting, lender approval, and applicable conditions precedent. Advisory and placement services are provided on a best-efforts basis.