Trade Finance
Letters of credit, SBLC, receivables, inventory, pre-export, borrowing-base and bridge facilities. Trade finance advisory.
Structured Debt Advisory
From transaction file to lender-ready mandate
Paid evaluation, structuring and lender distribution for trade finance, project finance, commercial real estate and acquisition debt.
Paid Structured Debt Advisory
Hire Financely for a Structured Debt Mandate
We advise on debt structures for trade finance, project finance, commercial real estate and business acquisitions.
Every engagement starts with a USD 500 paid intake. We review the file, assess the transaction on its own merits and, if we are prepared to proceed, issue the engagement letter that matches the actual scope. A pro forma invoice can be issued alongside it where required.
Project Finance
Construction and long-term project debt, including limited-recourse and non-recourse structures where bankability supports them. Project finance advisory.
Commercial Real Estate
Acquisition, construction, bridge, refinance, recapitalization and gap financing. CRE debt advisory.
Business Acquisition Debt
Senior debt, unitranche, mezzanine, bridge and acquisition gap capital. Acquisition financing.
Deal Evaluation
USD 12,500For clients who need an independent answer on the transaction before committing to a full structuring mandate.
- Full transaction and credit evaluation report
- Financing viability, risk and structure assessment
- Review of repayment, collateral, leverage and key documentation
- Legal opinion from qualified counsel on the agreed financing issues
- Recommended financing path and next actions
Deal Structuring
USD 50,000For transactions that need to be built into a financeable, lender-ready credit case.
- Everything in Deal Evaluation
- Financial model and debt-capacity analysis
- Financing / credit memorandum
- Feasibility study from a credible independent specialist firm
- Capital structure, debt sizing and lender-ready package
Full Advisory + Distribution
USD 100,000For clients who want the transaction evaluated, structured and taken into a managed lender process.
- Everything in Deal Evaluation and Deal Structuring
- Lender mapping and targeted introductions
- Controlled distribution and lender Q&A management
- Term-sheet comparison and negotiation support
- Execution coordination through financing close
- 2% success fee on capital successfully funded / closed
What is excluded:
lender and bank charges, issuance fees, taxes, valuation/appraisal, insurance, audit work, engineering or technical diligence beyond the feasibility study expressly included in Package 2 and Package 3, legal work beyond the legal opinion expressly included in the selected package, third-party due diligence, and regulated broker-dealer, placement-agent or securities activity. Where regulated activity is required, it is handled by an appropriately licensed or authorized partner. The USD 500 intake is separate from the package fee. Package 3 also carries a 2% success fee as stated above and in the engagement letter.
Commercial Real Estate Acquisition, bridge, refinance, construction and gap debt
Trade Finance Energy, commodity and cross-border working-capital structures
Solar Project Finance Construction and long-term project debt
Wind Project Finance Limited-recourse and non-recourse structures where bankable
Commodity Trade Finance Inventory, pre-export and borrowing-base facilities
What the mandate changes
Turn a financing request into a lender-ready debt process
The packages are cumulative. We first determine whether the deal is financeable, then build the credit case, then, under Package 3, take the finished transaction into a managed lender process.
01
Evaluate
We test the financing case against repayment, leverage, collateral, documentation, legal constraints and lender expectations.
Output: a full evaluation report, legal opinion and a clear decision on the financing path.
02
Structure
We turn the viable transaction into a modelled credit case with the structure, economics and diligence package lenders need to assess it.
Output: financial model, financing memorandum, feasibility study and lender-ready package.
03
Distribute
We identify suitable lenders, make targeted introductions and manage the financing dialogue around one consistent transaction package.
Output: a controlled lender process with clear ownership of questions, terms and next steps.
04
Execute
We support term-sheet comparison, negotiation, diligence coordination and financing execution through the mandate.
Output: a disciplined route from initial lender interest to an executable financing decision.
One dedicated consultant, supported by the right specialists
After the full mandate is executed, paid and onboarded, you receive a dedicated Financely consultant who coordinates the engagement. Complex mandates are staffed around the actual file. Where specialist credit, modelling, sector or execution skills are required, team assembly typically takes 5–10 business days.
60–100 hrs
Typical routine structured debt mandate
100–200+ hrs
More complex mandates
USD 15k–40k+
Typical professional capacity mobilized before external costs
Procedure and boundaries
Know exactly what happens before you pay the full mandate
The USD 500 intake is the gate between a website enquiry and professional transaction review. The full mandate starts only after we accept the file, issue the engagement letter and receive the applicable mandate fee.
1. Submit the file
Complete the intake and upload the materials needed to understand the transaction.
2. Pay USD 500
After submission, you are redirected to the RFQ payment page. We do not review bespoke files for free.
3. We review and scope
We assess the file on its own merits, confirm whether Package 1, 2 or 3 is appropriate, and define any transaction-specific scope points for the engagement letter.
4. Engage and onboard
If accepted, we issue the engagement letter and requested pro forma invoice. Work begins after execution, payment and onboarding.
What we advise on
- Structured debt for trade finance, projects, CRE and acquisitions
- Gap and bridge financing where the repayment or take-out case is credible
- SBLC and documentary letter of credit structures for legitimate transactions
- Non-recourse and limited-recourse project debt where project bankability supports it
- Senior, unitranche and mezzanine acquisition debt
What we are not interested in
- Free lender reviews, free structuring or lender-name fishing
- Success-fee-only engagements
- Unmandated broker chains or applicants without authority
- Fictitious, leased or dubious instrument schemes
- Requests to guarantee funding, pricing, issuance or closing
Published client feedback
What clients say about the work
Selected feedback already published on Financely's public client-results and review pages.
★★★★★
“Financely helped us secure a $12M trade finance facility for our commodity exports in under six weeks.”
Michael Torres CEO · Global Commodities Trading Ltd.
★★★★½
“Financely stepped in, restructured our proposal, prepared a bankable information memorandum and introduced us to a lender syndicate.”
Dr. Priya Sharma Managing Director · Green Horizon Energy
★★★★☆
“Clear structuring, realistic market feedback and access to capital sources we could not reach on our own.”
Robert Kline Principal · Atlas Real Estate Partners
★★★★★
“They structured a creative blended debt package that reduced equity dilution and gave us the flexibility we needed post-deal.”
Sarah Chen CFO · Vertex Industrial Group
These testimonials are client feedback published by Financely. Individual experiences vary and do not guarantee lender approval, financing terms, timing or closing.
Banking and lender channels
Commercial banking network
Financely works across commercial banking, private credit and specialist lending channels for structured debt mandates.
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Bank participation is transaction-specific and subject to jurisdiction, KYC and sanctions screening, credit appetite, collateral, repayment source, documentation and final lender approval. Logos are shown for identification only and do not imply endorsement, exclusivity, agency, partnership or a financing commitment.
Can you arrange gap financing or bridge capital?
Yes, where the shortfall is identifiable and the repayment or take-out case is credible. We assess trade finance gap facilities, CRE gap financing, CRE bridge financing and acquisition bridge capital. We will not use short-term debt to conceal missing sponsor capital or an unfinanceable capital structure.
Do you advise on SBLC and documentary letter of credit facilities?
Yes, for legitimate structured debt and trade transactions. Our SBLC and letter of credit advisory work can cover structure, issuer/beneficiary requirements, reimbursement, collateral, wording and financing use. We also advise on documentary letter of credit facilities. Financely is not the issuing bank and does not guarantee issuance.
Can project finance be arranged on a non-recourse basis?
Yes, where the project's cash flow, contracts, assets and risk allocation support it. Non-recourse does not mean no covenants, no security or no sponsor obligations during development and construction. We assess the actual project economics, equity, EPC, permits, offtake, DSCR, security package and completion risk. See our non-recourse project finance coverage.
How do the three packages work?
The packages are cumulative. Package 1 is Deal Evaluation at USD 12,500. Package 2 is Deal Structuring at USD 50,000 and includes Package 1 plus the financial model, financing memorandum, feasibility study and lender-ready structuring work. Package 3 is Full Advisory + Distribution at USD 100,000 and includes Packages 1 and 2 plus lender mapping, introductions, distribution and execution support. Package 3 also carries a 2% success fee on capital successfully funded or closed under the engagement.
What is excluded from the package fees?
Lender and bank fees, issuance charges, taxes, valuation/appraisal, insurance, audits, technical or engineering work beyond the feasibility study expressly included in Packages 2 and 3, legal work beyond the legal opinion expressly included in the package, third-party due diligence and regulated broker-dealer, placement-agent or securities activity are excluded unless the engagement letter expressly states otherwise. Where a regulated function is required, an appropriately licensed or authorized partner handles that work.
Will I have a dedicated person once onboarded?
Yes. Active clients receive a dedicated Financely consultant who coordinates the mandate. Complex files may require additional specialists. We typically allow 5–10 business days after onboarding to assemble the appropriate team where specialist skills are needed.
Are you a securities broker-dealer?
No. Financely provides structured debt advisory and is not a securities broker-dealer. Where a licensed broker-dealer, placement agent, bank, regulated financial institution or other authorized party is required, the regulated function is handled by the appropriately licensed or authorized partner.
Why is the initial intake USD 500?
Because the first step involves professional file review and preparation of transaction-specific engagement documentation. The USD 500 is not a financing fee and does not guarantee acceptance. It pays for us to assess the actual transaction instead of providing free bespoke review.
Can you issue a pro forma invoice?
Yes. Request it in the intake. If we are prepared to proceed, we can issue the pro forma invoice alongside the engagement letter using the billing information you provide.
Paid intake
Submit the transaction for engagement review
Complete the card below. No more than three questions appear at a time. After Formspree confirms receipt, you will be redirected to the USD 500 RFQ payment page.
Submission does not create an advisory relationship and does not obligate Financely to accept the full mandate. After Formspree confirms receipt, you are redirected to the USD 500 RFQ payment page. File review begins after payment. Financely does not guarantee funding, approval, issuance, lender participation, pricing, timing or closing.