Submit Your Deal
Select the intake form that matches your transaction type and submit the matter for review. Each form is specific to the relevant deal category, so the correct submission route matters. Financely reviews trade finance, project finance, commercial real estate, business acquisition, and selected origination relationships through the forms below.
Trade Finance Intake Form
Use this form for trade-related transactions requiring facilities such as documentary letters of credit, standby letters of credit, import finance, export finance, inventory-backed structures, receivables-backed facilities, or related transaction support.
Project Finance Intake Form
Use this form for non-recourse or limited-recourse project finance matters, including energy, infrastructure, industrial, or development transactions where the financing case depends on project economics, contracts, and capital structure.
CRE Or Acquisition Intake Form
Use this form for commercial real estate transactions and business acquisition matters, including purchase financing, bridge capital, refinance scenarios, structured debt requests, and transaction-led capital requirements.
Origination Services Onboarding Form
This form is intended for financial institutions seeking participation in Financely’s origination and distribution workflow, including counterparties interested in receiving or reviewing suitable transaction flow within their mandate criteria.
Please use the form that corresponds to the actual transaction type. Submissions routed through the wrong intake form are harder to assess and may delay review.