Capital Raising
Raising Capital With AI: Reg D, Funnels and Data Rooms
Sponsors can raise millions online with no warm intro. How AI fits a compliant Reg D raise, from the funnel and data room to the investor profile.
Financely is a structured finance advisory firm with hard skills in credit analysis, deal structuring, lender packaging, term sheet preparation, and capital provider distribution.
Capital Raising
Sponsors can raise millions online with no warm intro. How AI fits a compliant Reg D raise, from the funnel and data room to the investor profile.
Structured Lender Outreach
Good deals stall when the structure is wrong. Financely assesses your transaction, structures the debt and arranges it with lenders who actually fit.
String trade litigation reshaped trade credit insurance. What underwriters now expect, why disclosure drives pricing, and how to build claims that get paid.
Zelestra and Clearway close contracted U.S. solar debt, Trafigura upsizes to $4.4B, Rasmala loses its appeal against Trafigura, TPG prices an $874M CRE CLO, and private credit faces easing redemptions but sharper scrutiny of loan marks.
Case Studies
A first-time buyer was ready to pay $500,000 in tank storage fees for discounted EN590 FOB Rotterdam. A Know Your Transaction review found no real allocation, no real storage, and no product. The fee was not paid.
A European bunker-fuel trading house needed additional equity before a bank would close a $150 million revolving credit facility. A $20 million preferred-equity raise met the lender’s loss-absorption test and the facility closed in 14 weeks.
Today’s project finance roundup covers Saudi Arabia’s $2.58B Rabigh 2 close, Lydian’s $300M facility, Egypt wind financing and African infrastructure deals.
Private credit offers businesses flexible alternatives to bank lending. Understand direct lending, pricing, structures, covenants and borrower considerations.
Better financial data helps businesses allocate capital more effectively across growth, working capital, acquisitions, debt repayment and investment.
Debt and equity financing have very different implications for ownership, cash flow, control and returns. Here is how business owners should evaluate the trade-offs.
Alternative financing gives growing businesses more ways to fund working capital, acquisitions, inventory and expansion when conventional bank lending falls short.
Letter of Credit
A pay when paid LC clause can shift payment risk back to the buyer. Learn how it changes LC protection, document control and exporter risk.