The Financely Client Data Room Is Rolling Out

Clients will be able to prepare their transaction files independently, reduce document-preparation costs and submit a lender-ready data room for Financely to review and distribute.

A More Flexible Way to Prepare a Financing Mandate

We are expanding the Financely Client Portal with a dedicated transaction data room. The objective is straightforward: clients who prefer to prepare their own financing materials can do so at their own expense rather than paying Financely to produce every document from scratch.

We provide the required document checklist. You assemble the file internally or through your own accountants, lawyers, financial modelers and consultants. Once the data room meets the required standard, Financely handles lender distribution and mandate execution.

How the Data Room Process Works

Transactions Covered

The initial rollout covers four core financing categories.

Prepare the File Yourself. Use Us for Distribution.

Some clients already have capable finance teams, accountants, legal counsel or advisers. In those cases, paying Financely to recreate existing work adds unnecessary cost.

The new data room gives those clients a lower-cost execution route. We define what lenders need, you prepare the materials, and our team takes over once the transaction file is complete and compliant.

The Checklist Comes From Financely

There is no need to guess what belongs in the data room. Financely will provide the checklist directly based on the mandate.

Requirements may include corporate records, historical financial statements, forecasts, financial models, contracts, project documentation, use-of-proceeds schedules, transaction structures, asset information, borrower information and supporting due-diligence materials.

Existing Financely Client?

Data-room checklists are being integrated into the client workflow. Use the Client Portal for mandate communication, document submission and transaction updates.