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# Trade Finance Lender Outreach Campaigns
- URL: https://blog.financely.io/trade-finance-lender-outreach-campaigns/
- Published: 2026-10-20T14:39:49.000Z
- Updated: 2026-10-20T14:39:49.000Z
- Description: Custom lender outreach campaigns for trade finance deals. Clear deliverables, reported KPIs and a term sheet target. From USD 7,500. Request a free estimate.
- Author: Financely Debt Advisors

## Your Trade Deal Needs the Right Lenders, Not More Lenders

Most trade finance deals that stall do not fail on credit. They fail because the deal never reached the lenders who fund that commodity, that corridor and that ticket size, or because it reached them in a format they could not underwrite quickly.

Financely now builds and runs custom lender campaigns for individual trade finance deals. We identify the lenders that fit your transaction, prepare the materials they need, run the outreach, manage every response and push the process toward one measurable end goal, a term sheet you can sign. Campaigns start at USD 7,500 and you can request a free estimate today.

In this article

1. [Why financeable trade deals go unfunded](#tf-gap)
2. [What a Financely lender campaign is](#tf-campaign)
3. [Deliverables you receive](#tf-deliverables)
4. [KPIs we report against](#tf-kpis)
5. [Deals we run campaigns for](#tf-fit)
6. [Pricing and timeline](#tf-pricing)
7. [How to start](#tf-process)
8. [Frequently asked questions](#tf-faq)

### Why financeable trade deals go unfunded

The shortfall is structural. The Asian Development Bank's [2025 Global Trade Finance Gap Survey](https://www.adb.org/publications/adb-global-trade-finance-gap-survey?ref=blog.financely.io) puts the global trade finance gap at USD 2.5 trillion, unchanged from its previous estimate. That figure measures the difference between what companies request and what providers approve.

**Capital exists, but it is fragmented.** Trade finance appetite is spread across commercial banks, commodity finance funds, private credit desks, receivables platforms and specialist lenders. Each one has its own commodity list, country limits, minimum ticket and preferred structure. A borrower sending the same deck to a handful of banks is testing a very small part of that market.

**Lenders screen in minutes.** If the first pass does not show the trade flow, the offtaker, the collateral position and the repayment source, the file goes to the bottom of the pile. A deal that is financeable on paper can still sit untouched for months.

### What a Financely lender campaign is

A campaign is a fixed-scope, time-bound outreach programme built around one transaction. It replaces scattered introductions with a managed process that has a target list, a timetable and a reporting line back to you.

### Lender targeting

We screen lenders against your commodity, origin and destination countries, structure and facility size, drawing on Financely's database of 12,700+ verified lenders. You approve the final list before any outreach begins.

### Lender-facing materials

We write the deal teaser and the outreach copy lenders actually read. If your file needs a full credit pack first, our [Lender-Ready Package](https://financely-group.com/lender-ready-credit-package-for-business-loans?ref=blog.financely.io) covers the credit memo, model review, KYC file and data room.

### Multi-channel outreach

Each lender receives personalised outreach and structured follow-up across email, LinkedIn and direct calls. Every message is written for that lender's mandate, not copied across the list.

### Pipeline management

We qualify every reply, answer first-round questions, schedule lender calls with you and track each lender from first contact through to indicative terms. See how this fits our wider [structured commodity finance](https://www.financely.io/structuredcommodityfinance?ref=blog.financely.io) work.

**We tell you before you pay if a campaign is the wrong tool.** If the estimate shows that your deal has a structural gap, such as no confirmed offtaker, unclear title to goods or a sizing mismatch, we say so and recommend what needs fixing first. We do not launch campaigns we expect to fail.

### Deliverables you receive

| Deliverable                   | What it contains                                                                                                            |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| Deal positioning brief        | Our read of how lenders will view your transaction, the structure to lead with and the questions to prepare for.            |
| Approved lender target list   | Named institutions and decision-makers matched to your deal, with the reason each lender is on the list.                    |
| Deal teaser and outreach copy | A one to two page lender teaser plus the outreach and follow-up sequences used in the campaign.                             |
| Live campaign execution       | Outreach sent, followed up and logged by our team for the full campaign window.                                             |
| Weekly pipeline report        | Lender-by-lender status, replies, objections raised, calls booked and next actions.                                         |
| Lender call preparation       | Briefing notes before each qualified lender call so you know who you are speaking to and what they need.                    |
| Term sheet comparison         | Side-by-side review of indicative terms received, covering pricing, advance rate, tenor, security and conditions precedent. |
| Closing report                | Final record of every lender contacted, every outcome and the recommended path to close.                                    |

### KPIs we report against

Every campaign is measured on numbers you can check in the weekly report. The figures below reflect a standard campaign at the starting price. Larger scopes are set in your estimate.

| KPI               | Commitment                                                                                                                         |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| Lenders screened  | Minimum 150 lenders screened against your deal criteria                                                                            |
| Lenders contacted | Minimum 100 matched decision-makers contacted from your approved list                                                              |
| Follow-up depth   | Up to four structured touches per lender across the campaign window                                                                |
| Response handling | Every lender reply logged and actioned within one business day                                                                     |
| Reporting         | Written pipeline report every week, plus a closing report                                                                          |
| Campaign build    | Target list and materials ready within 7 business days of receiving complete documents                                             |
| Campaign window   | 30 days of live outreach                                                                                                           |
| End goal          | Qualified lender calls leading to indicative term sheets, which we compare with you so you can sign the best one and move to close |

### Deals we run campaigns for

**Structured trade and commodity finance.** Pre-export finance, inventory and warehouse finance, borrowing base facilities and transactional commodity finance for traders, producers and processors. Our full approach is covered in our [structured trade and commodity finance guide](https://www.financely-group.com/physical-commodity-trading-and-structured-trade-finance?ref=blog.financely.io).

**Receivables and working capital.** Receivables finance, supply chain finance and import financing where the buyer or the receivable carries the credit story.

**Companies with a defined funding gap.** Borrowers who know how much they need, what it funds and how it repays. If you are earlier than that, the estimate will tell you what to prepare.

### Pricing and timeline

**Campaigns start at USD 7,500.** The fee is a single one-off payment covering the campaign build, the full outreach window and all reporting listed above. There are no milestone payments and no success fee charged to you.

**What moves the price.** The number of lenders in scope, the number of jurisdictions, the complexity of the structure and whether your file needs a full credit pack before outreach. Your estimate sets out the exact scope, KPIs, fee and timetable before you commit.

**Timeline.** A standard campaign runs about six weeks from receipt of complete documents, with the build in the first week and 30 days of live outreach after that.

### How to start

**Request a free estimate.** Tell us about the transaction, the facility size and the funding gap you need to close.

**Review your estimate.** We send the campaign scope, the KPIs for your deal, the fee and the delivery schedule.

**Sign and launch.** Once the estimate is signed and paid, we start the build and you approve the lender list before outreach goes live.

### Close your funding gap with a campaign built for your deal

Send us the transaction and we will come back with a fixed scope, clear KPIs and a price. Campaigns start at USD 7,500.

If your deal has been with the same few lenders for months, the problem is usually reach and format. That is exactly what this campaign fixes.

[Request a Free Estimate](https://www.financely.io/request-a-free-estimate?ref=blog.financely.io) 

### Frequently asked questions

Is Financely the lender? 

No. Financely is an advisory and arranging firm. We identify, approach and manage lenders on your behalf. Credit decisions are made by the lenders.

Do you guarantee funding? 

No advisor can honestly guarantee a lender's credit decision. What we commit to are the campaign KPIs in your estimate, covering lenders screened, lenders contacted, follow-up, response handling and reporting, all aimed at securing indicative term sheets for your deal.

Who owns the lender relationships after the campaign? 

You do. Lenders who engage are introduced to you directly, and the closing report gives you the full record of every lender contacted.

How much does a campaign cost? 

Campaigns start at USD 7,500 as a one-off fee. The exact price depends on lender scope, jurisdictions and structure, and is confirmed in your free estimate.

What if my deal is not ready for lenders? 

The estimate will say so. Where the file needs work, we recommend the Lender-Ready Package first so the campaign launches with a complete credit pack.

This article is general information only and is not legal, tax or investment advice. Financely is an advisory and arranging firm. It is not a lender or a broker-dealer. Any financing is subject to lender underwriting, due diligence, credit approval, documentation and conditions precedent. No financing outcome or closing timeline is guaranteed.