For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Request A Quote

Client RFQ Form

Please complete this form to help us understand your funding requirements, enabling us to provide you with a comprehensive quote and engagement letter.

Kindly note that a mandatory $500 payment is required at the end of the form to validate your submission.

This fee covers the preparation of a detailed term sheet outlining the proposed financing structure, terms, and conditions specifically tailored to your project. We gather those terms by prompting our lender/investor network for feedback.

The payment will be deducted from the final retainer invoice.

    Please select at least one required service.


    USD


    A minimum budget of $30,000 USD is required, varying by project scope. Payment is due upon signing the engagement letter/contract. We require upfront fees and do not cover out-of-pocket expenses.


    USD

    Please choose one option.

    Please choose one option.

    Terms and Conditions for Financely Group Client RFQ Form

    By submitting the Financely Group Client RFQ Form, the client agrees to the following terms and conditions:

    Procedure:

    1. Submission of RFQ: The client completes and submits the RFQ form, providing accurate and complete information about their funding requirements.

    2. Payment of $500 Validation Fee: Upon submitting the RFQ form, the client is required to pay a non-refundable $500 Validation Fee via Stripe or PayPal. This fee validates the form submission and covers the costs associated with processing the request.

    3. Alternative Payment Method: In case of issues with Stripe or PayPal, the client may pay the $500 Validation Fee using a bank transfer. Bank details can be found at https://www.financely-group.com/bank-details.

    4. Quote and Engagement Letter: Financely Group will review the submitted RFQ form and send the client a customized quote and engagement letter within 1 business day.

    Disclaimers:

    • Accuracy of Information: The client is responsible for providing accurate and complete information in the RFQ form. Financely Group is not liable for any errors, inaccuracies, or omissions in the information provided by the client.

    • Confidentiality: Financely Group will treat all information provided by the client in the RFQ form with the utmost confidentiality. Information will only be used for the purpose of evaluating the client's funding requirements and providing a quote and engagement letter.

    • Changes to Terms and Conditions: Financely Group reserves the right to modify these terms and conditions at any time without prior notice. Clients are encouraged to review the terms and conditions periodically to stay informed of any changes.

    By submitting the RFQ form and agreeing to these terms and conditions, the client acknowledges that they understand and accept the procedure and disclaimers outlined above.


    After submitting, you will be prompted to complete the mandatory $500 validation payment (via your payment step).