Loan Packaging or Origination Services

We help determine the best options for loans in these markets, then assist with “packaging” preparing or polishing the loan documents, including any necessary financial modeling, business plans, loan application forms, and other materials requiring analysis and clear/concise communication. In general, expansion capital (when the operating company has been in the line of business 3 or more years) is faster to obtain than “greenfield” projects, as are projects involving renovation, refurbishment, or retrofits (such as for energy efficiency). We do work with startup or “greenfield” projects, cross-border joint venture partnerships … teams seeking project finance from other than commercial bank sources (including the multilateral development banks, private impact investors, some family office, sovereign funds, larger angels and angel groups).  We have earned a success rate of better than 98% since inception.  References available.