Strategic Advisory Service

Our advisory services are usually arranged as a package within a tightly-defined scope of work, and would typically include one or more of the following

1. Capital formation strategy – identify and pre-qualify the optimal source(s) of private or institutional debt finance, sometimes supplemented by private equity investments, subordinated debt, or other forms.  Start by using our Project Investment Readiness Assessment (PIRA), then evaluate your options.
2. Business planning – we can help develop or polish your project business plan (quite different than a venture investment business plan; review the differences), to ensure that your proposed project meets the with success. If you already have a project business plan, we also offer effective review or critique, once the capital sources(s) have been identified.
3. Project financial model and cash flow analysis and ratio requirements review
4. Transaction de-risking – Risk analysis and mitigation solutions such as loan guarantees or, pledges of collateral, credit enhancement, and for some projects, evaluate the need for available risk insurance
5. Management team qualifications (resume/CV) review to capture highlights; identify how to present any gaps
6. Structuring transactions, including coordinating with attorneys, accountants and other professionals
7. Project search/selection/development: Not yet clear about the project itself? Elements or partners missing? Issues that need to be resolved before proceeding? Ask us for confidential consultation.
8. Pre-qualification project evaluation prior to application — assess the degree of fit prior to making a contractual commitment.
9. Preparation of documentation — executive summary and presentations, including coaching on delivery, to obtain financing.

Be sure to review our process for a quick overview of how we work. We bring expertise in renewables, clean technology and health-related industries that deliver strongsocial/environmental impacts, and stand ready to assist you with moving through the exacting process of obtaining project finance or equity partners.  We have a stellar track record, with consistently high rate of acceptance through careful screening and attention to details.