1. Initial Project Assessment – Lenders review submission for swift funding eligibility response.

Many projects stall or fail to launch when traditional financial institutions turn them down. We address this issue by offering Project Owners and Sponsors exclusive, direct access to Private Debt Lenders, bypassing the usual barriers to secure the funding they need. 

Our approach simplifies the initial project assessment into a single Initial Project Assessment Form, ensuring a swift response from our lenders upon submission as to whether lenders can or cannot assist with funding your project. 

To determine if your project is aligned with the funding criteria, Lenders begin by evaluating the Initial Project Assessment Form alongside the Executive Summary, Project Teaser, or Pitch Deck. This initial assessment is part of the pre-underwriting and is designed to be short and efficient.

After establishing the project’s alignment with the funding criteria, we will share the next steps with you and the pre-underwriting team will progress further. 

Subsequently, Lenders dive into a detailed examination of the project in the next 7 Stages of the Project Funding Process. The information provided in the Virtual Data Room (VDR) undergoes rigorous due diligence. This, among other things, includes reviewing the Team’s CVs and experience, Proforma/IRR, Construction/Project Budget & Draw Schedule, Sources & Uses, Site Control Status, and any available Feasibility Studies. Should both the Project Owners and the Lenders decide to move forward, the project goes through : 

2. Pre-Underwriting – Preliminary evaluation based on initial project documents.

3. Underwriting – Detailed project and principal examination in the Virtual Data Room.

4. Final Underwriting – Lenders issue a term sheet and request additional documents.

5. Contract Stage – Legal finalizes loan agreements post-risk management approval.

6. Custodian Engagement – Custodian validates collateral reception and confirms performance capabilities.

7. Closing – Client transfers collateral following instructions, initiating Lenders’ initial responsibilities.

8. Post Closing – Lenders follow draw schedule and collect repayments as scheduled.

It is crucial to understand that, similar to any mainstream lenders or banks, our Private Debt Lenders will conduct rigorous due diligence on both the project itself and the associated Project Principals and Sponsors.