If you are preparing a carbon project for validation and verification, you need a clean Project Design Document, a defensible MRV plan, and an audit file that closes corrective actions fast. This page explains what each step covers, typical costs and timelines by project type, and the exact documents auditors expect to see. It also covers Article 6 authorization, ITMOs, and how these rules change your contracts. For a deeper overview of our advisory offer, open our CO2 services page. No em dashes are used in this document.
PDD is the blueprint. It fixes the method, baseline, project boundary, eligibility, additionality case, leakage treatment, permanence plan, safeguards, monitoring parameters, and legal ownership of emission reductions. It sets the rules you will live with for the crediting period.
MRV is the operating system. It defines what you measure, how often, with which devices or samples, how you store data, and how you calculate results. It also defines QA and QC, field audits, calibration, uncertainty treatment, and the chain of custody for records. A good MRV plan is short, specific, and mapped to evidence you already collect.
Validation checks your design against the method and registry rules before you start claiming results. The VVB reviews the PDD, baseline, additionality, and monitoring plan. Findings become corrective actions or clarifications that you must close before listing.
Verification checks your measured results for a specific period. The VVB tests data, field practices, device uptime, calculations, and uncertainty. When the VVB signs off, the registry issues credits for that period if all conditions are met.
Issuance is the registry event where credits are created and placed into your account. Transfers or retirements follow the rules of the registry, your contracts, and, for Article 6 cases, host country accounting.
Ranges below reflect typical files that are properly prepared. Complex tenure, sparse data, or remote access raises cost. Lab work, field teams, and community work are separate lines. Currency is USD.
Timelines depend on data quality, land tenure clarity, field access, and VVB calendars. Fix a calendar on day one and keep it. The table shows practical ranges for well run projects.
Ownership of emission reductions, land tenure or device ownership, stakeholder records, FPIC where applicable, baseline datasets and references, sampling or metering protocols, device inventories and serials, calibration certificates, version locked calculation sheets with change logs, monitoring logs, photos, GPS tracks, community benefits plan, and a registry ready PDD with annexes. Keep a master index and an immutable archive.
Pick a verification body with proven experience in your method and geography. Share the draft PDD and MRV early and agree the audit plan. During audit, answer findings with direct evidence, not essays. If a CAR requires field work, schedule it at once and log timestamps. Keep a single owner for all auditor communications. Close each finding with a clear reference to a file name and page number.
Article 6.2 transactions require host country authorization and accounting. The host issues a letter of authorization and a corresponding adjustment is recorded to avoid double counting. Article 6.4 will add a centralized mechanism with its own registry once it is live. Build these steps into your plan if your buyer requires adjusted outcomes or if the host mandates it.
Use device telemetry where possible. Lock calculations in a versioned script. Keep raw data immutable. Store calibration and maintenance logs with timestamps. Sample sizes must be justified by a statistician. For program scale projects, use random back checks and photo or GPS evidence. These controls reduce audit time and protect issuance.
Offtakers and lenders want consistent supply, a clear method, and clean audits. They check tenure, community consent, device uptime or plot survival, registry status, vintage mix, and delivery risk. Share the PDD, MRV, validation report, and a short memo that explains delivery schedules and buffers. If Article 6 applies, attach the authorization plan and the path to adjustment records.
We work on a retainer for PDD authorship, MRV design, and audit coordination. We add success fees for executed offtakes, streaming, or project finance. VVB fees, labs, community engagement, registry fees, and legal are for the client and are paid directly to those vendors. All mandates are best efforts. We do not guarantee authorization, verification, issuance, or offtake.
Open our CO2 services page, then send your file. We return a scope, timeline, and fee model that fits your target registry and contracts.
Open the CO2 services page
Financely structures, underwrites, and distributes opportunities to banks, investors, and buyers through regulated partners. We are not a verifier or a registry and we are not a broker dealer. Nothing here is an offer or a commitment to finance, verify, authorize, or purchase credits. All work is subject to KYC, AML, sanctions screening, host country rules, registry approvals, and third party calendars.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestAccess non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestSecure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFinancely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagement may be carried out through Financely Group LLC, a non-deposit-taking non-banking financial company; Ashford Capital Advisory LLC; or another related entity. Financely and its affiliates are not registered as securities broker-dealers. When a mandate involves the purchase or sale of securities and a registered intermediary is required, all orders are introduced to and executed by a U.S. broker-dealer registered with the SEC and FINRA, acting as “chaperone” under SEC Rule 15a-6 (17 C.F.R. § 240.15a-6). Nothing here constitutes an offer, solicitation, or recommendation to buy or sell any security. Before proceeding, read our Terms of Service to confirm that engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate aligns with your legal and regulatory requirements.In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction. Click
here to download our brochure.
