Project Finance Advisory for Energy, Infrastructure, and Real Assets
Project finance can be the cleanest route to building or scaling assets without overloading a
sponsor’s balance sheet. It relies on ring-fenced cash flows, contract-backed revenue logic,
and a security package that lets lenders monitor risk through construction and operations.
The opportunity is massive. The execution bar is higher than most sponsors expect.
Financely supports mid-market sponsors and asset owners across energy, infrastructure, and
real asset-backed platforms. We act as advisor and arranger through regulated partners.
Our focus is to shape a lender-ready structure, calibrate terms that match real market appetite,
and run a controlled capital process that can survive institutional underwriting.
The strongest project finance outcomes come from early discipline. Bankable contracts,
credible counterparties, and realistic risk allocation matter more than the headline
leverage target.
What Project Finance Really Solves
For the right asset, project finance shifts the lending decision away from general corporate
credit and toward the project’s own economics. That can unlock larger capacity, longer tenors,
and well-defined covenant frameworks tied to asset performance. It also creates a clearer path
for portfolio expansion once the first project is executed cleanly.
The core idea remains consistent across sectors. Lenders want to see predictable cash conversion,
enforceable contracts, and tight governance over capex, procurement, and operational risk.
Assets and Sectors That Fit Institutional Appetite
Most capital providers are not looking for novelty. They are looking for repeatability.
Projects anchored by clear revenue pathways and credible technical execution tend to draw the
deepest lender pools.
- Solar, wind, storage, and hybrid energy portfolios
- Grid, transmission, and energy-adjacent infrastructure
- Logistics, industrial utilities, and essential services
- Real asset-backed programs with contracted or regulated revenue
Capital Stack Building Blocks
A fundable project rarely relies on a single source of money. Most bankable stacks blend sponsor
equity with senior secured debt and, when needed, a carefully structured subordinated or preferred
layer. The choice depends on the risk window, the offtake profile, and the quality of completion
protections.
We help clients evaluate:
- Senior construction and term debt
- Construction-to-term packages with committed takeout logic
- Private credit solutions for speed or non-standard risk profiles
- Mezzanine and preferred equity where leverage and timeline justify it
- Selective credit enhancement tools tied to clear contract obligations
What Lenders Underwrite First
- Revenue bankability and counterparty strength
- EPC scope, schedule realism, and completion protections
- O&M credibility and lifecycle cost assumptions
- Security enforceability and control mechanics
When these pillars are tight, pricing and leverage become a structured discussion,
not a credibility test.
Common Weak Points
- Offtake terms that do not match the debt ask
- Thin contingencies and optimistic capex assumptions
- Unclear covenant pathways under downside cases
- Equity plans that are not committed or not timed correctly
These issues are fixable early. They are expensive to fix once the market is engaged.
Construction Risk and the Value of Precision
Construction is where most credit committees tighten their grip. The better the sponsor can
define responsibility for delays, cost overruns, and performance shortfalls, the easier it is to
secure favorable terms. Strong EPC contracting, realistic schedule buffers, liquidated damages,
and clear testing protocols materially improve lender comfort.
This is why sophisticated sponsors treat documentation quality as a funding asset. It reduces
execution friction and keeps term sheets from drifting late in the process.
Portfolio Finance and Repeatable Programs
Many mid-market sponsors are moving beyond one-off assets toward portfolio strategies.
The benefit is scale. The challenge is standardization. Lenders want consistent asset quality,
a clean roll-in framework, and governance that prevents operational drift as the portfolio grows.
When structured correctly, portfolio finance can reduce per-asset transaction cost and create a
credible runway for rapid buildout without renegotiating the capital stack from scratch.
How Financely Executes a Project Finance Mandate
Financely acts as advisor and arranger through regulated partners. We are not a bank and we do
not provide direct lending. Our work starts with a bankability and eligibility review to confirm
whether the project fits institutional criteria. If the profile is viable, we move into capital
stack design, lender-grade materials, data room structuring, and targeted distribution.
We coordinate with the sponsor’s legal, tax, technical, and insurance advisers where required.
The objective is to present a coherent package that can clear credit committee review without
last-minute structural surprises.
Who We Are Best Positioned to Support
We focus on sponsors and corporates that can support institutional diligence standards and
governance. That usually means post-revenue platforms, or credible development-stage projects
with strong counterparties, documented offtake pathways, and meaningful sponsor equity.
We are not a fit for speculative files that rely on guaranteed outcomes, undefined contracts,
or informal funding claims. The market has moved beyond that.
Discuss a Project Finance Mandate
If an asset or portfolio requires senior debt, private credit participation, or a structured
capital stack that must clear institutional underwriting, Financely can review your case and
coordinate a targeted capital process through regulated partners.
Request Project Finance Terms
Disclaimer: This page is for general information only and does not constitute legal, financial,
or investment advice. References to project finance structures, capital stacks, and lender
expectations are illustrative and may not reflect the requirements of any specific transaction,
institution, or jurisdiction. Financely acts as advisor and arranger through regulated partners
and is not a bank or direct lender. Any financing outcome is subject to underwriting, KYC, AML,
sanctions screening, legal and technical diligence, insurance review, perfected security where
applicable, and approvals by relevant institutions. Professional and corporate audience only.