Project Finance Advisory for Infrastructure and Energy
Non recourse and limited recourse project finance is a capital language. Lenders do not fund ideas, they fund assets with clear cash flows, credible sponsors, and documents that survive diligence. Most projects fail to raise because those basics are not in place, not because there is no money in the market.
Financely works on the sponsor side for infrastructure, energy, renewables, data centers, and industrial projects. We help you move from a technical concept and early financial model to a lender ready file that banks, DFIs, and private credit funds can review and price.
Our focus is on projects with defined capex, credible equity, permits in sight, and a realistic revenue story. Typical mandates involve total project costs from tens of millions upward, with sponsors that are prepared to commit time, data, and real equity to reach financial close.
Who We Support
This service is aimed at sponsors that already treat their project as a business, not a wish list. Common profiles include:
- Developers of utility scale solar, wind, battery storage, distributed energy, and C&I power.
- Sponsors of transport and social infrastructure such as roads, logistics hubs, data centers, and health assets.
- Industrial and resources projects with proven demand, credible offtakers, and realistic construction plans.
At minimum, we expect a clear project description, initial capex and opex estimates, a view on equity commitments, and a sense of offtake or availability payment structures. If none of this exists yet, you are still at concept stage and not ready for a full project finance mandate.
What Our Project Finance Advisory Covers
Bankability And Structure
- Assessment of sector, jurisdiction, revenue model, and risk allocation to test if project finance is realistic.
- Guidance on SPV setup, shareholder arrangements, and sponsor support requirements that lenders will expect.
- Capital structure options across senior debt, mezzanine, and equity, aligned to projected cash flows and covenants.
Documents Lenders Expect
- Financial model refinement or rebuild consistent with lender standards, including sensitivities and downside cases.
- Credit style memo that tells the story from a lender perspective, not a pitch deck narrative.
- Term sheet drafts for debt and, where relevant, equity or hybrid capital so feedback is specific, not vague.
The objective is simple. A lender should be able to understand the project, the risk allocation, and the numbers by reading your pack without a long call.
Process From Enquiry To Mandate
1. Initial Screen And Go Or No Go
You submit an RFQ with project summary, stage, budget, and equity position. We run a quick screen for basic bankability drivers such as sector, country risk, offtake visibility, and sponsor strength. If the project is completely outside market appetite, we tell you clearly rather than dragging you through a long process.
2. Mandate And Preparation Phase
Once engaged, we work with your team to refine the model, tighten assumptions, map contracts, and prepare a lender style memo. Gaps are identified and either fixed or flagged as risks that must be priced. The output is a coherent file that can be shared with lenders and DFIs under NDA.
3. Lender Engagement
We identify relevant banks, export credit agencies, DFIs, and private credit funds that are active in your sector and region. Files are sent on a controlled basis, questions are tracked, and feedback on structure, pricing, and conditions is captured and fed back to you. The goal is to move from interest to concrete term sheets.
4. Support To Financial Close
When parties issue indicative or binding terms, we help you compare proposals, negotiate commercial points, and coordinate with legal, technical, and insurance advisers as lenders advance their own diligence. All facilities are documented and disbursed directly between you and the relevant lenders under their own licences and processes.
Fees And Mandate Terms
Serious project finance work cannot be run on speculative promises of future fees. We charge a mandate retainer to cover analytical and preparation work, and a success fee if and when a transaction closes with capital providers we have brought to the table or where our work materially shaped the structure.
- Retainer based on size and complexity, payable on signing the engagement and not dependent on funding.
- Success fee as a percentage of funded senior and, where agreed, subordinated debt and equity raised through our process.
- All third party costs such as legal opinions, technical studies, insurance broker work, and independent models are for the client unless agreed otherwise.
We operate on a best efforts basis within a defined mandate. No advisory firm can guarantee a close, but an experienced advisory team can prevent avoidable failure and keep lender discussions focused on real issues.
Request Project Finance Advisory Support
If you are developing an infrastructure, energy, or industrial project with real equity, contracts in progress, and a credible plan, we can help you package it for lenders and arrange introductions to suitable capital providers.
Share your RFQ and core project documents so we can assess whether a formal project finance advisory mandate is appropriate.
Submit Project Finance RFQ
Disclaimer: Financely is a corporate finance advisory and arrangement platform. We are not a bank, lender, broker dealer, deposit taker, or investment adviser and we do not issue securities or loans. Any financing described on this page, if approved, is provided by regulated third party institutions under their own licences, internal approvals, terms, and documentation. All work is carried out on a best efforts basis and is subject to KYC, AML, sanctions screening, conflict checks, and internal approval. Nothing on this page constitutes a commitment to lend, an offer of securities, or legal, tax, or accounting advice. Clients should obtain independent professional advice before entering into any transaction.