Project Finance Consulting
Project Finance Consulting
Financely delivers lender-ready structuring for non recourse and limited recourse projects. We build the lenders case, align contracts, quantify risk, and run a disciplined process from screening to financial close. Where collateral must be raised for credit enhancement or construction support, we underwrite and place it first, then run a term sheet auction across lenders and issuing banks. Syndication is arranged where capacity or risk requires it.
Scope and Mandate
Project types
- Energy and power: solar PV, wind, storage, gas peakers
- Midstream and downstream: terminals, pipelines, fuels
- Metals and minerals: processing, concentrators, SX-EW
- Industrial and logistics: plants, warehouses, cold chain
- Social and infra: hospitals, schools, data centers
Typical thresholds
- Minimum facility size: USD 25M. Below that by exception with contracted revenues and strong sponsors
- Equity committed and verifiable
- Permits materially advanced
- Independent technical study in scope
Process Overview
1) Screening
Quick screen on contracts, permits, equity, and model readiness. Red flags and data gaps are identified with a short memo.
1–2 weeks2) Underwriting
Build lenders case, sensitivities, covenant sizing, security map, and CP list. Third-party scopes drafted for IE, legal, insurance, and E&S.
3–6 weeks3) Distribution
Term sheet auction to lenders and bank desks. Negotiate pricing, covenants, and conditions. Arrange confirmation and syndication if required.
4–8 weeksWorkstreams We Coordinate
| Stream | Deliverables | Decision impact |
|---|---|---|
| Financial | Lenders case model, ratios (DSCR, LLCR, PLCR), sensitivities, liquidity waterfall, reserves sizing | Debt capacity, covenants, reserve and amortisation profile |
| Commercial | Review of PPA or offtake, feedstock, EPC, O&M, availability and LDs, step-in and assignment | Revenue certainty, counterparty risk, enforcement |
| Technical | Independent engineer scope, capex and schedule check, completion tests, performance guarantees | Completion risk, overrun cover, schedule realism |
| Legal | Security package, intercreditor, CP list, precedent docs, local counsel coordination | Enforceability, CP path, closing timetable |
| Risk and E&S | Insurance programme, E&S framework, permits matrix, community and land access | Insurability, ESG compliance, lender approvals |
Five Minute Bankability Screen
| Screen | Pass | Fail |
|---|---|---|
| Revenue | Contracted offtake or regulated tariff with creditworthy counterparty | Merchant exposure without hedging or support |
| Equity | Committed equity with sources and uses evidenced | Indicative letters only, no cash plan |
| Permits | Critical permits in hand or within dated CP plan | Early stage, uncertain timelines |
| Model | Lenders case with sensitivities and audit trail | Promoter spreadsheet without checks |
| Security | Clear security map and account waterfall | Unclear collateral and release mechanics |
Data Room Requirements
- Financial model with assumptions book and audit trail
- Draft or executed EPC, O&M, offtake or PPA, feedstock, land, and key consents
- Permits register and dated CP plan
- Sponsor profiles, corporate approvals, and equity commitment evidence
- Independent engineer ToR, technical studies, and capex breakdown
- Insurance schedule and E&S documentation
Costs and Timeline
| Retainer | USD 60k to 150k staged across screening and underwriting. Funds financial model work, lender pack, and third-party coordination |
| Third-party costs | Independent engineer, legal, insurance advisory, E&S, data room, and filings are pass-through with approvals |
| Success fee | 2 to 3 percent of debt arranged. Payable at financial close |
| Timeline | Screening 1 to 2 weeks. Underwriting 3 to 6 weeks. Distribution and closing 8 to 12 weeks. Full cycle 3 to 5 months from complete data room and cleared KYC |
Why Financely
Credit first
We size debt off lenders case and ratios. Decisions are anchored in contracts, controls, and tested sensitivities.
Real distribution
We run term sheet auctions, compare economics and CPs, and coordinate syndication where needed.
Tight execution
Calendar-driven process, issue logs, and responsibilities tracked until close.
Regulatory and Chaperone
Any securities related activity is conducted through a licensed chaperone, Member FINRA and SIPC. Investor and lender communications follow the chaperone’s rules and approvals.
Request a Project Finance Term Sheet
Open your data room. We will run a lender-ready underwriting and a term sheet auction with a dated path to close.
Request a Term SheetFinancely is an advisory and placement firm. We are not a bank. All engagements require KYC and AML checks. Funding outcomes, pricing, and timelines depend on sponsor strength, contracts, permits, controls, and lender approval. Best efforts only. Instruments and documents follow UCP600, URC522, ISP98, or URDG758 where applicable.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
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.
Trade Finance
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 RequestProject Finance
Access 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 RequestAcquisitions
Secure 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 RequestFor Banks
Financely 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.
