1. Preliminary Assessment
You submit a concise project presentation, and our team conducts an initial review to determine overall project viability.
2. Initial Consultation
We host a video conference to align on investment objectives, clarify your capital requirements, and discuss the specific nuances of your project.
3. Mandate & Cooperation Agreement
Upon mutual interest, we formalize our partnership through a Mandate Agreement, authorizing us to act as your exclusive consultants under a performance-based commission structure.
4. Bespoke Financial Modelling
You provide a comprehensive Business Plan and Financial Plan (BP/FP) for our review, or our team develops this documentation for an agreed fee. This ensures the structure precisely meets the criteria of our investor network.
5. Material Finalization
We review the prepared documentation with you, making necessary adjustments to ensure everything meets the highest standards prior to submission.
6. Targeted Project Submission
We submit your documentation directly to selected partners within our private circle. We avoid mass distribution, relying instead on long-term relationships with aligned investors.
7. Due Diligence
We facilitate the investor's review by organizing and managing all supporting documentation within a secure Virtual Data Room (VDR) to guide the project toward a signed agreement.
8. Success Fee and Capital Drawdown
Our fee (commission) is earned upon the successful execution of the financing agreement between the client and the investor and the subsequent drawdown of capital. To streamline the transaction, the commission is typically paid to us directly by the investor on behalf of the client from the funded amount, ensuring the clean disbursement, thus the client receives the funded amount after the commission has been deducted. Most importantly, the fees paid by the client for preparation of the required comprehensive documentation, including BP/FP (see below), is fully credited back to the client and deducted from our commission.