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Project Financing Assistance
An American Diversified Enterprises company
Looking for Capital?
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Fill out the Financing Request, Authorized Officer, Project Company and, if appropriate, Parent Company forms. Are they long and somewhat tedious to fill out? YES! Keep in mind that, if you are serious about seeking financing, there are no shortcuts. Taking shortcuts is the quickest way to arrive at NO. This also is the easiest of all the steps that follow. The completeness and quality of your responses will determine whether PFA can assist you. This also is the information needed by capital providers to make an initial judgement whether they want to see more information. Please view PFA's Privacy & Confidentiality Policies.
Step 1
PFA will review the information in the forms that have been submitted to determine if the information is complete and has a strong value proposition that aligns with the interests and funding criteria of one or more of the capital providers with which PFA cooperates.
Step 2
PFA will reach out with (1) an invitation to move forward through the steps below, (2) a request to make changes and come back when the changes are complete, or (3) a determination that the project is not a fit for PFA or the capital providers with which it cooperates.
Step 3
For projects that received an invitation to move forward, PFA will enter into a mutual non-disclosure non-circumvent agreement and non-exclusive engagement agreement. PFA does not charge any upfront fees for connecting a project with capital providers; it is compensated for this service solely on the money it raises.
Step 4
Capital providers whose interests align with the project will be identified and an introductory package will be assembled, consisting of the Financing Request, Authorized Officer, Project Company and, if appropriate, Parent Company forms, a pitch deck or executive summary, sources and uses table, proforma, and key management team bios. PFA's advisors will review these materials and offer suggestions, as necessary, for improvements, noting gaps that need to be filled, highlighting key points for additional emphasis, and providing guidance on piquing interest and conforming to the criteria of the capital providers to whom the introductory materials will be sent. For assistance in making these refinements, PFA can make referrals to the allied, fee-for-service firms with which it works.
Step 5
Project developers need to have all information in hand, refined and ready to go, that a capital provider is likely to request following a positive response to the introductory package. Please click here to view a list of these materials. Again, PFA's allied firms can assist, if desired, with preparing, refining, strengthening, and adjusting these materials to hone in on the capital provider's interests and requirements, as well as providing insurance -- such as risk, business interruption, business income, and environmental liability insurance -- legal counsel, and other services to make the project more attractive to a capital provider.
Step 6
Step 7
PFA will remain involved each step along the way, from the initial introduction of a project to a capital provider to financial close, providing suggestions, offering advice, facilitating the exchanges of documents, arranging and participating in meetings (as requested), following up on requests, resolving misunderstandings (if they occur), and fostering cooperation and collaboration.
Step 8
Due diligence -- looking before leaping; scraping off skin to see what lies underneath; poking holes in everything to see what leaks; uncovering the truth behind everything that has been presented -- is the make or break process before a project can go to financial close. Projects seeking capital must be prepared to withstand intense scrutiny and effectively address everything that comes to light. Please click here to view a typical due diligence checklist.
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