Step 1 - Initial documentation
Initial documentation needs to be completed with project owners before any discussions can begin.
Step 2 - Preliminary client meeting
Preliminary meeting is necessary for both parties to understand each other and decide if we move ahead or not.
Step 3 - Initial review
Initial review is necessary to indicate interest in the project and avoid wastage of time for both parties.
Step 4 - Get indicative terms for the project
Indicative terms are in-principle approvals for the project and are subject to further due diligence, risk assessment, and underwriting by the funder (on acceptance by client).
Step 5 - Presenting indicative terms to the client
Indicative terms are presented and explained to the client , along with our fee agreement.
Step 6 - Engagement
This is the engagement process once both parties agree.
Step 7 - Funder due diligence, risk assessment and underwriting
In this step we start working with the funder and the client to complete the due-diligence on the project.
Step 8 - Presenting final offer to the client
Funder's final offer is presented to the client and agreed upon by both parties.
Step 9 - Legal process
In this step, the legal structure and documentation is put in place.
Step 10 - Disbursement of funding
In this step, funding is disbursed for the project.