Project Finance Bankability Pack

A project finance bankability pack is a retained advisory product that prepares a sponsor-led project for lender review. It combines a financing model, an information memorandum and managed lender outreach. Financely is an advisor and arranger, not a lender. The pack does not fund the project or guarantee a term sheet.

What is included in the project finance bankability pack?

The pack has three core deliverables: a financing model built on the project's contracts and costs, an information memorandum that lenders can actually read, and a managed outreach process to mapped capital providers. Related work, such as term-sheet comments, is scoped in the engagement letter when the file supports it.

The model is a working tool for debt sizing, uses of funds, and sensitivity cases that a credit team would expect to see. It is not a marketing chart. Inputs have to come from the sponsor's contracts, contractor quotes, permits and, where relevant, offtake or concession documents. If those inputs do not exist, the honest output is a list of gaps, not a decorated workbook.

The information memorandum sets out the sponsor, the project, the contracts, the risks, and the proposed financing structure. It should be consistent with the model. Lender outreach starts only after the memorandum and model are in a form that can be shown without wasting a credit officer's time.

This pack is the commercial product. The educational page on what lenders need before they will consider a term sheet remains the guide to the tests themselves. Use that page to understand the standard. Use this page to buy the work that tries to meet it.

How does the pack work for battery, solar, infrastructure and ECA-backed projects?

The method is the same. The inputs change with the sector. Battery and solar files turn on offtake, interconnection, equipment and revenue shape. Infrastructure files turn on concession, construction and availability mechanics. Export-credit files add agency eligibility and OECD-aligned structuring questions.

Sector depth already lives on existing pages, and this pack should link to them rather than copy them. For storage, start with battery energy storage project finance. For solar, use solar project finance advisory. For social and economic infrastructure, use infrastructure finance advisory services. For agency-backed structures, use the ECA financing guide for project finance.

Export-credit work, when it is relevant, is still advisory. Financely does not sit as an export credit agency and does not approve cover. The pack can help the sponsor organise eligibility facts, the export contract, the financing plan and the agency process, then introduce the file where a conversation is justified.

How is the pack priced, and what does the USD 500 intake do?

Retained pack work sits in the USD 50,000-200,000 band, with Package 3's ceiling at USD 200,000. The published USD 500 intake is due before the mandate fee. The intake pays for a file screen, not for the model or the memorandum, and it does not reserve a lender or guarantee that a pack will be offered.

Pay the intake through Start Your Engagement after you submit the deal. If the file is not ready for a pack, you receive a written view of that fact rather than a forced mandate. If the file is ready, the engagement letter will state the scope, the fee inside the approved band, and the deliverables.

The intake is the same published USD 500 used for other Financely screens, including the trade finance eligibility check where the file is a trade rather than a project. Do not send a project finance pack request as a trade instrument enquiry, and do not treat either intake as a placement or underwriting fee.

What does lender outreach mean in this pack?

Outreach means a mapped list of relevant capital providers, a controlled introduction of a complete file, and support as those providers ask questions. It does not mean a blast of teaser emails, a promise that a named bank will engage, or Financely standing in as the lender. Credit decisions stay with the provider.

A complete file for outreach is the memorandum, the model, and the supporting contracts or summaries that the memorandum relies on. Sending a short deck with no model is usually a way to be ignored. The pack exists to avoid that outcome, not to guarantee a different one.

If an export credit agency, a development bank, or a commercial lender later issues a term sheet, that document is theirs. Financely can help the sponsor read it and comment. It cannot bind the provider, change cover policy, or commit capital.

When should you not buy this pack yet?

Do not buy the pack if there is no defined project, no sponsor equity story, and no contracts or studies that a model could use. In that case the honest product is a screen, or further development work, not a memorandum written around missing facts. A pack cannot invent bankability that the project itself does not have.

If you only need a reading of the standard tests, use the live lender-requirements guide first. If you already know the gaps and want a short screen of whether they are fatal, use the assessment platform. Come back to this pack when there is enough substance for a model and a memorandum to be more than a template with a new logo.

Frequently asked questions

What is a project finance bankability pack?

It is a retained advisory pack that prepares a sponsor-led project for lender review. The core work is a financing model, an information memorandum, and managed lender outreach. Financely is an advisor and arranger only. The pack is not a loan, a guarantee, or a promise of financial close.

How is this different from the bankability assessment platform?

The live project finance bankability assessment platform is a screen of what is blocking close. This pack is the later, retained work that builds the model, the memorandum and the outreach once a file is worth that effort. They should not be merged into one URL or one H1.

Which sectors does the pack cover?

The same method is used for battery storage, solar, infrastructure and export-credit-backed projects, with sector pages already live for each. The pack does not invent a new sector hub. It packages the model, memorandum and outreach around the facts of the project you submit.

What does the pack cost?

Retained work of this scope sits in the USD 50,000-200,000 band, with Package 3's ceiling at USD 200,000. The published USD 500 intake is due before any mandate fee. The intake is a file screen, not the pack itself, and it does not guarantee that a mandate will be offered.

Does Financely lend or underwrite the project?

No. Financely advises and, where the file is accepted, helps arrange an introduction to capital providers. Credit decisions, term sheets and any export-credit support sit with those providers and with any mandated agency. The pack cannot promise a close date, a leverage level, or a particular lender.

What do I need before you start the pack?

A real sponsor, a defined project, and enough technical, permit, offtake or revenue evidence for a model and memorandum to be written in good faith. If those basics are missing, start with the eligibility intake or with the existing lender-requirements guide rather than buying a full pack around an empty file.