Project finance and fund raising support
Banks and investors need well-reasoned projections and clear documentation before they commit money. We prepare project reports, CMA data and financial models that are realistic and consistent with your past results, and we help you assemble the documents lenders ask for.
What this covers
- Detailed project reports for term loans
- CMA data for working capital limits
- Financial projections and cash-flow forecasts
- Information memoranda for investors
- Documentation for CGTMSE and government schemes
- Review of sanction terms and covenants
How the work is done
- Understand the project and funding need
- Build projections from historical data
- Prepare the report and supporting schedules
- Support you through lender queries
Documents usually needed
- Last three years' financial statements and tax returns
- Quotations for assets to be purchased
- Existing loan sanction letters
- KYC of promoters
Frequently asked questions
What is CMA data?
Credit Monitoring Arrangement data is a standard format banks use to assess working capital needs, with past and projected financials.
Do you arrange the loan?
We prepare the financial case and documentation. The lending decision rests with the bank or investor.
Can startups use these services?
Yes. Startups often need projections and an information memorandum before approaching investors.