SFN Financing Transaction Flow Process
Step 1: Review & Assess Financing Viability
Step 2: Conduct Research & Prepare Project Financing Memorandum
Step 2: Conduct Research & Prepare Project Financing Memorandum
- REVIEW CLIENT DOCUMENTATION
- DISCUSS PROJECT WITH CLIENT
- EVALUATE & DISCUSS VIABILITY OF FINANCING
- IF REVIEW PROCESS GOES WELL FORMALLY ENGAGE CLIENT
Step 2: Conduct Research & Prepare Project Financing Memorandum
Step 2: Conduct Research & Prepare Project Financing Memorandum
Step 2: Conduct Research & Prepare Project Financing Memorandum
- REVIEW ANY ADDITIONAL CLIENT DOCUMENTATION & RESEARCH
- ADDRESS ANY QUESTIONS OR ISSUES WITH CLIENT
- COMPLETE PREPERATION OF FINANCING MEMORANDUM
Step 3: Present To Potential Investors & Lenders
Step 4: Secure - Negotiating Offer(s) & Closing
Step 4: Secure - Negotiating Offer(s) & Closing
- CONTACT TARGETED INVESTORS AND FINANCING SOURCES AND PRESENT PROJECT FOR CONSIDERATION
- INTRODUCE CLIENT TO POTENTIAL INVESTORS AND FINANCING SOURCES WHEN NECESSARY TO ADDRESS AND REMAINING QUESTIONS
- WORK CLOSELY WITH ALL FINANCING INVESTORS& LENDERS TO SECURE A DECISION AND OFFER FOR THE FINANCING
Step 4: Secure - Negotiating Offer(s) & Closing
Step 4: Secure - Negotiating Offer(s) & Closing
Step 4: Secure - Negotiating Offer(s) & Closing
- ASSIST IN NEGOTIATING TERMS OF OFFER(S)
- EVALUATE OPTIMUM FINANCING PARTNER(S)
- WORK WITH CLIENT TO MEET ANY CONDITIONS REQUIRED TO CLOSE ON THE FINANCING
- ASSIST IN COORDINATING THE CLOSING PROCESS AND LEADING TO A SUCCESSFUL CLOSING
- HELP CLIENT BUILD STRONG POST CLOSING RELATIONSHIP WITH INVESTOR(S) AND/OR LENDERS