Services · Step 1

Funding Package Diagnostic

A fast, expert first read on the documents a financier will open first — before you commit to a full assessment.

Price
From $3,000
Timeline
5–10 business days
Format
Written diagnostic + call
Credit
Applied to your next engagement

Who it's for

Sponsors who want independent, senior eyes on the documents they already have — typically before going to market, before committing to a full assessment, or after a financier has gone quiet and the reason isn't obvious.

What it is

This is the first time FTA&C looks at your real documents. It is deliberately narrow, so it can be turned around in days rather than weeks: not a checklist run over your data room, but a genuine expert read of the five documents that carry the most weight early in a financier's process.

The Diagnostic tells you where you stand and what to fix first. It does not attempt the full five-pillar examination of the Comprehensive Bankability Assessment — its job is to give you a fast, low-risk read before you spend more.

The five documents we reviewScope
01

Business plan / feasibility study

Is there a coherent, credible case a financier can follow?

02

Financial model & projections

Are the assumptions, returns and coverage ratios credible and traceable?

03

Funding requirement & structure

How much, in what stages, and for what use of proceeds?

04

Investment proposal / IM

The document that actually goes to financiers — does it stand up?

05

Sponsor profile & track record

Corporate and KYC material, and relevant delivery experience.

Not in scope

Full document set

Every workstream a financier tests is examined in the Comprehensive Bankability Assessment.

What you receive

A short written diagnostic — two to three pages, not a padded report — setting out:

  • What's strong, and therefore worth leading with in front of a financier.
  • The two or three issues that would most concern a financier, stated plainly.
  • A clear recommendation on next steps — including, candidly, if the practice isn't the right fit.

Followed by a call to talk it through. The fee is credited in full against your next engagement, provided you proceed within 60 days.

The engagement ladderWhere this sits
Each paid step is credited in full against the next, provided you proceed within 60 days.
Questions about this stepFAQ
What documents do you review during the initial Diagnostic?

The Funding Package Diagnostic focuses on the five documents lenders inspect first:

  1. Executive summary, teaser or investment memorandum
  2. Financial model
  3. Feasibility study or technical concept
  4. Offtake / revenue model or commercial contracts
  5. Project structure and risk matrix, or data room index
How long does a bankability assessment take?

It depends on the depth of the review:

  • Funding Package Diagnostic (Step 1): typically 5 to 10 business days — a fast review of your five core project documents to give immediate clarity on what is missing.
  • Comprehensive Bankability Assessment (Step 2): 3 to 6 weeks, depending on project complexity, sector, and the availability of data room materials.
What does it cost?

Pricing is structured in clear, transparent phases, so you only pay for what your project needs:

  • Bankability Health Check: free indicative score to establish a baseline.
  • Funding Package Diagnostic: from $3,000.
  • Comprehensive Bankability Assessment: custom-scoped after the Diagnostic, based on project size and sector.

The fee for your first paid engagement is credited in full against your next engagement, provided you proceed within 60 days.

What if our project is mature and we don't need a Diagnostic?

You can enter at any stage. If your data room is already populated and the project is advanced, we can begin with a Comprehensive Bankability Assessment, or work directly on lender negotiations and build-out requirements.

More questions answered on the Services page.

Find out where your documents actually stand.

A short call first, so the Diagnostic is scoped to the documents you have and the financier you're heading towards.