A transparent, efficient path from project submission to funding deployment
Investment Fidelity Company follows a structured yet flexible process designed to thoroughly evaluate projects while maintaining efficiency and responsiveness to developer needs.
Timeline: 1-2 weeks
Submit a project overview including basic information about your infrastructure development, funding requirements ($50M-$150M range), project timeline, and team capabilities. We provide an initial assessment of fit with our investment criteria.
What You Need:
Timeline: 2-3 weeks
If the initial review is positive, we request comprehensive project documentation including detailed technical plans, financial models, market analyses, and regulatory documentation. Our team begins in-depth evaluation.
Required Documentation:
Timeline: 6-10 weeks
Our team conducts comprehensive due diligence covering technical feasibility, financial viability, legal structure, environmental compliance, and market conditions. This may include site visits, third-party technical assessments, and stakeholder interviews.
Due Diligence Areas:
Timeline: 2-3 weeks
Upon completion of due diligence, the project is presented to our Investment Committee. This group reviews all findings, assesses alignment with our investment criteria, and makes the final investment decision.
Committee Evaluation Factors:
Timeline: 2-4 weeks
Following Investment Committee approval, we provide a term sheet outlining loan structure, interest rates, repayment terms, covenants, and other key conditions. We work collaboratively to finalize terms that work for both parties.
Key Terms Covered:
Timeline: 4-8 weeks
Legal counsel for both parties draft and negotiate definitive loan agreements, security documents, and related transaction documents. Once all conditions are satisfied, we proceed to closing and initial funding.
Documentation Includes:
Timeline: Throughout project lifecycle
Following funding, we maintain an active partnership with project developers, providing ongoing support, monitoring construction and operational progress, and ensuring loan covenants are met. We're committed to project success.
Partnership Activities:
From initial inquiry to funding deployment
Note: Timelines vary based on project complexity, documentation completeness, and regulatory requirements. We work efficiently while maintaining thorough evaluation standards.
Key factors in our investment decisions
Solid technical designs, realistic financial projections, appropriate regulatory approvals, and clear pathways to completion and operation.
Developer teams with proven track records, relevant technical expertise, and the organizational capacity to execute complex infrastructure projects.
Clear demand for project output, competitive positioning, and sustainable revenue models that support long-term debt service.
Identified risks with appropriate mitigation strategies, insurance coverage, contractual protections, and contingency planning.
Projects that create measurable benefits—clean energy generation, improved infrastructure, economic development, or enhanced quality of life.
Strategic fit with our investment focus areas and portfolio, compatible values, and shared vision for project success and impact.
Submit your project for consideration or contact us to discuss your infrastructure financing needs.
