Prepare, structure, fund, and close.
Basis Partners advises on project finance and capital raising. We build the financial model, shape the financing, prepare the materials lenders and investors need, and stay with the deal through due diligence, negotiation and financial close.
Working in South Africa, Botswana, Namibia, and Zambia.
From first model to financial close
- PrepareFinancial modelling and bankability: a model and a project that funders can rely on.
- StructureFinancing strategy and transaction structuring: the right mix of debt and equity.
- FundDebt, equity capital raising support, with investor and lender materials.
- CloseDue diligence, commercial negotiation and support through to financial close.
Our team has worked across
Funders decide on what they can verify.
A lender or investor will only move as fast as the information in front of them allows. Most delays trace back to a small number of avoidable gaps.
The model and the project disagree
Assumptions in the model differ from the contracts, permits and technical reports. Lenders find the differences in due diligence, and each one costs time or terms.
The structure was assumed, not tested
Sponsors approach the market with one financing structure in mind before finding out what different lenders and investors will actually accept.
The materials are not ready
An incomplete information pack produces slow, repeated questions, and funders move on to opportunities that are easier to assess.
Close is a project of its own
Between term sheet and financial close, many parties, documents and conditions must be coordinated to one timetable.
Four services, one transaction from start to close.
Engage us for the whole transaction or for a single workstream. Each service produces documents your team, your funders and your other advisers can use.
Financial modelling & bankability
Build or review the project finance model, document every assumption, and find the gaps lenders will find before they do.
Read more 02 · StructureFinancing strategy & structuring
Decide how much debt and equity the project can carry, from which sources, and on what structure, before you go to market.
Read more 03 · FundDebt & equity capital raising
Prepare the investor and lender materials, organise the data room, and support your approach to funders by coordinating their questions.
Read more 04 · CloseDue diligence, negotiation & financial close
Coordinate lender diligence, support commercial negotiations, and manage the conditions and timetable through to financial close.
Read morePractical outputs, not a slide deck of advice.
Depending on the engagement, you receive working documents you can hand to funders, counsel and your own board.
- A project finance model with a separate assumptions book that traces each input to its source
- A bankability gap report: what funders will ask for, what is missing, and who needs to close each gap
- A financing strategy paper comparing structures, sources of capital and their trade-offs
- An information memorandum, teaser and funder presentation built on the model outputs
- A data room index and due diligence tracker showing open, answered and escalated questions
- A term sheet comparison and a list of the commercial points to negotiate
- A conditions-precedent checklist and closing timetable through to financial close
- A short update after each milestone, so your team always knows where the transaction stands
Start with what exists, then fix what matters.
Scope
We talk through the transaction, where it stands and what you need from us. We tell you whether we can help and how we would approach it.
Review
We review the model, contracts, papers and information already available, and give you a clear list of what is strong, what is missing and what to do first.
Deliver
We carry out the agreed workstreams, from modelling and structuring to materials and funder engagement, working alongside your legal, technical and other advisers.
Close
We coordinate diligence responses, negotiation points and conditions until the transaction reaches financial close.
After financial close
Funders and investors expect regular reporting once a transaction has closed. Where it is useful, we can continue to support lender and investor reporting, covenant tracking and portfolio monitoring after a deal has closed. It complements our transaction work; it is not the main focus of the firm.
Tell us where your transaction stands today.
A short description is enough to start. We will tell you whether we can help and what a first step would look like.