Model, teaser, and IM — built together, ready to raise.
When you're preparing to raise equity or debt, you need more than a spreadsheet. The Investment Package brings the financial model, investment teaser, and investment memorandum together in one coordinated deliverable — built by the same person, with consistent assumptions and a coherent story. Each component is also available individually.
Everything an investor or lender needs to evaluate your project.
An IM without a model behind it is unconvincing. A model without a narrative is difficult to evaluate. The Investment Package solves both problems at once — built together by the same senior modeller, with a consistent set of assumptions from page one to final output.
This package is used by energy developers, project sponsors, and early-stage companies preparing a formal fundraising process — approaching infrastructure lenders for debt, institutional investors for equity, or both simultaneously. The package is built from your project data, your commercial terms, your target financing structure. Nothing generic.
The NDA is signed before any project information changes hands — before the term sheet, before the data room. All materials can be prepared for anonymous initial distribution. The narrative in the IM is built collaboratively; nothing goes to investors without your review and sign-off.
Each component is available individually. Take the full package (model + teaser + IM) or any subset. Scope confirmed in the written proposal after a 30-minute scoping call.
What the package includes
FAST-standard project finance model from scratch. Full revenue, cost, capex, financing, and tax mechanics. Scenario and sensitivity analysis. Assumptions documented. Fully unlocked. Investment teaser: 2–4 pages.
2 to 4 page project summary with key commercial terms, headline financials, and investment thesis. Designed for first-stage distribution. Anonymisable on request.
Full IM (50+ pages) covering project overview, market context, technical summary, financial model outputs, risk matrix, and use of proceeds. Built for lender and investor review. Anonymisable for NDA-free initial distribution.
Live walkthrough of the model and documents with your team. Q&A included. You leave able to present the materials without relying on us to be in the room.
Built for sponsors approaching a capital raise.
- You are approaching lenders, equity investors, or a DFI and need coordinated materials
- You need the model and documents to tell the same story — built by the same person
- You have a partial package and need it brought to market standard
- You want individual components (model only, teaser only, or IM only) rather than the full bundle
Energy developers
You have a project at late development stage and are preparing to approach lenders or equity investors. You need a model that survives lender due diligence and documents that support it.
Project sponsors in EMEA
Your project is in an emerging or developed market. You need materials calibrated to the expectations of infrastructure lenders, DFIs, and international equity investors.
Founders raising growth capital
You are raising a Series A or a growth round for an energy or infrastructure business and need a forecast model and investor deck built to the standard that institutional investors expect — detailed, documented, and defensible.
Advisory firms preparing a mandate
You are representing a client in a fundraising process and need a complete, presentation-ready package — model, teaser, and IM aligned and consistent.
Developers expanding a pilot
Your project is a proven concept being scaled. You need a model that reflects the new scope and documents that communicate the investment case to a new set of investors.
Teams inheriting an incomplete package
You have a partial model or an outdated IM and need the full package brought to market standard before a process restarts or accelerates.
From brief to investment-ready.
We discuss the project, target investors or lenders, existing data, and your fundraising timeline. We identify any information gaps and confirm scope. NDA signed before anything is shared.
A fixed price, exact deliverables, and a confirmed delivery date — within 24–48 hours. You review, ask questions, and confirm. Work starts only when you say so.
We build the financial model first — it is the foundation. The teaser and IM are written from the model outputs, not in parallel. Assumptions confirmed with you before the narrative is drafted.
Teaser and IM drafted in sequence. You review and provide one round of consolidated comments. Revisions incorporated and returned within 48 hours.
Final model, teaser, and IM delivered. Live handover session with your team. You leave with materials you can present without relying on us to be in the room.
What each component covers.
All three components can be taken together or individually — scope confirmed in the written proposal.
Fixed price. Confirmed upfront.
All engagements are fixed-price, confirmed in writing before work begins. Payment into Deel escrow at engagement start, released on final delivery confirmation.
The price depends on the complexity of the project, the number of financing tranches, the extent of the tax mechanics, and whether an existing model or draft IM is being worked from or the build starts from zero.
After a 30-minute scoping call, we issue a written proposal with a fixed price for the full package — or for whichever components you need. No hourly billing, no scope creep, no extras. The number on the proposal is the number on the invoice.
“The model, teaser, and IM were delivered as one coherent package. Every number in the documents matched the model. We went into the lender meeting with confidence — and the lender had no queries on the financial assumptions.”
CFO, Renewable Energy Developer EMEA