Bank-ready templates — free to use
Neutral, editable templates for the documents most large industrial financings require. Educational only — adapt to your project, jurisdiction and lender's preferred format.
Editable template for a formal financing request letter to a commercial bank or DFI — sponsor, project, use of proceeds, indicative structure and next steps.
Two-page bank-ready teaser template covering sponsor, project, capital stack, indicative economics and process timeline.
The standard document checklist commercial banks and DFIs request for an industrial project credit review — corporate, project, financial and ESG.
Full RFQ template covering technical specification, commercial terms, evaluation criteria, Incoterms and submission requirements.
The eight-stage buyer-side checklist for industrial procurement — from strategy through award and post-award execution.
Executive-length guide to selecting a project preparation path, financing channel and delivery model for large industrial projects.
Editable workbook to assemble the sponsor, project, financial and ESG evidence set that most senior lenders will ask for.
One bank document checklist per financing pillar
Each submission pack lists the sponsor, project, financial, ESG and channel-specific documents typically required by lenders, ECAs and DFIs for that financing route. Educational and channel-neutral — adapt to your project and lender's format.
Country eligibility, national-interest content, OECD Arrangement compliance and Common Approaches ESG classification.
IFC Performance Standards gap analysis, additionality note, development impact metrics and DFI procurement rules.
SPV documents, full contract suite, independent engineer reports, model audit and security package overview.
Commercial contract, draft LC / SBLC text, shipping and licences, marine cargo insurance and duty calculation.
Group financials, debt schedule, covenant compliance history and collateral valuations.
Anchor rating, approved-invoice workflow, true-sale opinion and platform onboarding.
Cash conversion cycle, ageing reports, 13-week cash forecast and concentration analysis.
Quotation, indicative vendor term sheet, usage profile and residual-value / buy-back assumptions.
Asset register, structure memo, IFRS 16 / ASC 842 impact and residual-value study.
Strategy, SPTs, Second Party Opinion, impact reporting and reference framework alignment.
Eligible category, environmental benefits quantification, EU Taxonomy alignment and independent verification.
Concession, availability vs demand risk allocation, O&M contractor and government support.
Plant layout, capacity plan, raw material supply, quality certifications and labour plan.
Land tenure, agronomy, water rights, off-take, climate risk and certification roadmap.
Aquaculture licence, carrying capacity, biosecurity, feed sourcing and harvest / processing plan.
Temperature zones, refrigerant choice, back-up power, HACCP traceability and perishable-stock insurance.
Automation scope, payback business case, IEC 62443 cyber assessment and integrator qualifications.
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