From investment need to review
Project finance & capital planning
The purpose
Show how the project uses capital.
A project needs more than a funding figure. SM Globals helps sponsors explain when capital is needed, what it will deliver and which assumptions support repayment or investor participation. We organise that information into a project-specific case for the next financing discussion.
Who this is for
For developers and project owners assessing a new investment, an expansion or the funding requirements of an asset under development.
What we offer
Work shaped around
your requirement.
The following areas can form part of an engagement. The exact deliverables and responsibilities are agreed before work begins.
01Investment uses and timing
Separate development expenditure, operating needs and contingency allowances. Link each use of capital to the project timetable and identify evidence still needed from technical or commercial advisers.
02Cash-flow assumptions and capital mix
Set out the revenue drivers, cost base, sponsor contribution and potential debt or equity needs. Test how delays, cost changes or weaker revenues affect the requirement, rather than relying on a single forecast.
03A reviewable project file
Bring the project brief, model inputs, available studies and unresolved questions into one document route. Record what a prospective financier or investor is being asked to review and who will supply each missing item.
How it works
A clear path through the work.
- 01
Locate the funding need
Start with the asset, stage of development and expenditure timetable. Distinguish immediate funding needs from later-stage requirements.
- 02
Challenge the assumptions
Check how the commercial case connects to cash flow, sponsor resources and the proposed capital mix. Make dependencies visible before external review.
- 03
Set up the review
Assemble the agreed material and assign responses to outstanding questions. The next action follows the reviewing party’s requirements, not an assumed funding outcome.
Your starting point
Prepare for a more
useful first discussion.
Helpful information to have ready
Bring a short asset description, the development stage, estimated uses of funds, timing, sponsor contribution and any studies or forecasts already available.
Begin with a high-level overview. Confidential documents should only be shared through a separately agreed, appropriate channel.
A clear understanding of our role. Advisory and coordination support does not constitute a commitment to provide capital, issue an instrument or secure an approval. Any financing, transaction or third-party service is subject to its own review, due diligence, terms and applicable requirements. Legal, tax and regulated specialist advice must be provided by the appropriate professionals.