Institutional Alignment
Investment Definition
1. Sponsor / WHO
Sponsor background & track record
Existing financing relationships
Operational capabilities
Alignment of interests / skin in the game
2. Investment Case / WHY
Why this opportunity? Why now?
Value creation angle
Market positioning & downside protection
3. Capital Requirement / HOW MUCH
Total capital requirement
Preferred financing structure
Minimum vs target ticket size
Timing of capital deployment
4. Target Capital Structure
Senior debt Mezzanine / hybrid capital
Sponsor equity
External equity
Asset-level vs platform-level financing
5. Sponsor Equity & Funding Status
Equity invested to date
Target equity vs external financing
Funding secured vs funding required
Capital deployment milestones
6. Business Plan & Exit
Business plan execution
Timeline
Refinancing strategy
Sale / hold / recapitalisation scenarios
Typical Institutional Investor Focus Areas
Downside protection
Sponsor equity contribution
Predictability of cash flows
Exit visibility
Structure simplicity
Collateral quality Jurisdiction / enforceability
Alignment of interests