Our Pre-Finance Review Service

Zero Upfront Fees: Subject to a review time period of 40 Hours

Our Pre-Finance Review Service is designed to help our clients find and secure financing without charging them any fees in advance. Our compensation comes only after our clients get a satisfactory term sheet or a letter of interest.

The aim of our Pre-Finance Review Service is to have your project presented for funding as soon as possible. It is important, therefore, that we are provided with detailed documentation promptly, so we can complete our review within a time period of 40 hours. A virtual meeting with you will be required to discuss the project before we commence the review.

During this period, by matching criteria, we approach our funders/investors to ascertain their genuine interest in your project and then prepare the final documentation to present your project to them in an acceptable format. All supporting documentation and our review are held in our secure data room, on our server, and accessed by ourselves, you, and the funders. Any potential areas of concern are addressed during this critical period, with a constant discussion between you and us ensuring that all parties interests are aligned.

Downloads;

Guide to Documentation for Review

Pre-Finance Service T&C's

Pre-Finance Application Form

Presentation

Upon completing the review and with a clear agreement from the Funders to proceed, we will issue our Contract of Services, which will list our scope of detailed work to be carried out. Our contract will be transparent in our fee structure and that of the Funder.

At this time, and based on your total funding requirement, a commitment fee will be payable. This fee will be deductable from our success fee payable at the financial close.

Allied, acting as your mandate, will then proceed to work with your team and the funders to prepare a presentation that will typically solicit a request for further detail in the form of a comprehensive business plan and associated financials.

Under our scope of work, we discuss terms on the transaction structure with you and the investors/funders to execute a term sheet and supporting documentation. We continue to interact with the investors/funders during this period to bring the project to a successful close as quickly and smoothly as possible.

Negotiation

Multiple parties might be required to make an offer depending on the size of your capital requirement. If this is the case and initial pricing and terms vary between investors, we help draw out the best recommendation to receive multiple Term Sheets and optimum terms for your project.

Execution

Assuming terms are agreed upon with an acceptable structure, conditions and pricing with the preferred investor(s), Term Sheets will be signed, locking the parties into a limited period of exclusivity, covering the anticipated duration of the due diligence phase. During this period and depending on the extensive detail required by the investor's due diligence team, Allieds' extensive experience and knowledge gained through many previous successful transactions remains in support of reaching financial close.