Procedures to Funding through our Desktop Review Service
We work in partnership with our Clients, Funders and Insurance Brokers
Drawing on our experience and expertise, we can provide project developers with a wide range of services when seeking finance their project. We work in partnership to ensure that we offer competitive lending terms, backed if required by project guarantees.
How does Allieds Desktop review work?
Step 1.
The Project Developer provides information about themselves and the prospective project. Apply Now. Download a guide to documentation
Step 2.
Email or upload the form via our funding request page. We then will appraise your project from the information provided and undertake our internal analysis, requesting further limited, but critical documentation, if required.
Step3.
Subject to acceptance, our Desktop Review Service is offered at no cost to you. But, it is conditional to that you agree to mandate us exclusively to undertake the due diligence and seek interest from funders and must also cease all and any funding activities during the due diligence period.
OR
Our should you not wish to mandate us during the due diligence period, then the Desktop Review Services may be offered, under exceptional circumstances, on a non-exclusive basis subject to an hourly rate of £100, based on a maximum of 160 hours. Should Due diligence exceed this time, that we seek the client’s permission to continue at the same hourly rate. This charge is subject to our Terms and Conditions.
During this stage we prepare documentation for presentation that presents your project in acceptable format, to the Equity Investor, Debt Funder, and Insurers, if required.
Step 4.
Upon completing the Desktop Review, we issue a Contract of Services, which will indicate interested funding sources.
At this stage, all documentation will be held in a secure data room, on our server, with access by ourselves, the project developer and funders.
Step 5.
On signing, we will require a Fee for Services to be paid, which can be held in escrow, and a Success Fee, payable at a financial close agreed. A conditional exclusive Mandate to act between the Project Developer and the Equity Investors and Debt Funders.
As Mandate, we discuss terms on the structure of the transaction with the Project Developer and the Investors/ funders
A term sheet(s) and documentation are executed.
Step 6.
As Mandate, we interact with the Investors/Funders to bring the project to a successful close as quickly and smoothly as possible.
At the financial close, the agreed Success Fee, less our Fee for Services, is payable.
This web site and the registered trademark DPI® is owned by Allied Project Services Ltd. All due-diligence carried out for DPI® Platform is carried out by Allied Project Services Ltd at no cost to their client. Allied retains the right to use the final report to arrange finance for the client. As a result of a funder being identified further detailed due diligence might be required. It will be carried out and managed by Allied Project Services Ltd and other third parties on behalf of its client at an agreed hourly rate. The time period for further due diligence outside of the Desktop Review will be by any further requirements of the funder identified or the client. At this point also, and to enable Allied to continue discussions about the project directly with the funder, Allied will be required to be mandated by the client. The information contained herein we believe to be accurate. We make no representation or warranty as to its accuracy and should not be read as an offer or recommendation or a solicitation of an offer. Allied do not offer insurance, or financial advice and user information should be seen as a guide and not be seen as a recommendation to use any particular insurance or investment strategy. Allied shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein.
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