Our method

The CapitAM methodology is based on a structured institutional process, designed to bring discipline, readability and security to private investment projects and decisions. Each step is documented, traceable and aligned with the expectations of investors and professional partners.

1

Project pre-qualification

Understand, frame, validate relevance.

  • • Quick analysis of project or opportunity
  • • Identification of critical points
  • • Verification of overall coherence
  • • Definition of intervention scope

Objective: determine if the project can become financeable.

2

Independent analysis

Institutional reading of the project.

  • • Technical and financial analysis
  • • Documentary review
  • • Risk assessment
  • • Sponsor / counterparty credibility analysis

Objective: establish a clear diagnosis (go / no-go).

3

Legal and financial structuring

Transform a project into a financeable dossier.

  • • Corporate and transactional structuring
  • • Financial modeling
  • • Documentary discipline
  • • Alignment with investor expectations (and financial partners)

Objective: make the project readable, coherent and presentable.

4

Financier dossier preparation

Formalize an institutional dossier.

  • • Complete dossier construction
  • • Institutional argumentation
  • • Risk summary and mitigation measures
  • • Preparation for committees and decision-makers

Objective: present an actionable and decision-ready dossier.

5

Commitment committee

Internal validation process.

  • • Structured internal review
  • • Contradictory analysis
  • • Validation or adjustments
  • • Decision traceability

Objective: guarantee the quality and independence of the analysis.

6

Coordination & follow-up until signature

Institutional support.

  • • Stakeholder coordination
  • • Exchange and documentation management
  • • Key milestone tracking
  • • Support until LOI, term sheet and closing

Objective: secure the process until conclusion.

A transparent end-to-end process

From initial due diligence to continuous monitoring, we ensure professional support at every step.

Ready to structure your project?

Discover how our method can turn your project into a finance-ready dossier.

Contact us