The most rigorous qualification system in growth and project capital.
Most of what we see never reaches a capital provider. The few that do arrive with every key assumption analyzed and verified – inside a mandate they already fit.
Recent transactions – under NDA →Sourced directly, qualified before they carry our name, and brought to a small number of capital providers – never shopped.
Greenfield builds and the next site, the next line, the next market – projects that should exist, brought to the capital that builds them.
The distance between a capital need and a fundable deal is work – de-risking, evidence, and structure. An iterative six-stage process, often months, completed with the company before anyone sees the deal.
Every key assumption is analyzed and verified against source documents – or the project is declined, in writing, with the reasons.
A set of proprietary AI-assisted tools runs every key assumption to ground: analyzed, verified, owned.
We come from the capital provider's world – this is the diligence you'd run, already done before the deal reaches you.
| Condition – what has to be true | Status | Evidence / source | |
|---|---|---|---|
| 01 | Security of supply – ample volume to feed the units | True now | 20-year feedstock commitment from the adjacent refinery operator.Supply agreement |
| 02 | Price is low or locked to output price | True now | Lowest-quartile fibre cost; delivered price fixed by formula.Cost model |
| 05 | Equipment maturity – proven at full scale | Path exists | Base mode proven; premium mode held as the upside.Reference machine |
| 06 | Performance guarantees / EPC wrap in place | Path exists | Vendor guarantees performance; wrap terms + LDs in negotiation.EPC vendor |
| 10 | Conversion margin positive with headroom | True now | ~$390/t margin (43%) on base mode at conservative pricing.Unit economics |
Illustrative example – "Northwind Green Materials". Until it's an A, a capital provider never sees it. Real assessments are private and never shown without a named sign-off.
Worth taking the call.
We come from your world – mandates, committees, closings. Before anything reaches you, it has survived months of vetting: every key assumption analyzed and verified against source documents. Your diligence, already run.
One opportunity a quarter, at most – inside your mandate, likely to pass your committee, likely to close. We'd rather send you nothing than send you noise.
See the next opportunity →Actionable honesty.
Great businesses deserve capital. We position you to get it – by holding your project to the same standard a capital provider will, and closing the gaps before they cost you the room.
If the answer is no, you get the reasons and the exact actions – in writing, no upfront fees. Companies that do the work come back, and the second conversation is usually the one that counts.
Put your project forward →Ten minutes is usually enough to know whether there's a fit. Introductions are private.