Advisory
By introduction, in a personal capacity.
I work with a small number of companies, project owners and non-bank lenders on the file a lender or buyer will read. Outside my employment, and after a conflicts check.
Companies
Exporters, SMEs and mid-caps facing a lender's environmental and social questionnaire, or an EU buyer's request for emissions data.
- Financing file reviewOne working session on your file: which credit line fits, what is missing, and the order to fix it.
- E&S readiness for a DFI-backed loanThe lender's E&S questionnaire answered with evidence, an exclusion check, and an action plan a credit committee can sign.
- CBAM readinessInstallation-level embedded emissions for each export product, the monitoring plan, and the data pack your EU importer needs.
- IFRS S1 and S2 gap assessmentYour current reporting read against IFRS S1 and S2, requirement by requirement, with an owner and a date for each gap.
Read first
Review your file
Projects
Green buildings, solar plants and equipment upgrades seeking green or DFI-backed finance, from design to the final tranche.
- EDGE pre-assessmentYour design modelled in the EDGE app by an IFC EDGE Expert: which measures reach 20 per cent, what it costs, and the path to preliminary certification.
- EDGE certification supportFrom model to preliminary certificate, and the evidence file that lets a lender release the final tranche against the final certificate.
- Solar bankability reviewVendor, yield and green-loan eligibility reviewed the way a lender reads them, before you sign the installation contract.
Review your file
Non-bank lenders
Leasing, microfinance, factoring, mortgage and consumer finance companies preparing for a DFI credit line or the regulator.
- ESMS design and implementationPolicy, screening tool, due diligence checklist and monitoring routine, built to pass a DFI's review on real files.
- Operational and financed emissions (PCAF)Operational and financed emissions on the PCAF standard, with a data quality score for every number.
- IFRS S1 and S2 gap assessmentYour current reporting read against IFRS S1 and S2, requirement by requirement, with an owner and a date for each gap.
- Sustainability reporting pipelineAn AI-assisted screening and reporting pipeline for your sustainability desk, so the quarterly pack stops being a manual week.
Review your file
How it runs
- A first conversationWe read the request, and your Proof Note if you have one, after the conflicts check.
- DiagnoseThe gaps ranked by what stops a disbursement, with written acceptance criteria for each.
- BuildThe documents and tools in short sprints, with a demo of finished work at the end of each.
- Hand overA file accepted against the written criteria, and the templates that keep it current.
Scope, deliverables, acceptance and closure follow ISO 20700, the international guideline for management consultancy services.
Principles
- A written scopeScope and fee are agreed in writing before any work starts.
- Acceptance firstThe acceptance criteria are written down before we begin.
- Conflicts checkI do not take work connected to my employer's clients, borrowers, prospects or counterparties.
- Personal capacityOutside my working hours.
- I prepare, I do not certifyVerification and certification come from accredited bodies, paid directly.
- ConfidentialityI never discuss a client's information in public.
Begin
Start with a conversation.
Write with what you want financed, the lender or buyer involved, and the timing. Name the banks you work with so I can check for conflicts before replying.