Deal Review & Marketability- We assess all deals based on capital structure, offtaker commitments, tax credits, and overall marketability.
- If the deal is viable, we will soft circle it for further evaluation.
- If market sentiment is strong, we proceed with a facilitation agreement if one of the soft circle leads wants to meet with the client to discuss making a potential deal.
- If the deal is not immediately marketable, we offer the option to list it on our NAEOA platform to organically attract potential leads.
Again, this flow only if they reach out to use directly through the website vs just registering their profile as set it and forget it listing etc If they just list to the website we do not need to reach out to them unless we think their deal is a unicorn.
- Introduction & Facilitation Process
- Once a lead expresses interest in a project, tax credit, offtake etc , we sign a facilitation fee agreement before making introductions.
- Introductions follow a simple process:
Example Email for capital deals:
“Hello [Investor’s Name], I would like to introduce a solar project seeking capital. Attached is their deck, including a cash flow model and key project details. Let me know if you’re interested in connecting with their team.”
- Legal Disclaimer
- We do not negotiate deals. This includes terms, interest rates, and deal structures. We are not licensed brokers or FINRA professionals.
- For capital acquisition, the primary client must have a licensed advisor (corporate attorney, CPA, financial advisor, or RIA) present to discuss our options that are related to their deal. If they do not have one, we can refer them to one.
- Similarly, for offtake or leasing deals, we act solely as facilitators, we are not brokers.
- Any requests for personal opinions must be directed to the advisor, as they are legally authorized to advise the client. We are not. We can refer them to a firm if needed.
- Fee Structure & Ethics
- We never charge upfront flat fees for capital introductions. This is a literal scam in my opinion. Thus, we never do this.
- A facilitation fee (either a percentage or flat fee) is only due if an introduction leads to a successful capital placement. We never call this a success fee as that can be a misrepresentation.
- This fee is paid at escrow closing, after the investor completes due diligence and funds the deal.
- Contact Form Recommendations
To streamline inquiries, we suggest a structured contact form with the following fields:Capital Request Form Suggestions Other than Basic info to capture company name email number etc- Do you need capital?
- Do you have a corporate attorney, tax attorney, CPA, financial advisor, or RIA?
- Please attach your pitch deck (must include a cash flow model).
- What do you envision us doing for your project? (Provide detailed information.)
- What stage is your project in?
- What do you need to achieve your project goal?
- Please attach your pitch deck, project summary, or website.