DELIVERABLE SPECIFICATION • DISCIPLINE 04
SOW 04 Spec: Fundraising Dossiers & DFI Syndication
Institutional Information Memorandum (IM) & Underwriting Pack Tailored to AfDB, IFC & Commercial Banks.
$2,500 Fixed Fee (Standard 5-Day)
Pricing Architecture
5 Business Days
Delivery Guarantee
Senior Led
Zero Junior Intermediaries
EXECUTIVE SCOPE DEFINITION: This 1-page deliverable specification details the exact technical outputs, analytical standards, and service level commitments provided by Creative Research Associates Ltd under standard pre-prepared advisory mandates.
1. Core Mandate Deliverables
- 35–50 page publication-grade Institutional Information Memorandum (IM) in PDF and editable master formats
- 3-page executive syndicate teaser engineered for rapid DFI and private equity capital introduction
- Targeted capital structure & debt sizing model (senior debt, mezzanine, equity, sovereign grant)
- DFI ESG Gap Matrix benchmarking project practices against IFC Performance Standards 1 through 8
- Lender presentation deck and risk mitigation term sheet
2. Required Client Inputs & Scoping Baseline
Corporate business plan, technical feasibility studies, commercial off-take agreements, and sponsor biographies.
3. Institutional Appraisal & Banking Standards
Formatted strictly for the credit and investment committees of AfDB, IFC, BII, AFC, EBID, and regional banks.
4. Commercial Terms & Commissioning
| Tier |
Turnaround SLA |
Fixed Investment |
Payment Terms |
| Standard Package |
5 Business Days (Standard) | 1 to 4 Weeks (Bespoke) |
$2,500 Fixed Fee (Standard 5-Day) | $5,000+ (Bespoke 1–4 Weeks) |
50% upfront upon SOW signing, 50% upon draft delivery (or 100% upfront for 48h diagnostics) |
CREATIVE RESEARCH ASSOCIATES LTD
Joseph A T Demby, MBA, CFA
Founder & Managing Director
Headquarters: London, UK
LEGAL & REGULATORY DESK
Corporate Legal Affairs Group
info@creativeresearch.associates
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