Helpful Free Guides

Master list of guide topics to help you and your team gain access to project funding and services, organized into four roles. Start with the one that is the closest match to your situation:

1) Non-finance professionals seeking mid-market project finance or services

2) Entrepreneurs unsure about which project(s) to propose

3) More experienced or advanced project developers seeking funding or services.

4) Finance experts seeking or offering services. This is where we include more advanced (technical or detailed) topics as part of In3’s “PRACTITIONER SERIES”.

1) Non-finance professionals seeking mid-market project finance

CAP funding security basics:

• Brief Guide to Security
• Streamlined Steps: how to start
• Quick Guide to CAP funding Guarantees — a “Completion Assurance Guarantee” (CAG)
  • CAGs are mainly asset-backed Standby Letter of Credit (SbLC) or cash deposit
  • Practical tips for sourcing a CAP Guarantees
  • Compare & Decide: CASH Deposit to Asset-based GUARANTEE

1. Who is CAP for? When CAP funding is your best or only option
2. Preparing & Applying for CAP Funding:
   • How to pre-qualify for CAP funding
   • Project Proposal Builder (includes editable MS Word templates)
   • If you need help with the CAG, here’s a checklist for Done For You (DFY) guarantee services
   • Draw Schedules for CAP funding
   • Set of handy CAP Tools & Resources (contain all of the above)
3. Project finance basics & FAQs
   1. What is project finance?
   2. What are “financial fundamentals“? (project finance checklist)
   3. What makes a “complete” financial model?
   4. What is a Sources & Uses statement and how do I prepare one?
   5. How can I prepare for investor Due Diligence? (depends on which funding program you use; options summarized)
   6. CAP funding 10 top Frequently Asked Questions (FAQs)
   7. Ten Success Tips
4. Funding options — compare and decide:
   1. Compare In3’s Project Funding Options (summarized list)
   2. The “hybrid” model — using a bridge loan for cash/SbLC as Security.
   3. CAP funding’s Safety Checkpoints for Mutual KYC
   4. More about SbLCs for project finance (CAP) security
   5. Why do we use project funding PROGRAMS? Brief explanation 
   6. Capital by type – venture/business, project debt, project equity
      • Venture Capital and Early-Stage Finance
      • All types of “alternative” capital
      • What’s the difference between “Startup” Venture Capital & Project Capital
      • Venture Capital or Venture Capital Readiness Guide
   7. Project Finance options ranked by the Cost of Capital
5. Once you Pre-Qualify, then what?
   1. Expression of Interest or Term Sheet — how this works
   2. Preparing for Due Diligence
   3. Getting under binding terms
   4. Complete Steps — CAP funding from inception to completion
6. Guide to In3 Services
   1. Project/Venture Co-Development Services
   2. Risk Management for project developers
   3. Management Services to achieve funding success
   4. Service bundles (DIY vs. DFY guarantees, for example)
   5. Other “a la carte” assistance, advisory or project co-development services
   6. Working with In3
7. In3 Sweet Spot
   1. Industry sector focus
   2. Where we work
   3. Why we exist – our purpose & investment strategy
      • What is “Impact Project Finance“?
      • Impact Investments Defined (TheGIIN.org speaks for the industry)
      • What is “Catalytic Capital”? (external link to CC Consortium of the MacArthur Foundation)
8. Case Studies & Testimonials: State of Finance in 2024
   • Sector-specific Updates
   • Client History

2) Entrepreneurs who are unsure about which project(s) to propose

• Starter Kit Coaching Questions to define and build your project proposal(s)
• Terminology Demystified

3) More experienced or advanced project developers

CAP funding GUARANTEES— in depth:

• CAP funding pre-qualification — Complete Step-by-Step Guide with anticipated results
• Alternatives to bank-involved CAP guarantee: direct assets or cash deposit
  • Pairing a loan with CAP equity (using loan as cash deposit) — Program 3
  • Pre-qualification Guide (2-page PDF, links to be updated)
  • Template for an SBLC Authorization to Verify (ATV) letter (which, when received back from the listed banker, launches formal Due Diligence to receive an offer to fund)
  • Getting a Sponsor on board for your project(s) — landing page for sponsors
• Guides to Bank-issued Financial Guarantees
  • Communicating with Bankers
  • Problem-solving Guide when pitching third-party guarantors (3-page PDF download)
  • FAQ on Guarantee Fundamentals (PDF download)
  • What is an RWA Letter?

4) Finance expert who are seeking or offering services

1. PRACTITIONER SERIES Guides & Articles
   • 1-page technical (banking) protocol: “Inception to Completion” (PDF)
   • How to … apply for funding or services
     • Practitioner Series: How to Secure a guarantee for CAP
     • Practitioner Series: What are the Rules governing Demand Guarantees and why does this matter? | Why we prefer well-proven URDG ICC 758
     • Practitioner Series: Financial Guarantees 101 — definition, motiviation, decision
   • Impact Guarantee Fund (IGF) press release
   • Practitioner KnowledgeBase (complete tools & templates)
   • Done For You (DFY) guarantees require Affiliate pre-screening
   • CAP security-related questions not addressed in In3’s FAQs or other materials (please ask)
     
     STAY TUNED …
2. Coming soon:
   • Carbon Credits & Tax Equities
   • ESG measurement & management
   • IGF website (ImpactGuaranteeFund.com)

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