Step-by-Step Borrower Roadmap with a Corporate Advisor – From Project Concept to Private Equity Term Sheet
Date: November 22, 2025
Introduction
Corporate advisors guide borrowers from project concept to PE investment. They ensure readiness, proper positioning, and professional documentation, significantly increasing the chance of securing term sheets without relying solely on SBLCs.
Stage 1: Strategic Assessment and Capital Mapping
Advisors clarify funding needs—growth capex, working capital, or acquisitions—and match these with potential investors. They create a capital map showing target leverage, equity/debt mix, guarantees, and realistic timelines, helping borrowers avoid chasing mismatched instruments.
Stage 2: Project Preparation and Bankability
Advisors coordinate feasibility studies, regulatory approvals, ESG compliance, and financial modeling. Projects are structured to satisfy internal investment committees, making them bankable and credible for investors.
Stage 3: Documentation and Data Room
Investors require professional documents including business plans, financial projections, capex schedules, contracts, and management profiles. Advisors organize these into structured data rooms anticipating due diligence questions.
Stage 4: Targeting and Approaching Investors
Advisors profile suitable PE funds by size, sector, and risk appetite. They manage NDAs, staggered information release, and communication, presenting the borrower as organized and credible.
Stage 5: Term Sheet and Negotiation
Advisors help borrowers understand and compare term sheets, valuations, governance rights, covenants, and exit provisions. SBLCs or guarantees are integrated only when necessary to secure obligations.
Stage 6: Closing and Post-Investment Governance
Advisors coordinate legal and financial due diligence, timelines, and closing. Post-investment, they may act as virtual CFOs, ensuring reporting, covenants, and strategic decisions align with investor expectations.