Investment case & funding needs
Project positioning, business-plan assumptions, capital requirements and financing scenarios, aligned with development milestones.
CONNECT PROJECTS WITH CAPITAL
Investment & fundraising
Define the investment case, prepare funding materials and identify potential investors and financial partners for marinas, yacht clubs and waterfront developments.
THE DECISION BEHIND THE SCOPE
Start with the right questions.
A credible project needs a clear investment proposition and the right financial partners. We help project owners explain the opportunity, establish their funding needs and organise the search for investors. For investors, we bring marina market and operating expertise to the assessment of opportunities.
Discuss this scopeWHAT THE WORK COVERS
The scope at a glance.
Investor materials & partner search
A concise investment presentation, supporting information and a targeted search for investors, lenders or strategic partners.
Introductions & discussion support
Qualified introductions, meeting preparation and coordination of information requests with the owner and appointed advisers.
METHOD & DELIVERABLES
How the work
takes shape.
Connect the project’s commercial and operational foundations with the expectations of potential financial partners. The mandate can cover preparation of the investment case, partner identification and support throughout the discussions, working alongside the client’s financial, legal and technical advisers.
Explore the workstreams and typical outputs below. The deliverables and review milestones are agreed around your priorities, available information and project stage.
Investment strategy & financing needs
Clarify the project stage, ownership objectives and use of funds. Review available market evidence, revenue assumptions and capital and operating requirements. Compare funding scenarios and development phases so the owner can explain how much capital is needed, when it is needed and what it will support.
Typical outputs
- Investment objectives and use-of-funds brief
- Funding requirements and phasing
- Business-plan assumptions and scenario summary
Investment presentation & information readiness
Turn the business case into a clear proposition for prospective partners. Prepare the project narrative, investment presentation and supporting information. Identify gaps in the documentation and organise the information needed for initial discussions and subsequent review.
Typical outputs
- Project teaser and investor presentation
- Supporting information and data-room checklist
- Key assumptions, risks and open questions
Investor search & targeted introductions
Identify potential financial and strategic partners by investment focus, geography, project stage and funding requirements. Prioritise the most relevant contacts, agree the approach with the owner and organise introductions using the approved project materials.
Typical outputs
- Target investor and financial-partner shortlist
- Contact priorities and approach plan
- Introduction and meeting tracker
Investor discussions & review coordination
Prepare meetings, consolidate feedback and coordinate requests for market, commercial and operational information. Support comparison of partner proposals and follow-up actions, while the client and its appointed advisers lead financial structuring, legal documentation and transaction decisions.
Typical outputs
- Meeting briefs and questions-and-answers log
- Partner-proposal comparison and outstanding issues
- Information-request tracker and next-step roadmap
WHO THIS SUPPORTS
Built around your role.
Before we begin.
Who is this service for?
Project owners seeking development, acquisition or expansion funding, and investors assessing marina, yacht club or waterfront opportunities. The work is tailored to the project stage and the client’s role.
How does this complement a feasibility study?
Feasibility establishes the market and operating case. Investment and fundraising support translates that evidence into a funding proposition, investor materials and a structured approach to prospective financial partners.
What does the fundraising mandate cover?
We agree the target partners, materials, introductions and follow-up responsibilities before approaching the market. Confidential information is shared with the client’s approval. Funding decisions and terms remain subject to the parties’ assessment and agreement.
CONNECTED EXPERTISE
The next pieces of the project.
Marina feasibility studies & business planning
Assess demand, define the right berth mix and connect the marina concept to a clear operating and revenue model.
Explore this scopeWaterfront destination development strategy
Connect marinas, retail, wellness, longevity and beach clubs through waterfront destination planning, commercial strategy and operating models.
Explore this scopeMarina operator strategy & selection
Define how the marina should be operated and create a structured basis for selecting the organisation responsible for delivery.
Explore this scopeLET’S BUILD WHAT COMES NEXT
Let’s define the right scope.
Start with your priorities, the evidence available and the decisions ahead.