Anonymous overview
Review type, region, scale, stage and required role only.
PROCESS
The better the fit, the deeper the disclosure.
We begin with an anonymized overview, confirm fit, then move to detailed data and decision-maker meetings after NDA and role / fee terms are agreed.
Requirements
Clarify investment size, equipment/EPC scope, timetable and decision structure.
Fit assessment
Determine whether the match has technical, project and transaction value.
NDA · role · fee
Agree confidentiality, SR role, disclosure scope and commercial conditions.
Detailed disclosure
Release project and company information in stages under protection.
Decision-maker meeting
Move beyond working-level contacts to actual decision-makers.
DD · proposal
Conduct site, technical, legal and financial review and submit terms.
Contract · execution
Confirm roles and transaction structure contractually and execute.
DOCUMENTS
Core documents by stage
01Anonymous Teaser / Requirement
02NDA / NCNDA
03Role & Fee Agreement
04Data Room / DD Materials
05LOI / Term Sheet / Proposal
06Definitive Agreement