A Capital Opportunity Scan starts with a real financing objective and tests which capital routes may fit the obligation, asset, timing, credit, and business constraints. It produces a decision-ready comparison, not a generic market overview and not a commitment from a capital provider.
When is a scan useful?
- A developer has a tenant, offtaker, customer, or public user and wants to know whether the obligation can reduce project equity.
- An owner is negotiating a lease, work letter, build-to-suit, expansion, or contract that will affect financing.
- A company has already funded equipment, TI, technology, facilities, or other CapEx and wants to review liquidity or tenor options.
- A Treasury team is planning an internal project, subsidiary, JV, equipment program, or recurring rollout and wants to preserve cash or capacity.
- A team has received one financing proposal and wants to know which other routes deserve comparison.
What information starts the review?
The first pass can begin with public information and a concise description. Better precision comes from project and company materials provided through an appropriate private channel after scope and handling are agreed.
- Business objective
- Reduce equity, preserve liquidity, recapture invested capital, match tenor, ring-fence risk, or improve execution certainty.
- Project or asset
- Budget, location, use, equipment, improvements, schedule, useful life, ownership, and operating purpose.
- Credit and contract
- Legal obligor, guarantor, lease, offtake, service, purchase, or other payment obligation and current status.
- Current capital
- Equity, debt, cash, vendor finance, liens, consents, maturity, prepayment, and any proposal already received.
What decisions should it support?
| Decision area | Useful output |
|---|---|
| Best-fit routes | A short comparison of the structures that fit the facts and the reason each remains in or drops out. |
| Indicative opportunity | A range or sizing logic with the assumptions that most affect it, where available information supports one. |
| Economic tradeoffs | Effects on equity, liquidity, tenor, amortization, flexibility, collateral, control, capacity, and execution risk. |
| Transaction requirements | The contracts, schedules, consents, credit support, or structural changes needed to advance. |
| Next action | The most useful provider, specialist, counterparty, document, or internal decision to pursue next. |
What a scan is not
It is not a lender commitment, term sheet, fairness opinion, accounting conclusion, tax opinion, legal opinion, securities offering, brokerage service, or promise of a particular rate, amount, or balance-sheet result. A scan is designed to improve the capital decision and prepare the opportunity for the qualified providers and specialists required for execution.
How the focus changes by client
For developers, owners, and sponsors
The Project Credit Scan focuses on how tenant, offtaker, customer, user, or public-sector credit may support the project; which costs remain sponsor risk; and what contract or structure changes could improve the route.
For investment-grade and creditworthy companies
The IG Capital Efficiency Scan focuses on existing assets and forward CapEx: equipment, TI, facilities, technology, project entities, recurring programs, tenor, liquidity, ring-fencing, and access to private or insurance credit.
What should you send first?
A company or project name, the decision being considered, rough timing, expected size, known counterparty, and relevant public links are enough to start. Do not send confidential documents or sensitive materials through the public form. If private information is needed, CFO Signals will define the appropriate next step.
A good scan may identify a credible route, show that the current route is already sensible, or reveal a blocker that should be resolved before more time is spent. A clear no can be as valuable as a forced financing story.