When it comes to presenting your project to potential financiers, organization is everything. While this template isn’t a one-size-fits-all solution, it provides a robust starting point. By ensuring that every folder contains the relevant information for your specific project or portfolio, you’ll be in a much better position to streamline the financing process, reduce delays, and improve the chances of success. 

Our template is designed with simplicity and clarity in mind, breaking down your project’s data into clearly labeled folders and subfolders. Each section reflects the key diligence items lenders expect to see, helping you present your project as a polished, professional opportunity.