Define the investment perimeter
Eligible assets, geographic limits, sector exposure and concentration rules should be explicit.
Platform Design
Investment Vehicles & Fund Structures
Selecting a suitable ownership and governance model for a portfolio thesis.
Understanding The Mandate
What exact assets or investment rights would the vehicle hold, and who would govern it?
Asset Management & Investment Platforms
A collection of attractive projects does not automatically make a viable investment platform. Investors need to understand the investment mandate, the legal vehicle, the governance of asset selection and the route through which earnings and capital are distributed.
AFII considers vehicles and partnership structures in the context of the underlying assets and proposed investors. Any discussion of a fund, trust or investment programme is exploratory unless the necessary formation, compliance and management arrangements have been independently established.
The Issues That MatterWhat The Structure
What The Structure
Needs To Address.
Each mandate needs a different balance of structure, commercial judgement and execution. These themes explain the practical issues that usually shape the work.
Set governance and reporting expectations
Investor rights, valuation methodology, conflicts of interest and reporting need to be consistent with the vehicle's legal form.
Plan liquidity and the exit
Infrastructure assets may be illiquid; the funding structure must not promise withdrawals that the assets cannot reasonably support.
A Practical PerspectiveWork From The
Work From The
Underlying Facts.
Nothing replaces the review of contracts, financial information and the particular circumstances of the borrower, project or investment. Each engagement remains specific to the transaction, counterparties and jurisdiction involved.
Discuss This RequirementWhere This Work Applies
Connected Industries.
From The Published Directory
All Transactions Related Published References.
Renewable EnergyWind Project
Counterparty not published
Renewable EnergyEnergy Platform Securitization
Counterparty not published
Renewable EnergyRenewables Refinancing Vehicle
Counterparty not published
FinanceCrowdfunding Refinance Platform
Germany
References are drawn from AFII’s published transaction directory. Some entries describe historical, proposed or confidential assignments; inclusion does not establish that every project reached financial close. Photographs are editorial illustrations, not authenticated project images.
Start With The MandateTell Us About The
Tell Us About The
Business Behind It.
Whether the discussion concerns a project, operating company or investment structure, we begin with what the business needs to achieve and what information is available.