Investment rationale
The purpose, expected cash flows, ownership rights and downside need a coherent explanation.
Investment Discipline
Proprietary Investments
Deploying a firm's own capital only where the economics and responsibilities are understood.
Understanding The Mandate
What is the investment thesis, and what could lead it to fail?
Principal Investments
A principal investment commits the investor's own funds and makes that investor accountable for the result. The relevant questions go beyond an asset's apparent market value to include the business plan, governance, financing obligations and ways the position could be impaired.
AFII's origin in proprietary investments informs an approach centred on identifiable assets and considered risk. Whether an opportunity involves a completed operating business or an early-stage asset, its financial case must be distinguished from aspirational development assumptions.
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.
Capital at risk
Debt recourse, additional equity calls and contingent commitments should be considered alongside the original purchase.
Governance
The ability to monitor the investment and influence material decisions may matter as much as the entry valuation.
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 RequirementFrom The Published Directory
All Transactions Related Published References.
Renewable EnergyWind Project
Counterparty not published
Housing & Urban DevelopmentResidential Apartments
Counterparty not published
Renewable EnergyEnergy Platform Securitization
Counterparty not published
Renewable EnergyRenewables Refinancing Vehicle
Counterparty not published
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.