Climate Tech Finance Financial Consultant Services

The vendor is required to provide financial development support services for the climate tech finance (CTF) program including ongoing deal sourcing, deal development, and project management of CTF loan guarantees.
- Financial development, analysis and opportunity identification
• Provide financial development support services for air district’s CTF program by accelerating access to capital or financial support to developers and adopters of technologies that reduce greenhouse gases (applicant).
• Tasks include, but are not limited to:
o Working with the air district’s CTF team for ongoing deal sourcing, deal development and strategic structuring, and project management of CTF loan guarantees.
o Conducting tasks such as financial eligibility screening, support of pre-qualification, lender and corporation matching and other as needed tasks.
- Financial structuring and advisory
• Evaluating the business plan, identifying financial gaps, and recommending solutions to improve the business case for financing.
• Documenting key findings from financial reviews and recommended actions in a standardized format agreed upon in collaboration with the air district.
• Conducting financial eligibility screening including assessment of pathway to profitability, prior funding, and commercialization readiness.
• Maintaining records of all company interactions and status updates.
- Technical assistance
• Reviewing financial documents, such as balance sheets, income statements, tax returns and projected sources and uses of funds.
• Assessing the profitability and viability of the business and advice on the suitability of the financing package.
• Identifying and presenting shovel-ready* projects to financial institutions and CTF to shorten the time between introduction and loan execution.
• Identifying and prioritizing efforts on projects more likely to advance financing.
• Providing effective customer service and advisory to applicants throughout the intake and financial review process.
• This includes identifying financial gaps and offering clear guidance to ensure applicants meet the specific standards required for a bankable loan guarantee.
• Reviewing, drafting, and executing non-disclosure agreements (NDAS/MNDAS) with applicants upon request to ensure formal legal protection.
• Creating and maintaining secure online data rooms for applicants to share sensitive financial due diligence and proprietary technical information.
• Safeguarding applicant financial records, proprietary technology details, and personally identifiable information (PII) to ensure strict confidentiality of all sensitive information throughout the engagement.