Send us your project documents
Three ways to get them to the firm. Use whichever is easiest.
Your documents have been received
A person at the firm reads them and replies in writing within 3 business days.
Email your documents
Attach what you have and send it to the firm's intake address.
- Put the company and the project name in the subject line
- Attach the documents, or a link the firm can open
- Say who the firm should reply to, if it is not you
No confidentiality agreement is in place at this point. If your documents are confidential, ask for the firm's agreement first and send them once it is accepted.
Sending documents does not create an advisory, investment, mandate or funding relationship, and does not guarantee acceptance or access to capital.
Your request has been received
A person at the firm replies in writing with how the connection is set up for your system.
Seven questions, before the call
These are optional, and each takes one tap. If you upload documents on this page, your answers are sent with them.
What to send
Send what you have. These are the documents the firm asks for after the first call.
Corporate and ownership
- Certificate of incorporation or company registration documents
- Shareholding structure and organisational chart
- Details of the ultimate beneficial owners
- Board and governance structure
- CVs of the sponsor, the management team and key personnel
Commercial and project
- Business plan or project overview
- Executive summary
- Investor teaser and pitch deck
- Information memorandum, if one exists
- Market study, market analysis or commercial assessment
- Customer, offtake, supply or other commercial agreements
- Letters of intent, expressions of interest or evidence of pre-sales
- Revenue model and commercial assumptions
Financial
- Financial model
- Historical financial statements
- Management accounts
- Sources and uses of funds
- Capital requirement summary
- Previous valuation reports, where they exist
Legal, regulatory and asset
- Title documents, concessions, licences or other evidence of asset ownership
- Permits, approvals and regulatory authorisations
- Material contracts
- Disclosure of any litigation or claims
Technical
- Technical reports
- Feasibility studies
- Engineering reports
- Environmental studies
- ESG or sustainability documentation
- The structure of any existing data room
And by sector, where it applies
Mining
- Resource and reserve statements
- Technical reports under JORC, NI 43-101 or the SEC's S-K 1300
- Competent person reports
- Metallurgical test work
- Mine plans
- Processing studies
- Environmental and social impact assessments
Oil and gas
- Reserve reports, including under NI 51-101 or the SEC's oil and gas rules
- Competent person reports
- Production history
- Development plans
- Offtake agreements
- Transportation agreements
Renewable energy
- Site control agreements and land leases
- Grid interconnection studies
- Permits and approvals
- Power purchase agreements
- Merchant price analysis
- Resource studies: solar, wind, hydro or other
- EPC documentation, if available
Infrastructure
- Concession agreements
- Site control documentation
- Technical and engineering studies
- Traffic studies, demand forecasts or utilisation assessments
- Revenue and tariff models
- Government agreements or approvals
Real estate and hospitality
- Title documents
- Zoning information
- Development approvals and entitlements
- Master plan
- Feasibility study and market study
- Operator status and discussions
- Construction budget and development schedule
Technology, AI and software
- A product demonstration or minimum viable product
- Product overview and technology architecture
- Evidence of intellectual property ownership
- Customer list
- Annual and monthly recurring revenue
- Customer retention, unit economics and growth metrics
- Sales pipeline
Manufacturing and industrial
- Site information
- Feedstock or raw material supply information
- Process flow diagrams and technical design documents
- Capital expenditure estimates
- Production capacity and throughput assumptions
- Supply, sales and distribution agreements
- Operating budget
What happens next
-
Step 1
A person reads it
What you send joins the firm's review queue.
-
Step 2
You get a written reply
Within 3 business days: an invitation to the assessment, a referral to a director, or a decline.
-
Step 3
We talk
A 20-minute discovery call, complimentary.
Questions about sending documents
Is what I send covered by a confidentiality agreement?
Not at this point. No agreement is in place when you send documents through this page. If they are confidential, ask for the firm's confidentiality agreement first and send them once it is accepted.
What happens to what I send?
It is read by Projects RH to review the project and to contact you, and it is handled under the privacy policy.
Does sending documents commit me to anything?
No. It does not create an advisory, investment, mandate or funding relationship, and it does not guarantee acceptance or access to capital. There is no fee at this stage.
Which files can I upload?
PDF, Word, Excel, PowerPoint, CSV, text, PNG or JPEG. Up to 10 files at a time, 25 MB each. For anything larger, email the firm or ask for a connection.
Should I book the call or send documents first?
Whichever suits you. The 20-minute discovery call is complimentary.
Start with twenty minutes.
The discovery call is complimentary, and there is nothing to prepare.