Resources
Preparation checklists & guides
Practical, branded resources to help you prepare a transaction properly before it reaches any capital source. Enter your details to download a copy.
Business Funding Readiness Scorecard
Score ten areas of preparation to see how ready your business is for a structured funding assessment — and where to focus first.
For: Owners, directors and finance teams
Core Due Diligence Data Room Checklist
Organise the corporate, financial, commercial, legal, security and model information normally needed to understand a commercial transaction.
For: Businesses preparing for debt, equity, acquisition or project discussions
Financial Model Readiness Checklist
Check the structure, integrity, assumptions, funding mechanics and scenarios that make a financial model reviewable and finance-ready.
For: Finance directors, founders, project sponsors and advisers
Property Development Finance Information Checklist
The sponsor, planning, cost, valuation, procurement, funding and exit information typically needed for a development finance proposal.
For: Developers, landowners and professional property advisers
Acquisition Finance Information Checklist
The transaction, sources-and-uses, target financials, diligence, integration and model information buyers should prepare for acquisition funding.
For: Buyers, management teams, shareholders and M&A advisers
What to Expect: Charter HCP's Funding Process
A plain-English guide to the structured route from initial assessment through due diligence to selected introductions and transaction support.
For: Prospective business clients and professional advisers
Introducer Opportunity Submission Template
A concise template for professional introducers to present a client's debt, equity or project opportunity accurately for initial assessment.
For: Accountants, lawyers, brokers, consultants and professional referrers