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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.

Funding Readiness

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

Due Diligence

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

Funding Readiness

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 Finance

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

Acquisitions

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

Process

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

Introducers

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

These resources are general information for businesses and professional advisers and do not constitute legal, tax, accounting, investment, regulatory or financial advice, or an offer. Charter HCP Limited is not authorised under FSMA to carry on regulated activities and does not guarantee that funding or investment will be available.
CharterHCP

Corporate finance advisory, transaction support, due diligence and capital introduction for businesses and professional counterparties.

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Contact

  • Level 3, 75 King William Street, London EC4N 7BE
  • +44 (0)20 3603 3260
  • info@charterhcp.com

Charter HCP Limited provides corporate finance consultancy, transaction support, due diligence and introductions in relation to unregulated business transactions. Charter HCP does not provide regulated financial, investment, mortgage or consumer-credit advice. Funding is subject to assessment, due diligence, valuation, credit approval and contract. No funding outcome is guaranteed.

Charter HCP is a separate business from Charter Lending (chcplending.com) and other group companies, each with distinct legal and regulatory responsibilities.

We may receive commissions that vary depending on the lender, product, or other permissible factors. The nature of any commission arrangement will be disclosed to you before you proceed.

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Business Funding Readiness Scorecard

Enter your details to download the branded PDF. We may follow up with tailored advice.

Get your branded PDF report

Enter your details to download a branded copy of these results. We may follow up with tailored advice.

Indicative guidance only — not a valuation, quote, offer, credit decision or advice. Charter HCP is an unregulated corporate finance adviser for business-purpose transactions and does not guarantee funding.