As a facilitator, CourtneyVaughan provides the following services to assist its clients develop and expand businesses cross-border.

 e(3) Finance Window is a unit of CourtneyVaughan that screens out client's projects that are seeking cross-border financing.  CourtneyVaughan conducts preliminary reviews and evaluation of a project's concept paper, business plan, including financial and investment plans, and other documents for the sole purpose of determining whether the client's project is bankable, commercially viable and is ready to undergo further scrutiny and evaluation by financial institutions and equity investors.

Depending on the findings, CourtneyVaughan can represent the client to financial institutions, or offer technical assistance by repackaging the documents prior to representing the client before institutions.  The preparation work prior to introducing the client to financial institutions or investors normally includes some or all of the following activities, depending on the type and size of the project, geographic location, experience of sponsors, and comprehensiveness of the business plan provided by the client in Phase One:

Phase One: Preliminary Due Diligence Session                            (One-On-One Executive Session)                               

In Phase One, a preliminary due diligence session is held with the client's executive or project management team or individual representing the client.  The objective is to capture a comprehensive scope of the business and project that the client is seeking capital to start-up, expand, restructure or divest. This session is called: One-on-One Executive Session.  CourtneyVaughan's One-On-One Executive Session is broad in scope and aims to ensure that the client understands the relevance of the technical assistance that will be conducted through research, analytical and advisory work to present in a complete package for evaluation by financial institutions and investors.  The outcome of this session determines the next steps and the scope of work that is necessary to move forward.  The following areas are normally reviewed and discussed during the One-on-One Executive Session:

Phase Two - Part A: Feasibility                                                  (Intensive Review and Evaluation & Assessment)

Often times, the client fails to consider relevant information that is normally articulated through feasibility studies that are used as supporting documents for review by financial institutions and investors.  Negligence in providing information necessary for sound evaluation is often times considered a negative and will negatively impact the outcome of an evaluation conducted by financial institutions and investors. 

CourtneyVaughan reviews the following documents to help determine the thoroughness of feasibility documents presented by the client and to determine if the conclusions of the feasibility studies are considered in the business plan provided by the client.  Depending on the type of project, most of the following areas will be reviewed by CourtneyVaughan from documents provided by the client:

Phase Three: Preparation of Supporting Documents

CourtneyVaughan prepares the following to support clients business plans and to be used as supporting documents for evaluating the project by financial institutions and investors.

Phase Four: Representation before Financial Institutions and Investors

CourtneyVaughan provides the following to facilitate the process to successfully secure financing for its clients.