There are many tools and tactics used in the recruitment of financing partners. Two of the most common deliverables created by SFA are the Community Information Packet (Public Clients) and the Investor Information Packet (Private Clients).
Community Information Packet
The Community Information Packet is the public version of the IIP. The report includes the same topics as a feasibility report, but is created for members of the community (as opposed to traditional lending institutions) and brings a level of excitement to the project that the feasibility report does not. It functions more like a marketing document than a strictly data-driven study. Unlike the IIP, it focuses on community impact (access, health, social, economic impact, etc.) as opposed to the ROI.
The CIP generates interest and support from the community in ways that a financial document or purely data-driven study cannot. It is intended to create interest in the power of sport to make a meaningful impact on the lives of the people in the communities we serve well beyond the dollars and cents of the project.
Investor Information Packet
Primarily for the private-sector (for public , the Investor Information Packet (IIP) provides clients with an easily digestible analysis of project feasibility based on SFA’s vast experience in determining the feasibility of youth and amateur sports, recreation, wellness, and entertainment facilities. The report includes the same topics as a feasibility report, but is created for consumption by equity investors (as opposed to traditional lending institutions) and brings a level of excitement to the project that the feasibility report does not. It functions more like a marketing document than a strictly data-driven study.
The IIP is the most frequently used document by clients seeking private equity investors. The report explains the reasons the facility is an investible opportunity based on the market opportunity, the industry, and the projected financial performance of the facility.
CAPITAL FUNDING SOURCES & PRESENTATIONS
In this step, SFA will be available to work directly with funding advisors and sources. This will include updating financials and running a variety of models as the facility development costs, strategic partnerships, use agreements, tenant agreements, and funding opportunities develop or are altered to meet financing requirements.
SFA’s full-time in-house brand and graphic design team can also be engaged to produce world class presentations for public meetings, financing sources, and other audiences. SFA presentation services include use of a variety of nationally validated research documents, financial performance from other comparable facilities, and other content that has been proven in presentations to state, local, bond council, and other audiences.
These presentations will include preparation and production of bound copies of financial forecasts, market research documents, investor/lender information packets, etc. As needed, SFA will also supply a fact-based presentation of financial and economic impact forecasts and comparable facility examples, as well as insights and examples from the funding of similar projects to ensure the financing structure benefits the Client’s project. SFA leverages our vast network of industry connections to make introductions to qualified funding sources and assist in presenting the materials.
Lenders & investors need to feel confident in the information you’re presenting. Impressions count. Everything from attire to tone, design to story-telling, to operating plan and project team are part of the presentation. SFA understands how to position, discuss, and negotiate with funding sources – and has the relationships to make personal introductions to them.
The SFA sports facility project finance-ability report assess the risk factors and foundations of project financing. This report addresses each of the key factors to successful project finance and outlines recommendations to improve the likelihood of successful project financing.
For public projects or those seeking public private partnerships, this report addresses the political, social, and other elements needed to gain public support. For private client’s these reports address initial equity, strategic advantages, opportunities for contractually obligated revenue, and other critical aspects to private sector facility financing.
PUBLIC PROJECT FUNDING SUPPORT
Funding for public projects requires preparation, professionalism, sound strategy, and political and social good will towards the project. SFA joins forces with public officials to present projects that have been evaluated and deemed feasible and financeable. In our capacity as project experts, SFA presents financial forecasts, explains project elements, shares research findings, and provides the third-party overview of industry and other statistics that are often important to satisfying citizen and other stakeholders. This phase of our work often includes engagement sessions with local user groups, presentations during public meetings, workshop meetings with council or decision making bodies, and other support for projects requiring public funding for new sport or recreation developments.
Keys to successful public projects:
- Conservative and realistic financial forecasting
- Proven case studies from similar projects
- Engagement with local businesses, schools, user groups, and other stakeholders
- Listening to and addressing citizen concerns
- Touring existing facilities to provide public officials with a bricks and mortar experience
- References to other municipal clients
The SFA Difference