About PFX

PFX is the shared platform of an alliance of seasoned project finance intermediaries. They operate through PFX as Regional Managers (RM) and ensure that all listings are backed by the supporting documentation, contracts, permits, permissions and other essential information investors demand. Investors receive project finance opportunities matching their pre-set preferences in a consistent format. They are confident that the full supporting submission meets their due diligence, documentation and other requirements.

Project finance is no longer the exclusive domain of mega-$ infrastructure deals funded by global institutions, but now spans deal values <$10m to no upper limit, dominated by private capital investors. But experience over many years shows that capital-raisers are mostly unaware of the real project finance structure, where investment as debt and/or equity is predicated on the track record and financial stability of whoever is contracted to buy the output from the built project. In short, investment against revenues from a yet-to-be-built asset, for which only private capital funds have the flexibility to structure their financing. At the same time delivering the long-term, risk-mitigated returns their U/HNWI and other private capital investors seek.

Over the past two decades the market has grown and evolved into an overcrowded and opaque 120,000+ private capital funds managing and allocating $20.35tn of private capital (see Media Backgrounder for full stats) and thousands of capital-raising projects at any one time. Until now, because of the fragmentation that prevailed across the market, more projects have failed to identify an investor than succeed. PFX now fills the vital ‘information gap’ between projects and investors with a structured interface. It is the first step towards consolidating the market, which has the potential to unleash $trillions of private capital into thousands of viable and worthwhile projects across all sectors, worldwide.

Location

We are based in the UK with our Regional Managers, all seasoned project finance intermediaries, located in USA (Philadelphia, San Antonio, San Jose), London, Edinburgh, Dublin, Bahrain, Nairobi and Sydney. We seek more Regional Managers to cover Mid-East, Africa, LatAm, Canada and Asia Pacific. Please apply through the Contact zone providing website and a brief summary of your experience specific to project finance. PFX is focused exclusively on the unique project finance structure as opposed to M&A, VC or any other structure.

Duty of Care

Project Finance is a nascent, deeply liquid yet unregulated global capital market which has attracted many ‘advance fee’ fraudsters. PFX conducts due diligence on all investor registrations and declines applications where necessary. However, the more sophisticated perpetrators can only be exposed when they produce terms sheets and other documentation which raise the ‘red flags’ of which PFX and its Regional Managers are aware. Project principals should conduct their own due diligence on investors unless otherwise advised by PFX or its Regional Managers, and then only through previous experience of working with the investor concerned, or wider market awareness of their integrity.

Privacy

PFX is a closed, private capital market. No investor or project identifying information is ever released into the public domain.

Raising Project Finance

Project Principals: If you are raising finance please click the Submit Project tab above. You will be able to find a PFX Regional Manager (RM) for your region and the short Intake Form you complete will tell them what and where your project is, and how close to being submission-ready you are. They will provide you with a PFX Intake Form and the PFX Listings Worksheet, which guides you into producing a professional and compelling Elevator Pitch and Executive Summary. You will be provided with an Engagement Agreement with your RM, who will then assist where necessary in assembling your Full Deck and Project Plan.

Introducers: Please connect with an RM near you through the Submit Project tab above. They will provide you with an NCNDA and fee-share agreement. You can then present all your opportunities through the same RM no matter where they are in the world.

Intermediaries: If you can demonstrate at least three years proven experience as a project finance intermediary we are continuing to grow our alliance of (so far) 12 experienced intermediaries. We anticipate a ceiling of no more than 50. We operate as Regional Managers to our shared platform, PFX, through which we present our pre-qualified opportunities to our investor community. If you can introduce five ‘submission ready’ opportunities with a pipeline of deals in progress/preparation, and you can demonstrate a track record as a proven project finance intermediary we would welcome a conversation with you. Please use the Contact zone in the first instance.

Leadership
David Rose, Chairman

David’s 40+ year career has spanned telecoms, publishing/financial PR/marcoms, early-stage and growth financing leading to project financing since 2005. He has written comment, opinion and features in countless business and finance media worldwide including the FT, Indian Economic Times and Australian Financial Review. He specified the unique fintech that powers PFX and leads all strategy, marketing communications and the growing network of PFX Regional Managers. He has been semi-retired since 2016, when he started work on PFX in response to the challenges for capital-raisers and funders caused through the fragmentated and unstructured nature of the market.

Derek Hampton, COO

Derek’s experience in coding and development across finance, retail and logistics software automation brings a fresh perspective to FinTech. He played a key role in evolving a client validation tool that is now in use by hundreds of thousands of businesses worldwide and believes in deploying his coding skills into a positive and enjoyable user experience. He has built on David’s original site specifications and, with his dedicated team, has developed PFX to specifically meet the needs of the global project finance market, without diluting the functionality into other financing structures such as M&A, VC etc.

PFX Regional Managers

Currently, 12 seasoned professionals with some 250 years of corporate/project finance, banking and other relevant financial experience and qualifications between them. They ensure that the Elevator Pitch, Executive Summary, Full Deck and Project Plan are produced to the PFX fixed format and standard that meets the demands of any Head of Intake/Origination.