Climate Tech Finance Financial Consultant Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
This RFP seeks a vendor to provide climate tech finance financial consultant services aimed at supporting government-led initiatives in California. The selected consultant will handle ongoing deal sourcing, deal development, and project management of loan guarantees, with responsibilities including the evaluation of business plans, identification of financial gaps, and recommendations to strengthen the business case for financing.
Key tasks will include documenting audit findings and recommended actions, conducting financial eligibility screening (such as assessing profitability, prior funding, and readiness for commercialization), and reviewing key financial documents like balance sheets, income statements, tax returns, and fund projections. The consultant will also assess project viability, advise on appropriate financing packages, and help prioritize projects with the greatest likelihood of securing funding.
Additionally, the consultant will be responsible for creating and maintaining secure online data rooms for applicants to share sensitive financial due diligence and proprietary technical information.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.