Methodology & Process - Affide Foundation

Methodological Rigor for Excellent Results

Our proprietary 8-phase methodology combines international best practices with continuous innovation. Each phase is designed to maximize efficiency, minimize risks and guarantee the creation of sustainable value for all stakeholders involved in the process.

Analysis & Due Diligence

Comprehensive ESG Assessment

Due Diligence & Assessment

In-depth analysis and initial assessment

We conduct a complete analysis of the client's needs, assessing available assets, corporate structure and financial optimization opportunities.

→ Financial due diligence
→ Legal & regulatory review
→ Asset valuation & analysis
→ Risk identification matrix

Strategic Planning

Strategic and financial design

We develop personalized financial strategies, identifying the best financing options and optimizing the capital structure.

→ Capital structure design
→ Financing options evaluation
→ Tax optimization strategies
→ Scenario & sensitivity analysis

Risk Analysis & Mitigation

Risk assessment and management

We identify and quantify all potential risks, developing mitigation strategies to guarantee stability and sustainability.

→ Credit risk assessment
→ Market risk analysis
→ Operational risk review
→ Hedging strategies design

Structuring & Documentation

Legal and contractual structuring

We design the optimal structure and prepare all the documentation legal necessary for the implementation of the financial solution.

→ Legal structure optimization
→ Contract drafting & negotiation
→ Security package design
→ Regulatory compliance check

Execution & Closing

Implementation and completion

We manage the execution of the operation coordinating all the parties involved to guarantee an efficient and seamless closing.

→ Transaction management
→ Stakeholder coordination
→ Conditions precedent fulfillment
→ Financial closing execution

Monitoring & Reporting

Continuous control and reporting

We constantly monitor financial performance and generated impact, providing detailed and timely reporting to all stakeholders.

→ Performance monitoring
→ Covenant compliance tracking
→ Impact measurement & reporting
→ Stakeholder communication

Portfolio Optimization

Optimization and scalability

We identify opportunities for optimization, refinancing and exit strategies to maximize value and replicate success on new projects.

→ Refinancing opportunities
→ Portfolio rebalancing
→ Exit strategy planning
→ Process scalability

Core Principles of Our Methodology

Precision & Rigor

Data-driven analysis with meticulous attention to regulatory compliance, financial accuracy, and ESG impact measurement at every stage of our process.

Full Transparency

Complete visibility through real-time reporting, stakeholder communication protocols, and comprehensive documentation of all financial and impact metrics.

Speed & Efficiency

Optimized processes that reduce time-to-market while maintaining the highest quality standards and maximizing resource allocation effectiveness.

Adaptive Innovation

Continuous methodology refinement responding to evolving market conditions, regulatory frameworks, and emerging sustainable finance instruments.

The Results of Our Method

Average days
for closing

98%

Success rate
operations

25%

Cost reduction
structuring

100%

Regulatory
compliance

Experience the Difference of Our Method

Discover how our rigorous methodology can transform financial complexity into sustainable growth opportunities

Case Studies Let's Start