Investment concept template

The investment concept is a document which translates an investment project idea into financial language in order to mobilise financing for its realisation.

The purpose of an investment concept is to:

  • To provide investors and financial institutions with the information necessary to assess an investment project in a simple and fast manner

  • To transform climate and energy plans into sound investment packages and thus, facilitate the access to funding for municipalities/local authorities 

An investment concept template is provided to support applicants (download here)

 

 

What is an Investment Concept?

The Investment Concept (IC) is a document, which translates an investment project idea into financial language in order to mobilise financing for its realisation.

 

PURPOSE

The purpose of the Investment Concept  is

  • to provide investors and financial institutions with the information necessary to assess an investment project in a simple and fast manner

  • to transform climate and energy plans into sound investment packages and thus, facilitate the access to funding for municipalities / local authorities

 

STRUCTURE

An investment concept contains the following elements:

  • Description of planned investment project
  • Promoter(s) and (local) stakeholders
  • Legal analysis
  • Economic and financial analysis
  • Investment Roadmap

 

The summary of the planned investment, e.g. "teaser" contains the key information on the investment project:

  • Total investment planned
  • Funding sources
  • Location of the planned investment
  • Municipality/local authority or grouping
  • Sector(s) targeted
  • Overview and objectives of investment
  • Estimated costs and revenues
  • Economic viability
  • Expected impacts

 

CONTENT

An investment concept should provide the following information:

1. Description of planned investmen project

  • Objectives
  • Project background, context and rationale
  • Description of the project
  • Market analysis and barriers
  • Summary of expected impacts
  • Replication and/or upscaling potential
  • Summary of investment component(s)

2. Promoter(s) and (local) stakeholders

  • Overview of project promoter(s)
  • Ownership of assets and management structure;
  • Risk profile of project promoter(s);
  • (Local) stakeholder analysis.

3. Legal analysis

  • Legal requirements applicable to the planned investment;
  • Possible legal/ regulatory incentives;
  • Possible legal/ regulatory obstacles;
  • Preparatory studies and assessments conducted for the investment project

4. Economic and Financial analysis

  • Estimated costs and revenues for the investment project;
  • Economic viability;
  • Risk and mitigation measures;
  • Envisaged financing approach and funding sources.

5. Investment Roadmap

  • Technical assistance activities;
  • Work plan.

ANNEXES

A set of supporting documents complements the main part of the investment concept. Download the set of supporting documents under Full Application here.

 

How to get there?

The European City Facility provides support to its beneficiaries for developing their investment concepts:

  • Financial support in the form of a EUR 60 000 grant for activities required for the development of the investment concept
  • Technical support from the respective Country Expert and from the EUCF team, through the EUCF Helpdesk
  • Capacity building opportunities through regional events for municipalities and local authorities
  • Standard tools and documents, such as templates, to facilitate the development of the investment concept

EUCF beneficiaries shall develop the investment concept within 12 months from grant agreement signature.

Find out how to apply