SELL-SIDE CLIENT ONBOARDING PROCEDURE
CORPORATE PROCEDURE & ENGAGEMENT
PROTOCOL
This document outlines the standard protocol for client engagement with Greenstone. Adherence is required to ensure efficient and successful transaction outcomes.
ENGAGEMENT PROTOCOL
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1
Formal Inquiry: Initiate an engagement by submitting a formal inquiry via our Contact us · FAQ
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2
Proposal & Term Sheet: Subject to a satisfactory preliminary review, Greenstone will issue a non-binding Term Sheet detailing the proposed structure, fees, and material conditions for the transaction.
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3
Activation & Retainer: Upon execution of the Term Sheet and receipt of the specified retainer, the engagement becomes active and we commence formal underwriting and capital matching.
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4
Closing & Disbursement: Upon successful funding of the transaction, net proceeds are disbursed to the client’s designated account, less all agreed-upon fees and participations as stipulated in the executed agreement.
CLIENT OBLIGATIONS & BEST PRACTICES
REQUIRED PRACTICES
- Provide complete and accurate documentation.
- Allocate sufficient budget for all stipulated fees.
- Ensure timely responses to all diligence requests.
PROHIBITED ACTIONS
- Submitting incomplete or misleading data.
- Materially altering the deal structure post-engagement.
- Failing to demonstrate financial commitment.
TRANSACTION TIMELINES
TRADE FINANCE
Estimated 3–6 weeks
Includes validation, structuring, and disbursement contingent upon the trade cycle.
PROJECT FINANCE
Estimated 2–6+ months
Includes feasibility, due diligence, structuring, and investor placement.
Disclaimer: Timelines are estimates and non-binding. Final timelines depend on client compliance and market conditions, and are governed by the executed Term Sheet.