Toolkit
Free working files built from public standards, with fictional sample data. Download and use them.
ESDD screening checklist
Exclusion, categorisation and due diligence triggers for a single deal, on IFC and EBRD standards.
XLSX PDFPCAF data request and cover email
The fields to ask borrowers for, and the email that gets them answered.
XLSX PDFCBAM exposure worksheet
Four fields that screen a borrower's CBAM exposure.
XLSXDFI eligibility screener
A structured prompt that checks a project against a green credit line's eligibility criteria.
PDFConditions precedent tracker
Each condition, its evidence, owner and status, until the first drawdown.
XLSXRulebook tracker
Sustainability deadlines from the regulators, as a calendar.
PDF
Files in English and Arabic. They hold no client data.