Project Bankability Assessment Agent
The Project Bankability Assessment Agent screens early-stage infrastructure and energy projects against what lenders need to see: offtake, land rights, grid access, environmental authorisation, permits, revenue risk, contractor strength, structure, B-BBEE and government support. It produces a bankability scorecard with the evidence behind each rating and a project preparation plan that closes the gaps, ready for sponsors, DFIs and project preparation funds to consider.
Ideal forProject sponsors
The difference
From 10-15 working days per project to 2-4 working days
Your origination and preparation teams can screen more projects and focus their effort on the ones that can reach financial close.
Done by hand
10-15 working days per project
With the Vanine agent
2-4 working days
Time returned to your team
75%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Fewer projects stall late
Too many SA projects reach lender due diligence with an unsigned offtake, unsecured land or no grid capacity. The agent surfaces these gaps at the start, when they are cheaper to fix.
A common language with funders
DFIs and project preparation funds such as DBSA project preparation and the Infrastructure Fund with Infrastructure South Africa assess projects on similar criteria. A structured scorecard shows funders you understand their questions before they ask.
Preparation money spent where it counts
The project preparation plan ranks the work still needed, from environmental authorisation to grid studies, so sponsors and preparation funders direct scarce development capital to the items that unlock bankability.
Capabilities
Find the gaps that stop your project reaching financial close, early.
Built for project sponsors and developers, DFI and bank origination teams, project preparation funds and infrastructure advisers working on South African energy and infrastructure projects.
Offtake and revenue review
Assesses the offtake position, whether a PPA, concession, availability payment or merchant exposure, and flags revenue and demand risk that lenders will not accept.
Land, grid and approvals check
Checks land rights and leases, grid access and capacity, environmental authorisation under NEMA, water use licences and other permits against the project timeline.
Contractor and structure assessment
Reviews EPC and O&M contractor strength, the proposed contract structure and the sponsor equity position against typical lender requirements.
B-BBEE and economic development
Tests the B-BBEE ownership, economic development and community commitments against what IPP and PPP programmes and funders expect.
Government support review
Identifies where the project relies on government support such as guarantees, grants or Treasury approvals, and what evidence of that support exists.
Scorecard and preparation plan
Produces a bankability scorecard with evidence for each rating and a sequenced project preparation plan with the studies, approvals and agreements still needed.
How it works
From your systems to a result you sign off
Your investment committee or funding team reviews the scorecard and decides whether to support, fund or decline the project.
Connect the places your project documents already live.
Feasibility studies, draft agreements, permits, grid correspondence and sponsor information from SharePoint or the project data room. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- SharePoint project data rooms
- Excel scorecards and project preparation plans
Runs on request in Teams, Copilot Studio or OpenAI Frontier, using the models your organisation approves.
A bankability scorecard in Excel and a project preparation plan in Word, with each finding linked to its source.
Step by step
- 01
A new project arrives and its documents are loaded to the data room.
- 02
The agent reads the documents and maps what exists against each bankability criterion.
- 03
It rates each criterion with evidence and flags the gaps.
- 04
It drafts the scorecard and a sequenced project preparation plan.
- 05
Your deal team reviews the findings and the investment committee makes the funding decision.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Is the offtake agreement bankable?"
- project
- Wind farm, Northern Cape
- stage
- Pre-financing
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your project documents never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your project documents stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your project documents. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR PROJECT DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
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