Your mission is our mission.
Leadership & Guidance for Capital Investments
For many organizations, a capital project can be a once in a generation opportunity to expand capacity and amplify impact. A capital project can also represent a leap into the world of real estate development, financial stress, and a distraction from core mission activities.
By bundling our expertise in finance, design, construction, real estate development and community development, our services extend beyond those offered by a typical owner’s rep.
Cap Ex Protects Your Financial Interests
At the earliest stages, we determine whether a project is financially feasible. Risks are minimized and budgets are maximized.
We ask tough questions to produce a clear picture of project finances. What are the terms and conditions of loans, grants, tax credits, and other financing sources? What contingencies should be carried to manage risks? Will anticipated costs remain the same over the years it may take to complete a project? Is there ongoing financial risk after completion? Can a project meet future needs, or will additional investments be required?
For clients developing a capital project, we build robust financial models to forecast project risks and prepare clients to approach banks, community development financial institutions, investors and grant sources. We guide decision-making during design to align with available resources and monitor expenses and cash flow as a project progresses.
For mission-oriented funders, we develop metrics and procedures to guide investment according to an organization’s goals. As construction monitor, our team assesses plans and costs and tracks construction progress to protect investments.
Cap Ex Bridges the Communication Gap
We translate the goals of your organization and triage the demands of external parties.
By acting as a conduit for communication, we streamline the flow of information and reduce extraneous noise.
For organizations developing a capital project, we translate the needs of the project team, lenders, regulatory agencies and others to help clients make time-sensitive, strategic decisions. This clear communication helps to avoid delays and ensures that funds are used efficiently.
For all clients, we facilitate discussions and communicate outcomes to boards, funders, public officials, community interests, and other stakeholders.
Cap Ex Provides Expert Guidance
We provide bandwidth and expertise to reduce the uncertainty that comes with capital investments.
Most businesses and nonprofits develop only a few capital projects in the life of their organizations. Many do not have the time or expertise to hire and manage architects, engineers, contractors, lenders, attorneys, specialty consultants, etc. Nor do they have experience managing large capital budgets, developing realistic timelines, anticipating issues during construction, or preserving flexibility via alternates, phasing, and scenario planning.
Without this knowledge, clients are vulnerable. Cap Ex brings this diverse knowledge to bolster the capacity of organizations undertaking and financing capital projects.
