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  1. Home
  2. Financing
  3. Funding Process

Funding Process


  • Helios Financing Solutions
  • Efficiency-as-a-Service
  • Financing Models for Energy Efficiency
  • HELiOS ESA™
  • HELiOS E-Lease™
  • HELiOS PACE™
  • Find Your Financing Solution
  • Energy Performance Insurance
  • Project Development Process
  • Eligible Equipment and Improvements
  • Funding Process
  • Discuss financing options with Helios
APPLY ONLINE
Financing Chart
1

Get your project ready for financing

  • Use Helios to prepare preliminary analysis

    • Use disclosure data already in Helios, or
    • Upload your data from Energy Star Portfolio Manager, or
    • Enter data directly into your property on Helios
  • For PACE, you will need an ASHRAE Level II audit or equivalent
  • For other financing, you may need an Investment Grade Audit
2

Complete the online initial credit screen

  • Questions about the property

    • When acquired, current value, approximate project cost, property use, occupancy, amount of mortgages, etc.
  • Questions about the property owner

    • Owner and manager names and contact information, owner’s financial condition, etc.
  • Questions about the financial performance of the property

    • Net operating income, debt service payments, cash flow, etc.
3

Complete the full credit process and proceed to construction

  • Submission of additional documentation
    • Most recent appraisal, financial statements, leases, mortgage documents, etc.
  • Lender provides conditional approval
  • Documents are negotiated and completed
  • Funding of project
  • Project completion

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  • Financing
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    • Financing Models for Energy Efficiency
    • Energy Performance Insurance
    • Project Development Process
    • Find Your Financing Solution
    • Eligible Equipment and Improvements
    • Funding Process
    • Discuss financing options with Helios
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