Prescreening
Prescreening & Institutional Readiness Assessment
Not Every Project Is Ready For Institutional Capital
Institutional capital does not evaluate projects based on enthusiasm, ambition, or concepts alone.
Before any opportunity can be considered by serious capital participants, it must demonstrate organizational readiness, commercial credibility, governance integrity, documentation quality, and strategic alignment.
HBG’s Prescreening & Institutional Readiness Assessment process exists to determine whether a project satisfies these foundational institutional standards before significant time, resources, or confidential capital relationships are engaged.
Every engagement may involve review of:
Project scope and funding requirements
Corporate structure and authority
Executive decision-making capability
Documentation quality and completeness
Development readiness and execution capacity
Regulatory and legal considerations
Commercial viability and scalability
Institutional suitability and strategic alignment
Capital deployment compatibility
Risk and governance indicators
The objective is not merely to review a project. The objective is to determine whether the opportunity can be presented in a manner consistent with institutional expectations.
Why Serious Proponents Request Prescreening
The cost of approaching institutional capital unprepared is often significantly greater than the cost of preparation itself.
Projects that fail to meet institutional standards frequently encounter:
Immediate rejection
Delayed review timelines
Credibility concerns
Documentation deficiencies
Governance questions
Misalignment with capital mandates
HBG’s assessment process helps identify these issues before valuable opportunities, relationships, and time are unnecessarily lost.
Institutional Readiness Assessment Fees
Current Assessment Schedule
US$5,000 - Projects below US$100 Million
US$10,000 - Projects from US$100 Million to US$500 Million
US$15,000 - Projects from US$500 Million to US$1 Billion
US$25,000 - Projects exceeding US$1 Billion
Important Clarification
The Prescreening Fee is compensation for HBG’s administrative intake, documentation review, institutional readiness assessment, compliance screening, alignment review, and internal evaluation process.
All Prescreening and Institutional Readiness Assessment Fees are fully earned upon commencement of review activities and are strictly non-refundable regardless of outcome, determination, suspension, rejection, withdrawal, or termination of review.
The fee is earned upon commencement of review activities and is not contingent upon:
Project approval
Investor introduction
Financing
Capital commitment
Transaction execution
Any subsequent engagement
Payment of the Prescreening Fee does not guarantee acceptance of the project, advancement to further review, introduction to any capital source, or participation in any transaction.
HBG reserves the unrestricted right, in its sole discretion, to accept, decline, suspend, discontinue, or terminate review of any submission at any stage without obligation, liability, or explanation.
HBG Is Selective By Design
HBG is not a public submission portal.
The firm evaluates only a limited number of opportunities and reserves the unrestricted right to decline, suspend, discontinue, or terminate review of any submission at any time.
Submission of materials does not create any entitlement to review, evaluation, introduction, engagement, or continued consideration.
HBG reserves the right, in its sole discretion, to require a prescreening, evaluation, and administrative review fee prior to considering unsolicited opportunities for further assessment.
The assessment process may include administrative intake, preliminary due diligence, documentation review, project readiness evaluation, compliance screening, and institutional suitability analysis.
Any such fee shall be disclosed in advance and remains separate from any future engagement, financing, investor introduction, transaction, or capital commitment.
Only opportunities demonstrating credible institutional potential may advance beyond the initial assessment stage.
Institutional capital is attracted by preparation, governance, credibility, and execution—not by ambition alone. HBG’s Prescreening & Institutional Readiness Assessment process exists to identify opportunities capable of meeting that standard.