RESOURCES
What makes a first plant bankable
Project finance
Infrastructure capital funds de-risked assets, not technology. This framework maps the four dimensions where founders and investors are not speaking the same language: offtake, project economics, execution, and supply chain.
Bankability is built, not proven.
On each dimension the framework shows what founders typically present and what infrastructure investors actually require. Market interest is not contracted demand. Unit economics are not project IRR. A strong team is not execution capability at scale. Supplier access is not supply security.