Practice area

Business Documents

Project reports, feasibility studies and strategic documents prepared to the standard listed corporations and government bodies require.

Documentation built to withstand board and lender scrutiny

A business document earns its fee at the moment someone hostile to it starts reading. A credit committee looks for the assumption that was never stated. A ministry looks for the figure that cannot be sourced. A board looks for the risk the author preferred not to raise. Documents that clear those readings are built differently from documents that merely look complete.

Projectzo has prepared this class of documentation for listed companies, banking institutions and government bodies since 2010, across 22 countries. Each mandate is assigned a single senior advisor, from initial scoping through final delivery. The advisor who takes the brief is the advisor who signs the document.

Service overview

The practice covers the full documentary requirement of a capital decision: the project report that supports the application, the feasibility study that tests whether the project should proceed at all, the valuation that fixes what is being bought or sold, and the forecast that carries the numbers forward. These are prepared as one body of work, so the figures reconcile across every document a reader will hold at the same time.

  • Assumptions stated and defensible
  • Figures traceable to named sources
  • Prepared against lender and ministry formats
  • Reviewed adversarially before release
Industrial project site under assessment for a detailed project report
Government building where project documentation is submitted for approval

Services in this practice

Corporate DPR

Detailed project reports for large-scale investments, for projects exceeding USD 3 million.

MSE DPR

Detailed project reports for medium enterprises, for projects up to USD 3 million.

Feasibility Study

Rigorous analysis of the factors that decide viability.

Pitch Deck

Investor-grade decks built around your numbers.

Video Presentation

A considered visual record of your business.

Business Valuation

Valuation of businesses, projects and companies, under multiple methodologies.

Business Profile

Profiles for a business, company, product or service.

Financial Forecast

Forecast reports covering up to 20 years.

What you receive

  • A bound and signed final volume, plus print-ready and archival digital copies.
  • The working financial model, unlocked, with formulas intact and inputs separated from outputs.
  • An assumption register listing every material assumption, its basis and its source.
  • An executive summary drafted to be read on its own by a committee that will not open the full volume.
  • A source appendix, so any figure in the document can be traced without contacting us.

How a mandate runs

01

Intake and scoping

A private conversation establishes the decision the document must support, who will read it, and what it must survive. Scope, fee and dates are fixed in writing before work begins.

02

Research

Primary sources first, secondary sources named. Every figure that enters the document carries a traceable origin, and assumptions are recorded separately from findings.

03

Authorship

The advisor who scoped the mandate writes it. Argument, structure and numbers are built together, so the narrative and the model cannot drift apart.

04

Partner review and signature

A second senior reviewer reads adversarially, against the standard the receiving institution applies. The document is released under signature.

Selective by design, not by accident

This practice is for

  • Corporates raising project or term debt where the lender sets the documentary standard.
  • Enterprises applying for government sanction, subsidy or licence.
  • Boards deciding whether a capital project should proceed at all.
  • Founders whose investors have asked for numbers that reconcile.

We decline

  • Requirements that need a document dated before it can be researched.
  • Mandates where the conclusion is fixed in advance and the report is asked to support it.
  • Engagements below our minimum, where the scope cannot carry senior authorship.

Standards and compliance

Scope fixed in writing

Scope, fee and delivery dates are agreed in writing before work begins, and do not move.

One senior advisor

A single named advisor carries the mandate from intake through final signature.

GST-compliant invoicing

Tax invoices issued against GSTIN, with input credit available where eligible.

DPDP-compliant handling

Client data is held, processed and returned under a documented retention policy.

Frequently commissioned alongside

General questions

01 Who writes the report?
One senior advisor, assigned at intake and named to you. That advisor scopes the mandate, conducts the research and writes the document. A second senior reviewer reads it adversarially before release. Nothing is passed to a junior pool once the brief is taken.
02 Will the report be accepted by our lender or ministry?
The document is prepared against the receiving institution's stated format and evidentiary standard, established at scoping. Acceptance is the institution's decision, and no consultant can promise it. What is within our control is the removal of the grounds on which such documents are returned.
03 How long does a mandate take?
The research required sets the timeline, not the page count. Dates are fixed in writing at scoping, before any fee is committed. The review stage is not compressed to meet them.
04 What does an engagement cost?
Engagements begin at USD $2,500, set by the research and the scale of the document. The fee is fixed at scoping and invoiced GST-compliant. It does not move once agreed.