Funding & Drawdown Structures

This use case explains how to model funding structures, drawdowns and debt service for capital projects and infrastructure in Model Reef.

You will:

  • Represent equity, debt and hybrid funding instruments.

  • Build drawdown profiles linked to capex and project cashflows.

  • Model interest during construction, term debt and refinancing.

  • Connect funding structures to project and group level cashflows and valuation.

Model Reef is not a debt administration or covenant monitoring system. It provides planning level funding structures suitable for project and portfolio modelling.

When to use this pattern

Use this pattern when:

  • Projects require significant external funding.

  • Drawdowns and repayments are closely tied to capex and project milestones.

  • Interest during construction is material.

  • You want to test alternative funding mixes and structures.

It builds on:

  • Capex Program Modelling

  • Multi Phase Project Cash Flows

  • Build a Debt Schedule and Covenants Model

  • Build a Capital Structure Model

Architecture overview

1

Capital structure

  • Equity, shareholder loans, senior and subordinated debt.

  • Project level versus group level funding.

2

Drawdown logic

  • Facilities sized relative to capex and contingencies.

  • Drawdowns linked to capex timing or percentage of completion.

  • Interest during construction and capitalisation where applicable.

3

Debt service

  • Amortising or bullet repayment profiles.

  • Interest only periods and step ups.

  • Covenant and coverage ratio calculations where you choose to include them.

4

Integration

  • Cashflows and balances flowing into project and group statements.

  • Inputs to valuation and capital structure analysis.


1

Define funding instruments and entities

Start by listing the funding instruments you want to model, for example:

  • Equity injections.

  • Shareholder loans.

  • Senior term loan.

  • Construction facility.

  • Revolving credit facility.

Create Liability variables for each debt instrument and Equity variables for equity injections. Decide whether:

  • Funding sits at project branch level, or

  • Funding is raised at group or holding entity level and then allocated to projects.

Reflect this structure in the branch tree so that debt and equity flows roll up correctly.

2

Size facilities and equity based on capex and cashflows

Use capex and project cashflow outputs to determine:

  • Total funding requirement including contingency and working capital.

  • Minimum equity contribution required.

  • Maximum facility sizes for construction and term debt.

Create Data Library drivers for:

  • Facility limits per instrument.

  • Target gearing or leverage ratios.

  • Equity percentage or absolute equity amounts.

These drivers will feed into drawdown logic and help you test alternative structures.

3

Build drawdown rules and timing

For each debt facility, define drawdown rules such as:

  • Drawdowns equal to a fixed percentage of capex each period.

  • Drawdowns up to a maximum facility limit.

  • Use of equity first, then debt, or vice versa where applicable.

  • Conditions such as no further drawdowns after commissioning.

Implement drawdowns using Liability variables with:

  • Positive cash inflows when funds are drawn.

  • Increases in loan balances.

  • Conditional cessation of drawdowns once limits or dates are reached.

For equity, use Equity variables to represent injections at agreed milestones or in line with funding ratios.

4

Model interest during construction and capitalisation

For facilities used during construction, specify:

  • Interest rates and any margins over reference rates.

  • Whether interest is paid in cash or capitalised during construction.

  • When interest switches from capitalised to cash paid, for example at commissioning.

Model Reef will compute interest based on opening balances and timing settings. To capitalise interest, either:

  • Add interest to the loan balance rather than treating it as an immediate cash payment, or

  • Use a separate Asset variable to represent capitalised interest if you want to track it explicitly.

This ensures that:

  • Construction period interest is included in funding requirements.

  • Balance Sheet and P&L treatment is consistent with your policy.

5

Specify debt service, repayments and refinancing

For each facility, define repayment behaviour:

  • Amortising schedules with fixed or sculpted instalments.

  • Interest only periods followed by amortisation.

  • Bullet repayments at maturity.

  • Refinancing events where one facility is repaid and replaced by another.

Implement this via Liability variables with:

  • Scheduled principal repayments per period.

  • Interest payments based on outstanding balance.

  • New drawdowns for refinancing facilities where applicable.

Cashflow Statement and Cash Waterfall will then show:

  • Debt inflows and outflows.

  • Interest paid as operating cashflow.

  • Net debt movement per period.

6

Integrate funding structures with project and group views

At project level, use funding variables together with capex and operational cashflows to see:

  • Net cash positions and funding gaps.

  • Peak debt and interest coverage patterns.

  • Project level equity returns where you choose to compute them.

At group level, consolidate funding flows and balances across projects to analyse:

  • Total leverage.

  • Debt service capacity.

  • Headroom under facility limits.

  • Capital structure and valuation.

You can also connect this pattern to debt covenant and coverage ratio calculations if required.

7

Use scenarios for alternative funding mixes and terms

Clone the base model into scenario models to explore:

  • Different equity or debt proportions.

  • Alternative facility sizes and tenors.

  • Changes in interest rates and margins.

  • Different drawdown rules or sequences.

  • Alternative refinancing strategies.

In each scenario, adjust:

  • Facility limits and equity contributions.

  • Interest rates and capitalisation rules.

  • Repayment and refinancing assumptions.

  • Project or portfolio cashflow assumptions for consistency.

Compare scenarios using:

  • Peak and average leverage.

  • Debt service and coverage ratios where defined.

  • Equity and project level IRRs where you choose to calculate them.

  • Valuation metrics and risk indicators.

Check your work

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  • Funding structures reflect term sheets or internal policies.

  • Drawdowns occur only when cash is needed and within facility limits.

  • Interest and repayment patterns match expectations.

  • Scenario results are understandable for both project finance and corporate finance stakeholders.

Troubleshooting

chevron-rightDebt balances go negative or exceed facility limitshashtag

Check drawdown and repayment logic and add guardrails so that drawdowns cease when limits are reached.

chevron-rightInterest expense appears inconsistenthashtag

Verify interest rate settings, compounding assumptions and whether interest is being capitalised or paid in cash as intended.

chevron-rightComplexity grows quickly with many facilitieshashtag

Group similar facilities into aggregate instruments for planning purposes and reserve detailed modelling for material facilities.

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