Translate

Key Steps and Requirements Before Starting an Investment and Building a Project

 Investing in and developing a project—whether in energy, infrastructure, manufacturing, or industrial sectors—requires more than capital and ambition. Many projects fail or underperform not because of poor intentions, but due to inadequate preparation, unrealistic assumptions, or weak execution planning. Successful projects are built on structured decision-making, thorough analysis, and disciplined project development stages.

Investing in and developing a project—whether in energy, infrastructure, manufacturing, or industrial sectors—requires more than capital and ambition. Many projects fail or underperform not because of poor intentions, but due to inadequate preparation, unrealistic assumptions, or weak execution planning. Successful projects are built on structured decision-making, thorough analysis, and disciplined project development stages.

This article outlines the key steps and requirements that investors, developers, and project owners should complete before committing to an investment and proceeding with project construction.


1. Defining the Investment Objective and Project Vision

Every successful project starts with a clear objective. Investors must define:

  • The purpose of the project (commercial, strategic, sustainability-driven, or mixed)
  • Expected returns and acceptable risk levels
  • Target market and long-term business strategy

Without a clear investment thesis, projects often drift during development, leading to scope changes, cost overruns, and misaligned expectations among stakeholders. A well-defined vision helps guide technical decisions and commercial strategies throughout the project lifecycle.


2. Market Study and Demand Analysis

Before any technical work begins, understanding the market is critical. A market analysis should assess:

  • Demand size and growth potential
  • Competitive landscape
  • Pricing mechanisms and revenue stability
  • Regulatory and policy environment

Overestimating demand or relying on optimistic pricing assumptions is one of the most common causes of project failure. Independent market and commercial reviews can help validate assumptions and ensure the project is grounded in realistic market conditions.


3. Site Selection and Preliminary Constraints Assessment

Project location significantly affects cost, schedule, and operability. Key considerations include:

  • Land availability and ownership status
  • Access to utilities, infrastructure, and logistics
  • Environmental and social constraints
  • Regulatory and permitting requirements

Early identification of site-related risks can prevent costly delays later. Many projects encounter serious challenges during permitting because site constraints were not properly assessed during the early stages.


4. Feasibility Study (FS)

The Feasibility Study is a critical milestone in project development. It integrates technical, commercial, financial, and regulatory aspects into a single decision framework. A robust FS typically covers:

  • Technology selection and process concept
  • Preliminary capital and operating cost estimates
  • Financial modeling and sensitivity analysis
  • Risk identification and mitigation strategies

The purpose of the FS is not to justify a project at all costs, but to determine whether the project should proceed, be modified, or be stopped. Independent feasibility reviews provide an objective assessment and strengthen investor confidence.


5. Technology Evaluation and Risk Assessment

Technology risk plays a major role, especially in energy, bioenergy, and industrial process projects. Investors should evaluate:

  • Technology maturity and reference projects
  • Supplier capability and warranties
  • Operating complexity and maintenance requirements

First-of-a-kind or unproven technologies may offer higher returns but carry higher risk. Understanding who bears this risk—and how it is mitigated—is essential before moving forward.


6. Front-End Engineering Design (FEED)

FEED bridges the gap between feasibility and execution. It provides sufficient engineering detail to:

  • Define project scope clearly
  • Improve cost and schedule accuracy
  • Support EPC tendering and contract negotiations

Projects that skip or rush FEED often face change orders, disputes, and delays during construction. A well-developed FEED significantly reduces uncertainty and improves project bankability.


7. Financial Structuring and Investment Readiness

Once technical and commercial fundamentals are established, attention shifts to financial structuring. This includes:

  • Capital structure (equity vs debt)
  • Funding sources and financing terms
  • Sensitivity to cost overruns, delays, and market fluctuations

Investors and lenders typically require independent technical and commercial due diligence before committing funds. Preparing the project to meet these requirements early improves the chances of securing financing on favorable terms.


8. EPC Strategy and Contract Preparation

Choosing the right execution strategy is critical. Options include EPC, EPCM, or multi-package contracting. Before selecting an EPC contractor, investors should:

  • Define a clear and complete scope of work
  • Ensure balanced risk allocation
  • Review contractor experience and execution capability

Approving an EPC contract without proper preparation exposes investors to hidden risks that may only emerge during construction or commissioning.


9. Permitting, Environmental, and Regulatory Compliance

Regulatory approvals are often underestimated in project schedules. Investors should ensure:

  • Environmental impact assessments are completed
  • Permits and licenses are clearly identified
  • Compliance obligations are integrated into project planning

Delays in permitting can halt projects regardless of technical readiness.


10. Independent Project Review and Decision Gate

Before final investment decision (FID), an independent project review provides a comprehensive assessment of readiness across all dimensions. Such reviews help:

  • Validate assumptions
  • Identify gaps and inconsistencies
  • Support informed investment decisions

Independent consultants act as objective advisors, ensuring decisions are based on facts rather than optimism.


Conclusion

Starting an investment and building a project is a multi-stage process that requires discipline, experience, and objective analysis. Skipping steps or relying solely on internal assumptions increases the risk of failure. Projects that succeed are those that invest time and resources upfront—through feasibility studies, engineering design, market validation, and independent reviews.

By following a structured development approach, investors and project owners can significantly improve project outcomes, protect capital, and achieve sustainable long-term value.


📌 How Our Consulting Services Support This Process

At Engineering Projects & Industry Review Hub, we support clients through:

  • Project feasibility and investment readiness reviews
  • FS, FEED, and DED advisory services
  • Independent technical and commercial due diligence
  • EPC strategy and risk assessment

Our role is to help investors and project owners make informed, confident decisions at every stage of project development.

 

By Ahmad Fakar – Engineering expert / Consultant

📩 Email: afakar@gmail.com

📱 WhatsApp: +62 813-6864-3249

No comments:

Other Articles

oclkaf03bnr1

at26914806

at26997598

Followers