Categories & stages

Seven core categories plus configurable additions; stages drive the pipeline board and reports
Categories
7 core (locked) · 2 custom
CategoryDefinitionOpenType
Sovereign FinancingLoans, guarantees and budget support to the sovereign6Core
Development FinanceConcessional project finance from DFIs5Core
InvestmentFDI and equity into projects or companies4Core
Technical AssistanceAdvisory, capacity building, secondments2Core
Policy / ReformPolicy alignment and reform support3Core
PartnershipMoUs, programmes, institutional cooperation3Core
Private Capital MobilisationCrowding-in private capital4Core
Climate financeCustom · added 2 Oct 20261Custom
Diaspora investmentCustom · added 9 Oct 20261Custom
Stages
Applies to all categories
1
Identified
Spotted in a meeting or brief
2
Qualified
Confirmed interest and owner
3
Negotiation
Terms under discussion
4
Committed
Written commitment received (evidence required)
Evidence
5
Realised
Signed / disbursed — realised value recorded
Evidence
Require evidence to reach Committed
Require realised value on Realised
Warn when next action is overdue
Daily digest to owner
Show potential value on executive dashboard
Always labelled “potential”