Services

1. Strategic Finance Advisory

Long‑range choices determine whether a business merely survives volatility or monetises it. We build five‑year financial roadmaps anchored in market‑tested assumptions and powered by scenario engines that quantify upside and downside with equal clarity. Expect:

Integrated‑P&L, cash‑flow and balance‑sheet modelling that updates in real time
Capital‑allocation frameworks that prioritise IRR over politics
Board‑ready insights distilled into one‑page decision memos

Outcome: Decisions grounded in data, executed with conviction.

2. Capital Raising & Mergers / Acquisitions

Whether you are pursuing a debt refinance, Series B equity, or a bolt‑on acquisition, speed and story coherence dictate terms. We choreograph the full journey from teaser to term‑sheet:

Investor mapping that aligns funding sources with your sector thesis
Financial‑model stress tests to withstand diligence cross‑fire
Deal‑structuring that protects founder ownership and aligns incentives

Outcome: Capital secured on timelines that match operational windows, not banker calendars.

3. Risk, Tax & Compliance

Regulatory headwinds can erode margins faster than competitor pricing. Our specialists interpret SARS rulings, SARB circulars and IFRS updates the week they land—translating them into proactive action plans. Services include:

End‑to‑end tax optimisation, including R&D incentives and B‑BBEE scorecard lifts
Enterprise‑wide risk registers with quantified probability and impact scores
Audit‑ready documentation packs that reduce sign‑off friction

Outcome: Compliance becomes a competitive moat, not a grudging expense.

4. Sustainability Finance & ESG Integration

Investors now screen for carbon transparency, supply‑chain ethics and social impact as aggressively as they once checked revenue. We help you convert ESG from box‑ticking to value creation:

Materiality assessments that spotlight the KPIs investors actually price in
Integrated annual reports aligned with GRI, TCFD and King IV
Green‑bond and sustainability‑linked‑loan structuring that unlocks preferential pricing

Outcome: Access to capital pools and valuation premiums reserved for credible, purpose‑driven operators.

5. Digital Finance Transformation

Spreadsheets can’t keep pace with growth or governance. Our technologists deploy cloud ERPs, automate reconciliations and embed machine‑learning forecast engines—without derailing day‑to‑day close cycles. Deliverables include:

Finance‑system architecture and vendor shortlisting
Robotic Process Automation (RPA) for AP/AR, expense and payroll workflows
Predictive‑analytics dashboards that surface anomalies before they hit the ledger

Outcome: A finance function that scales organically while shrinking month‑end.

ENGAGEMENT MODELS

Project‑Based: Ideal for milestone events—capital raises, acquisitions, IFRS conversions. Fixed‑fee transparency, milestone‑linked payments.

Retainer Partnership: Ongoing strategic finance office with quarterly refreshes, ad‑hoc modelling, and 24‑hour partner access.

Embedded Secondment: Senior analysts join your team on‑site for six to twelve months, bridging skill gaps while upskilling staff.

THE CLIENT JOURNEY

Discovery Workshop (Week 1): We unpack objectives, constraints and value drivers in a two‑hour session—virtual or in Sandton HQ.
Rapid Diagnostics (Week 2): A 360° financial health scan pinpoints opportunities and red‑flags; findings delivered in a Scorecard Deck.
Solution Blueprint (Week 3): Roadmap, timeline and resourcing plan presented for sign‑off.
Execution Sprints (Weeks 4‑12): Cross‑functional teams deliver against measurable targets; progress tracked in live dashboards.
Value Realisation (Quarter 2 onward): Post‑implementation review quantifies ROI and identifies next‑stage levers.

CASE SNAPSHOT

A Cape Town med‑tech start‑up approached us facing a 14‑month cash runway and regulatory uncertainty.

Our actions: Structured a convertible‑note bridge, implemented rolling FX hedges for imported components, and revamped their IFRS‑compliant revenue recognition model.
Result: Secured R116 million in fresh capital at a 42 % valuation uplift and slashed month‑end close from 15 days to 6.

FREQUENTLY ASKED QUESTIONS

Q: Do you work with early‑stage companies?
A: Yes—provided there is a clear product‑market fit and a finance function willing to embrace best‑practice governance.

Q: How are fees structured?
A: We offer flat fees, success‑based models or hybrid arrangements; every proposal includes a transparent pricing grid.

Q: Can you coordinate with our existing auditors and legal counsel?
A: Absolutely. We frequently operate as the financial bridge between auditors, lawyers and internal stakeholders, ensuring alignment without duplication.