Service 07
Finance & Investment Services
Finance arrangement, loan documentation, IPO process and feasibility.
Overview
Financing and investment support covering bank documentation, investment proposals and capital market processes.
Who We Serve
- SMEs
- Corporate Organizations
- Listed / Capital Market Businesses
Services Included
- Finance Arrangement
- Bank Loan Documentation
- Investment Proposal
- Financial Planning
- IPO Process Support
- Feasibility & Business Planning
Case study
Working capital and term loan documentation approved
Manufacturer seeking expansion finance
Sanctioned
Term and working capital facility
Complete
Feasibility and projection pack
Faster
Bank query turnaround
The challenge
An expansion plan had stalled because the bank required a feasibility study, projections and clean financial documentation.
What we did
- Built a financial model with projections and sensitivity analysis
- Prepared the project feasibility report and funding proposal
- Compiled the full loan documentation file for bank review
- Handled bank queries through sanction and disbursement
“The bank had every answer in the file before they asked.”
Process
How this engagement runs
- 01
Consultation
We understand your requirement and current position.
- 02
Document Review
Records and filings are reviewed for completeness.
- 03
Professional Processing
Work is prepared to professional standards.
- 04
Compliance / Submission
Filings and submissions are completed on time.
- 05
Follow-up Support
Ongoing follow-up until the matter is closed.
FAQ
Frequently asked questions
Need Professional Financial & Business Support?
Let's discuss your requirements and find the right solution for your business.