Finance, Capital & Risk Advisory
Build financial discipline and prepare for responsible growth
We support businesses and investors with capital preparation, financial reviews, credit-rating readiness and informed investment decisions.
Seed, Series and Growth Capital Advisory
Prepare your business for a structured fundraising process.
We support companies seeking seed funding, Series funding and later-stage growth capital. Depending on the engagement, our work may include:
- Funding strategy and capital requirements
- Investor-readiness assessment
- Business plan and financial model review
- Pitch narrative and presentation development
- Valuation and transaction preparation
- Data-room organization
- Due-diligence preparation
- Fundraising process coordination
- Relevant introductions where appropriate
Our role is to help companies become better prepared, more credible and easier to evaluate. Funding decisions remain with independent investors, and no fundraising outcome is guaranteed.
Financial and Operational Audits
Identify financial, control and operational weaknesses before they restrict growth.
Our financial and operational audit engagements examine areas such as financial reporting, internal controls, cost structures, working capital, operating processes, documentation and management oversight.
Financial reviews are led by internal professionals, including Chartered Accountants, with Certified Financial Planners involved where financial-planning expertise is relevant.
At the end of the engagement, clients receive a structured assessment of identified risks, control gaps, operational inefficiencies and recommended corrective actions.
Where a statutory audit or regulated assurance opinion is required, the applicable scope and professional eligibility should be confirmed before the engagement begins.
Credit Rating Readiness and Facilitation
Prepare for a more efficient and credible corporate credit-rating process.
We help companies organize the financial, operational and management information required for a formal credit-rating exercise. Support may include:
- Credit-rating readiness assessment
- Documentation and information preparation
- Financial and operational data organization
- Management presentation preparation
- Coordination of information requests
- Clarification of rating-process requirements
- Ongoing process support
The final rating and rating rationale are determined independently by the appointed credit-rating agency.
Insurance and Investment Solutions
Make financial decisions with a clearer understanding of objectives, risks and alternatives.
We help clients evaluate insurance coverage, mutual funds and stock-market investment options in relation to their financial goals, investment horizon, liquidity requirements and risk tolerance.
The emphasis is on suitability, transparency and disciplined decision-making rather than product-led recommendations.
Portfolio Management Services and Alternative Investment Funds
Understand professionally managed and alternative investment options before committing capital.
For eligible investors, we provide support in evaluating Portfolio Management Services and Alternative Investment Funds. This includes helping clients understand:
- Investment strategy
- Risk profile
- Fee structure
- Liquidity limitations
- Time horizon
- Portfolio concentration
- Reporting and governance
- Investor eligibility
Onboarding and investment decisions remain subject to the requirements of the relevant regulated provider.
How we work
We start with the business outcome… Not the service catalogue
Understand
We begin by defining the problem, intended outcome, stakeholders, constraints and current operating environment.
Design
We recommend an appropriate scope, delivery model, responsibilities, milestones and measures of success.
Deliver
Our consultants and specialists execute the engagement, working with your internal stakeholders where required.
Review and Improve
We evaluate the outcome, document recommendations and identify the next actions required to sustain or extend the result.
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FAQ
At what stage should a company approach Markitome for fundraising advisory?
A company can approach Markitome before actively seeking capital or after beginning conversations with investors. Starting early allows sufficient time to assess funding requirements, improve financial models, refine the investment narrative, organize the data room and address potential due-diligence concerns.
What does Markitome’s capital advisory service include?
Depending on the engagement, Markitome may support funding strategy, capital-requirement assessment, investor readiness, business-plan review, financial modelling, pitch-deck development, valuation preparation, data-room organization, due-diligence preparation and fundraising-process coordination.
Does Markitome guarantee that a company will receive funding?
No. Funding decisions are made independently by investors and depend on factors such as business performance, market conditions, promoter credibility, valuation, investment strategy and risk appetite. Markitome’s role is to make the company better prepared, more credible and easier for potential investors to evaluate.
What is the difference between Markitome’s financial review and a statutory audit?
Markitome’s financial and operational reviews focus on identifying control gaps, reporting weaknesses, cost inefficiencies, working-capital issues, documentation gaps and operational risks. A statutory audit is a regulated assurance engagement conducted in accordance with applicable legal and professional requirements. Where a statutory audit is required, the appropriate scope and professional eligibility must be confirmed separately.
What information does Markitome normally require for a financial and operational audit?
The exact requirements depend on the scope, but Markitome may request financial statements, accounting records, bank statements, tax documents, management reports, invoices, contracts, operating procedures, internal policies, payroll information and supporting documentation for major transactions.
How can Markitome support a company preparing for a credit rating?
Markitome can conduct a readiness assessment, organize financial and operational information, prepare management documentation, coordinate information requests and clarify the requirements of the rating process. The final rating and rating rationale are determined independently by the appointed credit-rating agency.
Does Markitome provide personalized guidance on insurance and investments?
Markitome assists clients in evaluating insurance coverage, mutual funds and stock-market investment options in relation to their objectives, risk tolerance, liquidity requirements and investment horizon. The precise scope, applicable disclosures and involvement of regulated entities are established before any product-related engagement.
Who can consider Portfolio Management Services or Alternative Investment Funds through Markitome?
These products are generally intended for eligible investors who understand the risks, fees, investment horizons, liquidity limitations and minimum-investment requirements involved. Markitome assists clients in evaluating the structure and suitability of available options, while onboarding remains subject to the requirements of the relevant regulated provider.