Projections

Forecast and capital adequacy examination

A line-by-line examination of volume, float, fee, and capital workings so the application’s numbers survive a sceptical reading.

Typical duration: Three to five weeks · Annotated model notes and a capital bridge the board can adopt

Person working through planning documents and a laptop at a desk

Application forecasts are often built by the commercial team and then lightly wrapped in finance language. We reverse that. We start from the operating model — onboarding funnel, average stored value, merchant take rate, breakage, and the cash cycle of payouts — and we ask whether the workbook still stands when each assumption is moved to a dull, defensible range.

Capital is examined as a bridge: what is paid in, what is consumed by set-up and early losses, what buffer remains against volume stress, and whether related-party receivables have been counted as if they were cash. We do not produce promotional hockey-stick decks. We produce a set of figures a finance lead can explain without looking at a footnote.

Where the applicant already has a model, we examine it in place. Where the model is a slide, we rebuild the minimum workings needed for the application and hand them back.

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