Outcome
Conducted an initial assessment of the SME’s financial situation and financial needs Reviewed the SME's financial statements (income statement, balance sheet, cash flow statement), analysed the current financial health, including liquidity, profitability, and solvency, identified any outstanding debts, liabilities, or financial challenges, Assessed and coached the SME owner's financial literacy and knowledge of financing options and/or adequate personnel to manage financial records for the business.
Prepared an investor document (Information Memorandum) after assisting the SME owners define clear financial goals related to accessing finance. Four SMEs currently being assessed for funding by various banks