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Project Experiences and Case Studies

With the right guidance and experience, a small business can raise capital quickly to grow and scale. Browse our case studies to learn a variety kinds of projects and experiences we gained from different financing and operation consulting projects


Interest-free Loans & Subsidies

Helped a company secure government loans and subsidies, resulting in over one million in non-interest bearing loans (RRRF) and over 200K in grants and subsidies (CEBA, CDAP, CanExport, SR&ED, etc.,).

Commercial Loan

Supported a company in obtaining and securing two Discussion Papers from top financial institutions for a high six-digit overdraft lending facility. The facility was margined against the company's General Security Agreement (GSA).

Asset-based Financing

Assisted a company with negative retained earnings in successfully securing a high single digit asset-based financing. During the process, received and evaluated four discussion papers before finalizing the deal.

Flexible Revolver and Term Loan

Helped a company source and compare two Discussion Papers from the major banks for a high six-digit overdraft lending facility margined against receivables and inventory

Proof In Numbers


Capital Raising Projects


Advisory Roles


Projects in Pipeline

Management Consulting 

Financial Planning & Analysis

Helped a company design multiple templates to analyze and track Gross Margin differences in different sales channels and regions, derived operational insights from analysis to improve GP

Budget and Forecast Design

Helped a company initiate annual budgeting and quarterly forecasting by designing the company's GL mapping to budget categories and financial models to track variances and control departments’ spending

Cashflow Management

Helped a company initiate annual cashflow planning and weekly cashflow by designing a customized Cashflow Template using the Direct Method to control cashflow variance and forecast financing requirement

Working Capital Management

Helped a company design excel templates to closely manage working capital including DSO, DPO and DIO, cash conversion cycle, MOS, and Operational expense leverage to ensure lean management

Proof In Experiences




Aggregate years of experience 


Projects in Pipeline

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