Fintech & Digital Payments Company

As the business scaled rapidly, its financial infrastructure lagged behind the expectations of institutional investors. While growth metrics were strong, the absence of investor-grade financial models, clear unit economics, and formal governance limited fundraising readiness and constrained valuation discussions.

Katelix partnered closely with the founding team and board stakeholders to professionalise the finance function ahead of fundraising. Investor-ready financial models and unit economics frameworks were developed, governance structures were formalised, and reporting was elevated to support due diligence requirements. AI-enabled solutions were also recommended to strengthen collections and reduce working capital gaps as transaction volumes increased.

With stronger financial discipline and clearer economic narratives, the company entered institutional fundraising with confidence—resulting in a successful capital raise and materially improved valuation benchmarks.