Egerton Capital Partners
Funding readiness

Walk into the funding
conversation prepared

Most funding applications don't fail on the idea — they fail on the presentation of the numbers. We help you close that gap before you ever sit down with a lender.

A recent example

How preparation
changed the outcome

A logistics client had been turned down once already and assumed the answer was simply no. It wasn't — the numbers just weren't telling a coherent story.

Notebook and pen laid out for financial planning and forecasting work

The situation

A good business, a weak application

Solid contracts, a sound plan, but a funding pack that jumped between figures that didn't reconcile. From the lender's side, it read as risk.

The work

Six weeks of getting it right

We rebuilt the three-year forecast from real drivers, reconciled it to the historical accounts, and wrote the covering narrative so the story and the numbers finally matched. Then we rehearsed the awkward questions.

The result

Approved, at a better rate

The facility came through — and priced better than the client expected, because the risk now read as manageable rather than mysterious.

2nd

Application — the one that worked

6 wks

To a fundable pack

R8.5m

Facility secured

Funding questions

What owners want
to know

Never. We're paid for the preparation work, not the funding, so there's no incentive for us to push you toward a bigger facility than you need.

Commercial banks, the IDC and other development funders, and private and asset-based lenders. We help you match the right funder to the right need rather than applying everywhere at once.

Ideally two to three months before you need the money. Rushed applications read as rushed, and preparation is exactly where the value is.

That's often a good time to talk. A decline usually means the story or numbers weren't clear, not that the business isn't fundable.

We can help you assess and prepare for the ones your business genuinely qualifies for, and tell you honestly when the effort isn't worth the reward.

When it helps, yes. More often we prepare you thoroughly so you can lead the conversation with confidence — it's your business, after all.

Before you apply

Get your numbers
funding-ready

Send us where you are and what you're trying to raise. We'll tell you honestly what it takes to get there.

Talk to us about funding

Prefer to reach out directly? We answer every enquiry ourselves.

Let's talk

Clear-headed guidance, one honest conversation away

Tell us where your business is headed and we'll help you read the numbers behind it.

Book a consultation