SME Funding & Compliance Advisory

Secure the Capital
Your Business
Needs to Scale

We compile professional, bank-ready business portfolios, logic-driven 5-year financial projections, and funding portfolios — then connect your business to the right capital source through our established funding network.

Capital Solutions We Facilitate

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0 ZAR Raised

SME Approved Funding

0 Success Rate

Credit & Committee Approvals

0 SMEs Funded

South African Businesses Supported

0 Est.

Established in South Africa

Funding-Ready, Bank-Compliant Services

We bridge the gap between brilliant enterprise models and strict lending guidelines with institutional-grade financial analysis and document formulation.

Financial Forecast Modeling

Logic-driven 3-to-5 year monthly financial forecasts that credit committees trust. We build detailed, integrated statements from raw operation variables.

  • Cash flow, income, and balance sheets
  • Sensitivity analysis & break-even models
  • Capital expenditure and working cap plans
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Funding Channel Facilitation

End-to-end administration and guidance of your funding requests through our network of public, private, and institutional capital providers.

  • Document verification checklist audits
  • Direct submission and portal management
  • Credit committee query clarification
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Investor Pitch Portfolios

Compelling pitch decks and executive summaries built for venture capital, angel syndicates, and private equity funds looking for scale-up models.

  • High-impact visual slide design
  • Enterprise valuation analysis
  • Structured term-sheet preparation
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Commercial Bank Loans

Strategic preparation of credit applications to major commercial banks, optimizing your balance sheet and packaging collateral guarantees.

  • Lender interest rate negotiations
  • Refinancing and asset-backed finance
  • Debt covenant risk simulations
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BEE & Compliance Audit

Pre-funding due diligence audits, CIPC registrations, BEE verifications, POPIA guidelines, and tax clearance packaging for your business.

  • CIPC and share registry updates
  • SARS tax clearance resolution
  • FICA and POPIA audit readiness
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2024 Q1 2024 Q3 2025 2026 SME Funded Capital Target Benchmark
R50M+ Raised Funds
84% Success Rate
15+ SMEs Guided

Where Financial Strategy Meets SME Growth

Founded by corporate advisors, financial modellers, and credit analysts, Quantitative Solutions was built to solve South Africa's enterprise capital gap. Lenders don't reject businesses because their ideas are weak; they reject them because their business portfolios, document bundles, and cash flow models are non-compliant.

We combine mathematical modeling and deep institutional insights to structure, compile, and submit funding portfolios through our established network of capital providers — so you can focus on running your business.

Rigorous Financial Audits

We verify every line of your financial model to withstand strict institutional credit audits.

Complete Application Ownership

We don't just draft business portfolios; we handle submissions and respond to committee queries.

Transparency & POPIA Compliance

We handle your corporate data with secure infrastructure in compliance with POPIA guidelines.

Get a Free Assessment

Your Path to Funding in 4 Steps

01

Readiness Review

We evaluate your business registry details, trading records, and asset profile to confirm your matching funding streams.

02

Financial Modeling

Our financial modellers construct compliant, logic-driven 5-year monthly forecasts and projections.

03

Business Portfolio Package

We author a comprehensive, professional business portfolio document structured to meet the compliance requirements of our funding network.

04

Submission & Review

We submit the packaged file directly to credit desks and manage all committee queries to secure final approval.

SME Funding Resources

Acquire tools and guides formatted by our analysts to verify your business portfolio planning.

PDF Guide

SME Funding Directory

A comprehensive checklist covering what capital providers look for, so you can assess your business readiness before applying.

Word Document

Bank-Ready Plan Outline

The structured, professional business portfolio outline meeting standard development agency requirements.

Excel Template

Cash Flow Forecasting Tool

A logic-driven, automated Excel template to estimate monthly cash flows, operating budgets, and break-even targets.

Frequently Asked Questions

Funding ranges vary depending on the type of capital and your business profile. Smaller facilities can start from as little as R50,000, while larger growth or development funding can exceed R50 million. During your consultation, our advisors will assess your business and match you to the most suitable funding range within our network.

Lenders evaluate the '5 Cs of Credit': Cash Flow viability (ability to service debt), Collateral/Security, Capability (team experience), Compliance (tax clearance, registry), and Commitment (own contribution/equity).

While no advisory desk can promise external approval, our structured compliance check and document packaging produce an 84% approval rate by ensuring capital providers receive all required information in the format they demand.

Usually, we require CIPC company registration forms, 6-12 months bank statements, director IDs, tax clearance status pin, and any current financial statements or sales contracts. We audit these during our intake consultation.

Ready to Secure Your Funding?

Book a direct consultation with our funding advisory desk, or complete our free funding readiness assessment to find the right capital channel for your business.

Funding Readiness Assessment

Step 1 of 3

Assessment Complete

Thank you! Based on your profile, we have identified your best-matched funding channels:

  • Funding Type: Government / DFI Funding
  • Recommended Channels: SEFA, NEF, IDC
  • Estimated Timeline: 6–10 weeks
  • Readiness Status: Assessment Pending

A full funding readiness report has been queued for delivery to your email. Book a consultation to discuss your application.

Speak to a Consultant

Select a date and time slot and we will connect you with a funding advisory consultant.

June 2026

MTWTFSS

Available Slots (SAST)

Please select a date and time slot above.

Consultation Booked

Your Zoom meeting has been scheduled. A calendar invitation has been sent to your address with access credentials.

With: A Quantitative Solutions Consultant

Topic: Funding Consultation

Date/Time: Monday, June 8, 2026 at 11:30 AM SAST