Corporate Finance (Initial Public Offering)

Fintech IPO – assisted a leading provider of equipment finance solutions in Australia. They operated through many brands in the market across a broad range of sectors and have assisted customers achieve their needs through flexible and tailored finance solutions. They were looking to list on the Australian Stock Exchange (ASX).

What did we do for the fintech?

Created a 3-way (Income Statement, Balance Sheet and Cash Flow statements) integrated model for their commercial asset finance business using their cloud-based accounting system Xero.

The model was built as a forecasting and planning tool and then subsequently used for their initial public offering.

This enabled them to forecast their future revenue and balance sheet using an expected internal rate of return, growth rates and credit terms of their receivables balances.

Following its use in forecasting and budgeting, the model was used as part of the due diligence process for their initial public offering (IPO) on the Australian Stock Exchange.


COMPANY PROFILE

Model Citizn is a financial services technology (fintech) company with decades of combined experience and has been involved in many corporate, government and semi-government financial modelling, analytics and automation projects.

If you want us to help you become more efficient and data-driven, reach out to set up a quick chat.

OUR TEAM

Our team are all trained professionals with a mixture of corporate finance, accounting, data engineering, technology and actuarial backgrounds.

Follow this link for more information about our team.

OUR EXPERIENCE

We have worked across a range of different industries.

Follow this link for a brief summary of the companies we have worked with.

We also recently released our live Power BI interactive dashboards. 

If you want to interact with these live, follow these links for the Power BI live report.

In March 2023, Lance presented at the Global Power BI Summit. Here is a link to the live report from that event.