Who this is for
Growing past the project-by-project spreadsheet
You have a pipeline, investors who expect proper reporting, and a finance function that hasn't caught up. You need someone who has prepared information memoranda, run data rooms and reported to shareholders, without hiring a full-time CFO.
- Developers raising equity from wholesale investors
- Groups moving from establishment into development and funds management
- Managers applying for, or working under, an Australian financial services licence
- Businesses where cash is tight before construction funding lands
Where we help
The finance work behind every raise and every project
Capital raising
Information memoranda, investor meetings, data rooms and due diligence, plus the share issue, transfer and register documents that follow.
Investor and lender reporting
Regular, consistent reporting for wholesale investors, with banking relationships, covenant reporting and drawdown support for lenders.
Project and group cash flow
A 13-week cash flow and a longer-range forecast across the group and each project, so funding gaps show up months ahead, not days.
Licensing and fund structures
Finance support through an AFSL application and its conditions, including net tangible asset and cash requirements or custodian arrangements, working with your legal advisers.
Structure, tax and entities
Group, trust and project entity structures, GST and income tax compliance, and offshore entities where investors or capital sit overseas.
Controls and month-end
Xero set-up, approvals, payables oversight and a fixed month-end timetable, so the numbers are ready when the board and investors ask.
Ryan Advisory provides finance and CFO services. Licensing, legal and financial product advice comes from your licensed and legal advisers, and we work alongside them.
Start with a free finance health check
A 30-minute call to look at cash, reporting and compliance, and agree what matters most. No obligation.