Real engagements. Real outcomes.
Every study here is work the CapEasy group actually delivered — and every one ends in a playbook for how the same discipline applies to a Australian business.
What a founder exit needs to survive the next raise
One of three co-founders of a consumer-app company decided to step away with no shareholders’ agreement to govern the exit. Structuring the departure as a documented share trans…
The model that turns a guess into a negotiable offer
A buyer weighing a large renewable-energy asset acquisition needed more than a gut feel before signing — a valuation, a downside-scenario view, and a read on the risks sitting i…
Winning the grant is the easy half
An agri-tech startup built a government grant application from scratch — narrative, financial projections and supporting documents to the evaluator’s exact specification — and c…
The reconciliation that answered a stack of tax notices
A building-materials trading business was hit with a cluster of tax notices — credit mismatches, return discrepancies, a demand on assumed turnover — and no idea how to answer a…
Audit-ready before the letter arrives
A professional-services firm was selected for scrutiny assessment, with the tax department questioning expense claims and related-party transactions. Reconciling the return to t…
Struck off, then restored before the deadline that mattered
A renewable energy contractor was struck off its company register after years of missed filings — and only found out when a tender required the original entity. Restoration went…
The books rebuilt after the system failed
A multi-outlet retail chain lost its ledgers mid-way through a failed ERP migration, with statutory deadlines closing in and no reliable set of books to work from. Reconstructin…
Building a grant funding map before you write a single application
A DeepTech startup needed structured access to a grant ecosystem it did not have time to learn program by program — 10+ programmes mapped against its profile, 5+ secured. Austra…
The seed pack that survives a term sheet
A clean-energy startup needed a credible valuation and deal structure before it could raise a seed round. Building the memo, the model and the cap table as one reconciled packag…
Your cap table isn’t the record — the register is
An enterprise software company reached a priced round with undocumented SAFEs, verbal option promises and share records that disagreed with each other. Rebuilding ownership from…
Changing entity type without losing a beat
A profitable partnership needed to become a company mid-trade — new investors, bigger clients and an option pool all pointed the same way, but the business could not afford a ga…
Clearing a multi-year compliance backlog without stopping the business
A hospitality business fell years behind on statutory filings after its finance function went understaffed, and the backlog reached the point of threatening its bank relationshi…
Designing the compliance calendar before the first invoice
A newly incorporated EV technology company asked for its compliance framework to be built before operations started, not patched together after a regulator letter. The sequence …
One group, four sets of books that finally agree
A SaaS company outgrew its single-entity structure and stood up a holding company to support international investment and IP ownership — without breaking the accounting the orig…
What it takes to rebuild a construction company's books from scratch
A construction company's books had drifted across spreadsheets, informal ledgers and several bank accounts until a lender asked for audited financials nobody could produce. Rebu…
What a convertible note actually does to a deep-tech balance sheet
A deep-tech founder was approved for seed capital structured as a convertible debenture rather than a straight grant — an instrument that behaves nothing like income on the book…
The diligence file a cross-border deal cannot close without
A cross-border deal paired an investor and a target incorporated in two different countries — a structure that puts two jurisdictions’ record-keeping rules on the table at once.…
The cross-border investment that outran its own paperwork
A technology company took foreign investment and kept operating — while the reporting that was supposed to accompany the inflow of funds and the share allotment fell behind. Reg…
The paperwork that makes employee equity actually work
A fintech company wanted to grant employee stock options but had no scheme — just an intention to reward senior hires before the next round. Building the grant, vesting and appr…
What your books need to say before the first export shipment leaves
A handicrafts manufacturer with a strong domestic network wanted to start exporting to Europe and the Middle East but had no registrations, export documentation or compliance pr…
The finance function a founder no longer has to carry
A founder-led engineering business had grown into a large enterprise with every finance, compliance and banking decision still routed through one person. Institutionalising that…
The paperwork behind a first angel round
A fast-growing D2C food brand had verbal commitments from a group of angels but no priced round on the books — no cap table an investor would sign off on, no statutory records r…
Sole owner to company: the books that had to hold on cut-over day
A logistics business had outgrown its sole-proprietor structure — institutional clients and lenders wanted a company on the other side of the contract. The conversion ran withou…
The governance gap that nearly stalled an institutional round
A health technology company was commercially strong but nearly lost its funding timeline to weak board governance and thin statutory records. Fixing it before the raise, not dur…
What a grant committee actually checks before it approves aerospace and defence funding
An aerospace and defence startup won a seed-fund grant by building the file a committee could approve without guessing: a scheme-eligible budget, a staged milestone plan, and pr…
The budget line that gets a farm-robotics grant approved
A farm-robotics startup needed non-dilutive capital for prototype development and field testing, and a grant-permitted budget that would stand up to committee review. The same m…
What it actually takes to win non-dilutive funding for an AI company
An AI-native automation startup needed non-dilutive capital before it could justify the ask with anything more than a pitch deck. Building the fund-utilisation plan and the fina…
What a grant or R&D offset actually wants from your books
A robotics startup building semi-autonomous systems needed capital for pilots without giving up equity. What cleared committee review was not the technology pitch — it was a sta…
What an aviation grant committee actually wants to see
An aviation-sector startup needed a funding application a seed-fund committee could approve on the numbers, not the pitch. The proposal that got it approved — a plan, a budget a…
The pilot-plant records a materials scale-up needs before either funding track opens
A recognised sustainable-materials startup needed non-dilutive capital to move from prototype toward pilot manufacturing, and the case had to be built on a compliant utilisation…
What a retail and quick-commerce expansion plan needs on the numbers
A healthy-snacking brand needed capital to fund a B2B, retail and quick-commerce expansion, and the file that won the approval was a channel-expansion plan with budgets and proj…
The engineering log that got a deep-tech grant approved
A deep-tech RF and microwave engineering startup needed non-dilutive funding to get from prototype to a scalable product, and won grant committee approval on a phased, budget-ma…
What a grant committee actually reads before it approves hardware funding
An early-stage electronics team needed non-dilutive capital to certify and validate a flagship product, with disbursement gated to milestones rather than paid up front. The prop…
The paper trail that gets a fintech through R&D and regulatory review
A fintech startup building financial-advisory tools for small businesses needed early capital before it had revenue to point to. Building the utilisation plan and projections be…
Building a fundable case for a food manufacturing scale-up
A chef-led packaged-food brand with early revenue needed growth capital to expand distribution, and had to make the case with a utilisation plan and unit economics, not a pitch …
What it takes to get a health-tech grant approved — and paid
A patient-facing health monitoring startup won a public seed fund approval by building the milestone plan, utilisation budget and multi-year financials the scheme actually asked…
What a grant committee actually reads before it says yes
A tech-enabled roadside-assistance startup needed a government seed fund committee to approve its application on the strength of a utilisation plan and financial projections, no…
Funding rural telehealth: what the programs actually pay against
A telemedicine startup addressing rural access gaps secured a public seed fund approval by building a phased plan with budgets and projections aligned to the scheme’s permitted-…
Holding company records done right
A deep-tech hardware startup needed a holding structure that satisfied overseas investors without unwinding its home-market position. The cross-border discipline behind that bui…
Scaling a food business past the point one licence can cover
A packaged-foods manufacturer had to upgrade its food-safety licence before national buyers would onboard it — and the earlier paperwork had gaps that stalled the application. T…
Owner pay, done properly: salary, dividends and the loan account
A healthcare-services group had let its promoters draw income however was convenient — an ad hoc mix of salary, dividends and informal drawings that inflated their tax bill and …
Splitting a partnership without splitting the business
Three partners in a software development firm hit an acquisition offer with no agreement on what happens next — one wanted out, the others wanted to keep building, and there was…
What happens when nobody is watching every state at once
A consumer electronics distributor grew across eight regional tax jurisdictions faster than its compliance systems could follow, and notices started arriving from several tax au…
The pre-diligence sprint that shortens a PE close
A speciality manufacturer facing its first private equity diligence had finance, tax and governance records that were not built to survive scrutiny. A structured pre-diligence s…
Getting a cancelled tax registration back — and keeping it
A wholesale distributor had its indirect-tax registration cancelled by the tax authority after prolonged non-filing, and trading stopped the day suppliers and customers could no…
Turning a program rejection into an approved evidence file
An AI healthcare startup was knocked back on its first government-recognition application for thin documentation and an unclear case — then rebuilt the evidence and won on the r…
The client ledger that decides whether a services company can restructure its pay at all
A fast-growing IT services company was leaking tax every year because director pay, dividends and expenses had never been revisited against the business it had actually become. …
Waking a company that has gone quiet
A trading company sat dormant for three years while its promoters ran a different venture — no filings, no returns, penalties stacking up, but the banking relationships and vend…
The paperwork that decides whether a buyer reprices you
A logistics-technology company received an acquisition approach with its compliance, contracts and financial records not organised to withstand diligence. Getting sell-side read…
Succession without a ledger war
A second-generation manufacturing family faced a leadership handover with ownership, roles and next-generation involvement never written down. Formalising the register before th…
The records that make a tax incentive claim survivable
A clean-energy startup did not know it qualified for a three-year income-tax exemption until its evidence was built and documented. The same discipline — turning technical work …
The investor-readiness pack, built before you need it
A consumer-electronics company wanted to raise institutional capital within the year but had never been through a formal fundraise, and its financials, compliance and cap table …
The renewals calendar that keeps a licence from lapsing
A nutraceutical manufacturer nearly lost its manufacturing licence to documentation gaps and a missed renewal window — the kind of near-miss that halts production and breaks dis…
Three years of lapsed filings, rebuilt into a lodgment-ready file
A precision engineering company sat dormant for three years after a pandemic downturn, letting its statutory filings pile up until its compliance status blocked banking and new …
Untangling a family group before the bank stops asking nicely
A family manufacturing group had grown into several businesses over two decades with no formal structure — assets, liabilities and ownership tangled across entities that differe…
When two owners can't agree, the ledger is what settles it
Two equal restaurant shareholders reached a full management deadlock — one wanted out, neither agreed on value. Rebuilding clean records and a compliant transfer broke it. The s…
When the tax ledger and the lodged returns disagree
A wholesale distributor’s indirect-tax returns, income tax filings and books of account had drifted apart over several years — a multi-year reconciliation put them back on one n…
When the regulator opens a file on your company
A trading company facing regulatory adjudication over historical filing delays cleared the proceeding by rebuilding its compliance record and standing behind it with proper repr…
Who owns the trade mark on paper, after the group restructured
A consumer goods group restructured its operating entities and only then noticed its trademarks were still registered to companies that no longer ran the business. Reconciling o…
Outcomes described here reflect the work CapEasy delivered with each client. Results vary by company, sector and stage; nothing here is a promise of a similar outcome.