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 US business.
The paperwork that makes a founder exit stick
One of three co-founders of a consumer-app company decided to step away with no shareholders’ agreement in place to govern the exit. Structuring the departure as a documented sh…
What a decision-grade acquisition model actually contains
A buyer needed to decide on a utility-scale renewable-energy asset before it could negotiate, not after. Building the DCF, reading the contract, and pricing the downside turned …
After the grant, the reporting clock starts
An agri-tech startup won its government grant by building the application to the evaluator's own specification — a narrative, budget and document set that traced, line by line, …
Answering a tax notice properly, not just on time
A building-materials trader was hit with a cluster of indirect-tax notices — mismatched credits, return discrepancies, a demand built on assumed turnover — and had no reconcilia…
What survives an IRS examination is the file, not the explanation
A professional-services firm was selected for an in-depth tax review, its expense claims and deductions questioned line by line. Rebuilding the file — books reconciled to the re…
Reinstated a struck-off company before a bid deadline
A renewable energy EPC company had been struck off its company register for years of missed annual filings — until a government tender required the exact entity that held the ex…
Building a grant funding map instead of chasing one grant
A DeepTech startup did not need one grant — it needed to know which of dozens of non-dilutive programmes actually fit, and to run five applications off one clean cost base. The …
The seed pack that has to survive Series A, not just close the seed
A clean-energy startup needed a credible valuation and deal structure to raise its seed round. Building the memo, the model and the cap table as one reconciled package — not thr…
The cap table that nearly cost a priced round
An enterprise software company reached its first priced round with undocumented SAFEs, verbal option promises and share records that disagreed with each other. Rebuilding owners…
Outgrowing the LLC: what actually changes when you convert to a C-corp
A profitable partnership outgrew its structure the moment enterprise clients wanted a company counterparty, the partners wanted an ESOP pool, and an investor signalled interest …
The compliance calendar you build before you need one
A newly incorporated EV technology company built its accounting, tax and governance systems before commercial operations started, rather than patching them together mid-scale. T…
Two ledgers, one set of numbers: running a group after it goes multi-entity
A SaaS company added a holding structure to reach international investors and customers — and inherited two ledgers, two currencies and a set of intercompany balances that had t…
What a government funding committee actually reads in your financial file
A deep-tech founder needed non-dilutive seed capital and had to clear an incubator selection committee to get it. The application that succeeded was built on a milestone-linked …
When a foreign investor is on your cap table, the paperwork doesn’t stop at the wire
A software company took foreign investment and then fell behind on the regulatory filings that inflow required — a gap that surfaced as risk ahead of its next round. The fix was…
What buy-side diligence actually reads before it says yes
A cross-border transaction — an overseas investor acquiring into a locally incorporated entity — closed on records built to survive diligence, not just pass a quick look. The st…
Eight states, one ledger
A consumer electronics distributor grew into indirect-tax registrations across eight jurisdictions faster than its finance function could keep up, and simultaneous notices from …
Employee equity that survives its own paperwork
A fintech company built an employee stock option scheme from the ground up — pool sizing, approvals, grant and vesting mechanics, and the filings behind it — instead of running …
The books that held up when revenue started crossing borders
A manufacturer with a strong domestic distribution network wanted its first export shipments to Europe and the Middle East — but had no registrations, no export documentation, a…
What it actually takes to close a first angel round
A fast-growing D2C food brand had verbal commitments from angel investors but no transaction documents, no defensible cap table, and no compliance readiness — and was at risk of…
From sole owner to company books
A logistics business had outgrown a sole proprietorship — bigger contracts and outside capital both wanted a company on the other side of the table, not an individual. Convertin…
The governance gap that almost stalled a raise
A health technology company was commercially strong and still ran into trouble in diligence — not on the numbers, but on how the board actually governed. No consistent minutes, …
What a grant reviewer reads before they read your pitch
An aerospace and defence startup with a validated prototype needed non-dilutive money to reach a procurement-ready stage. The proposal that got funded was won on the budget file…
What a grant reviewer actually checks before approving non-dilutive money
An agritech robotics startup won a milestone-released seed grant on a proposal built around a grant-permitted budget and a phased plan a committee could verify. US founders chas…
What a grant reviewer reads before the check ever gets cut
An AI-native automation startup needed early non-dilutive capital and had to justify the ask against a credible utilisation plan. The approval came from a fund-utilisation file …
What a non-dilutive grant reviewer actually reads in your financial file
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 a federal aviation grant reviewer checks before the technology
An aviation-sector company needed growth capital without giving up equity or control. What cleared committee review was a budget and a plan built to the scheme's own spend rules…
The financial file that gets a materials startup past a federal reviewer
A recognised sustainable-materials startup needed non-dilutive capital to move from prototype toward pilot manufacturing, and won approval for a scaled, milestone-released deben…
The retail numbers a funder checks before a snack brand scales
A healthy-snacking brand needed capital to fund a B2B, retail and quick-commerce expansion, and won approval on a channel-by-channel plan a committee could verify rather than a …
The lab notebook is a financial document
An RF and microwave engineering startup needed a non-dilutive path from prototype to a scalable product, and got a grant approved on a phased milestone plan and a compliant budg…
What a grant reviewer actually reads in your financial file
An electronics-hardware team building mission-critical products needed non-dilutive capital to certify and validate a flagship product, and got it — on the strength of a grant-h…
Why fintech grants are rare — and where the real non-dilutive money sits
A fintech startup building financial-advisory tools for small businesses won a public seed fund approval on the strength of its documented financial file. Fintech does not get a…
What a grant reviewer actually reads in your financial file
A chef-led packaged-food brand with early revenue needed growth capital and built its case on traction and unit economics rather than a pitch. The approval came from a proposal …
The file NIH wants before it funds a health monitoring device
A deep-tech firm building a patient-facing health monitoring device won a public seed-fund approval on a proposal built around milestones, a utilisation plan and multi-year fina…
What funders check in your financial file before they back a mobility startup
A rural roadside-assistance startup won a seed-stage funding approval on a proposal built around a defensible utilisation plan and financial projections a committee could verify…
What a rural telehealth grant reviewer checks before the money moves
A rural-healthcare startup won a public seed fund’s committee approval on the strength of a phased budget that matched the program’s own rules line for line. The same discipline…
The records a holding structure needs from day one
A deep-tech hardware startup needed a holding company its overseas investors would accept, without breaking the operating entity underneath it. Counsel designed the structure — …
What it actually takes to scale a licensed food business
A packaged-foods manufacturer outgrew its regional food licence the moment national retail and e-commerce buyers made a higher-tier registration a condition of onboarding — and …
Years of unfiled returns, brought current in the right order
A hospitality company fell years behind on statutory filings after its finance function went understaffed — penalties compounding, its standing with authorities and its bank bot…
How the owners were paying themselves — and why it mattered
The promoters of a profitable healthcare-services group were drawing income the way most growing companies do — an ad hoc mix of salary, dividends and informal drawings that had…
What the books have to show when a partner leaves
Three partners in a software development firm split over an acquisition offer, with no exit clause in the partnership agreement to fall back on. The buyout that followed depende…
What a private equity fund actually finds when it opens your books
A speciality manufacturer entering private equity talks had finance and compliance records that were not built to survive real scrutiny. Getting ahead of the fund’s review — rec…
Rebuilding the books when the records were never kept
A construction company had run for years on spreadsheets, informal ledgers and multiple bank accounts — and when a bank asked for audited financials, there were none to give. Ca…
The registration that lapsed — and the paper trail that brought it back
An electronics distributor lost an indirect-tax registration to non-filing and watched suppliers stop transacting overnight. The route back — file the missed returns, resolve ev…
The application that got rejected, rebuilt, and approved
An AI healthcare startup was turned down on its first attempt at a government recognition programme — the objections cited thin documentation and an unclear case for what was ac…
The entity structure a growing services firm outgrew without noticing
A five-year-old IT services company had scaled past a meaningful revenue threshold on a structure and compensation mix set up when the business was much smaller — and was leakin…
Waking up a dormant company without starting over
A trading company sat dormant for three years — no filings, no returns, accumulating penalties — while its promoters focused elsewhere. Rebuilding its compliance standing from s…
When your tax ledger and your filed returns stop agreeing
A wholesale distributor let years pass without reconciling its indirect-tax filings against its own books — the mismatches only surfaced when the numbers were finally laid side …
What a buyer's diligence team actually prices
A logistics-technology company received an acquisition approach with its compliance, contracts and financial records not organised to withstand a buyer's diligence. Getting sell…
The succession plan that outlives the argument
A second-generation manufacturing family faced a leadership transition with ownership, roles and next-generation involvement never written down. Documenting the transition avoid…
The tax break was real. The file is what made it stick.
A clean-energy startup did not know it qualified for a three-year income-tax exemption until its records were organised enough to prove it. The same rule applies to a US federal…
The fractional CFO handover
A founder-led engineering company had grown for twelve years with every compliance, finance and banking decision running through one person. Institutionalising it took a review,…
The readiness pack a hardware company builds before it needs one
A consumer-electronics company planned to raise institutional capital within the year and wanted to be ready before conversations started, not during them. Building the file ear…
The renewals calendar that saves licences
A nutraceutical manufacturer nearly lost its production licence over documentation gaps and missed renewal steps — not a product failure. The fix was procedural, not legal drama…
What changes when the compliance gap is measured in years, not months
A precision engineering company sat dormant for three years after pandemic-era financial trouble — no filings, no active banking, no way to take the manufacturing contract its p…
Untangling a family group before the banks stopped asking questions
A family-owned manufacturing group had grown into several intertwined businesses over two decades, with assets, liabilities and ownership crossing entity lines until banks and a…
When co-founders disagree, the books have to referee
A restaurant with two equal owners hit a full management deadlock — one wanted out, the other wanted to keep running the business, and neither trusted the other’s numbers enough…
When the accounting system dies mid-migration
A multi-outlet retail chain lost a large part of its accounting data when an ERP migration failed halfway through, leaving corrupted ledgers and months of gaps ahead of a filing…
When the regulator opens a file on your company
A trading company fell behind on statutory filings until the regulator opened formal proceedings over the backlog. The response that closed the file with reduced exposure was bu…
Who owns the IP on paper — and does it match who owns it in fact
After an internal restructuring, a consumer goods company found its trademarks still registered to entities that no longer ran the business. Fixing the chain of title before the…
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.