Financial advisory services
Planning and development - reimagined
We recognise the individuality of each client, which is why we offer tailored product and business development solutions that align precisely with your specific needs. Your greatest business vision becomes our target.
Through our collaborative efforts with clients across various industries, we foster innovation and creativity, bringing new life to their product and service portfolios. Whether your business spans continents or is still in the conceptual phase, your enduring success is our highest priority.
Successful business development is our hallmark. Our exceptional foundation in business strategy will be applied to your historical financial performance, your current product and service portfolio and the requirements you have regarding cashflow and expansion. Using scientifically applied business acumen, we can analyse your financial data, optimise your debt and equity management, and develop financial models that will seamlessly guide your decision-making processes all the way to your greatest business vision. And beyond.
To achieve these goals, work with us and our team of stringently selected industry experts. We can help you develop a comprehensive business plan and identify opportunities for business and portfolio development.
Don't let financial analysis and management hold you back. With the right approach to business development, selected specifically for your operation, we can show you how to unlock the full potential of your organisation and achieve sustainable growth over the long term.
Product development
Market analysis
Competitor analysis
Regulatory and compliance
Product positioning
Market offers
Project documentation
Business development
Business strategy
Cashflow analysis
Historical financial analysis
Data room development
Debt and equity management
Financial modelling
Business plan
Client development
Aligning interests for primacy
Securing investment is rarely an easy feat, particularly for start-ups or entities in unconventional circumstances.
Polymath & Boffin bridges the gap between those seeking investment and those seeking to invest, forging smart and sustainable solutions that multilaterally serve the best interest of all stakeholders involved.
From patented technologies to real estate developments, we help businesses take the leap over one common hurdle – the successful management of risk.
Exceeding traditional methods of financing, we apply years of industry expertise and knowledge to help you model your business into an incredibly compelling investment.
Funding
Structure analysis
Regulatory environment analysis
Legal framework
Funding strategy
Creation of investor presentation
Investment promotion
Funding bureaucracy
Asset allocation and optimisation
We offer clients premium guidance throughout the lifecycle of their businesses. Our goal is to foster meaningful, long-lasting partnerships to safeguard and nurture wealth of all kinds, in the service of real economy.
Effective management of waterfall of funds optimises cash flow and allocates resources efficiently. To mitigate risks and make informed decisions, employing risk and actuarial modelling techniques is paramount. If your long-term business vision includes a public listing, let us engage in meticulous groundwork, including compliance procedures, financial audits, and market analysis to position your assets favourably for the public market. Moreover, having investor representation ensures that your stakeholders' interests are safeguarded and their voices are heard throughout the process. This is why we mention, quite often, that the primacy of your business is the greatest attractor.
Operational oversight and control
Reimagining strategies ensures we can programme adaptability in response to evolving market dynamics. Measuring progress and identifying areas for improvement through the development and review of key performance indicators (KPIs). By understanding performance trends, informed decisions can be made, leading to continuous refinement of operational strategies.
Successful execution of projects is achieved through effective project management. Collaboration, progress tracking, and adherence to timelines and budgets are facilitated by robust project management systems. Integrating within the industry through partnerships and alliances fosters growth opportunities, knowledge sharing, and collective advancement.
Maintaining compliance with licensing requirements ensures operational legitimacy and builds trust with stakeholders. By implementing these practices, we help you to establish a solid operational foundation, seize opportunities, and achieve sustainable success.
CSP catalysts
We may introduce you to corporate service providers who may assist you in the provision of the following services:
• Company incorporation including drafting of memorandums and articles
• Provision of company secretary
• Provision of company director
• Registered office
Business support solutions
Our administrative services deliver tangible results for your business, including enhanced efficiency, accurate financial records, and peace of mind.
By entrusting us with tasks such as accounting, supplier management, and payroll processing, you can expect streamlined processes, reduced administrative burdens, and improved productivity. Additionally, our expertise in tax preparation ensures regulatory compliance.
Simplify your operations, ensure compliance, and focus on your core business activities with our expert assistance to guide you.
Capital management
Financial, risk and strategy management of existing assets
Sustenance of asset value and income
Management of waterfall of funds
Risk and actuarial modelling
Equity structuring
Preparation for public listing
Investor representation
Operational management
Goal setting
Strategy review
KPI development and review
Customer relations
Process improvements
Technology implementations
Project management systems integration
Industry integration
Licensing
CSP
Company incorporation including drafting of memorandums and articles
Drafting of shareholders’ agreement
Provision of company secretary
Provision of company director
Registered office
Tax filing
Share transfers
Annual audit
Administrative services
Accounting and supplier management
Payroll and relative tax documents preparation and filing
Identity Malta administration
VAT return compilation and filing
Filing of annual returns
Assistance with auditors
Assistance with banks