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Case Studies

Case Studies

Business Funding Case Studies

We have many case studies for most industries and scenarios. As most of our work is highly confidential, it isn’t possible to post details of the businesses we’ve worked with publicly.

Please contact us to discuss your specific situation, and we will send you some relevant examples of how we have managed to help.

Case Study 1 - A Coffee Shop Conundrum


The director of a chain of 5 coffee shops came to Funding Nav seeking Funding for a new business venture.

After 20 years of running coffee shops, he was looking for a new challenge and had noticed a growing demand for healthy food. His customers were becoming more concerned about where their food was coming from.

He decided to take advantage of this growing market and open up a restaurant serving both vegetarian and vegan dishes.

He had previously sought finance from high street banks but didn’t have any luck due to his credit rating.

He then began searching online for alternative methods of finance. However, coupling his search with designing and opening a new business was proving an impossible task to manage.

Eventually, he reached out to his catering equipment supplier who directed him to Funding Nav, and he put in an application for equipment finance.

Our solution

With our in-depth knowledge and understanding of business finance, we began sourcing the ideal finance option from the many alternative lenders on our platform.

The most important step was making sure we understood the intricacies of our client’s business. Only by knowing all the details were we able to connect them to the best business finance solutions available.

After careful discussion about which finance options would suit the borrower best, we settled on a £75,000 equipment finance agreement.

Our client was impressed with the speed we found a solution to his problem, and how well-suited the funding was to his needs. He’s now well on his way to a second business just as successful as his first.

We also advised the client to sell the lease of their biggest (but loss-making) store. This freed up a further £350k and led to greater profits.

Case Study 2 - A Tricky Management Buyout


We were initially introduced to this company as part of a management buyout syndicate. We helped part-raise funds with one of our well-established finance partners by re-financing existing assets on the balance sheet.

As one of the conditions of this and subsequent funding agreements, the directors provided their personal guarantee, a typical condition in these types of situations. However, the business was four years old and making steady progress. In that stage, the directors were aiming to raise Funding independently of personal guarantees.

Our solution

For a funder, this scenario is always a conundrum. To support this transition, we worked in partnership with two separate funders to present two independent solutions.

  • Solution One reduced the funding rate but required that personal guarantees would need to be maintained to reflect the fact that the risk had been reduced.
  • Solution Two confirmed an offer without personal guarantees. However, the rate remained at a higher level to cover the additional risk.

To achieve their goal of eliminating personal guarantees, the company chose Solution Two. As the business grows, the company will eventually be able to negotiate a lower rate.

The company was delighted with this choice as they could see a way forward in terms of managing this transition as the business moved into stage two of its evolution.

Funding Nav was able to connect the client with multiple options and set it on a path of growth and stability. From the initial buyout to the next stage of development, Funding Nav has been with this company every step of the way.

Case Study 3 - Telecoms to Money Transfer


We initially met the client through a recommendation from a trade exchange that we had previously advised. Revenue had been adversely affected by the increasing disruption facing the telecoms sector from free online communication platforms like Whatsapp and Skype. The client was running out of cash and seeking a new way of amortizing his most valuable asset, which was the customer database.

Our solution

Initially, we actioned a research and development tax reclaim as the company had invested a substantial amount over the last couple of years into its own digital platform. This resulted in a six-figure sum hitting their bank account in the nick of time.

We then worked with them on creating a new business model aimed at the same customers who were calling home and sending money home. We created a pitch and then raised a seven-figure sum from investors to launch the new business from the remains of the original entity.

Case Study 4 - Snacking On The Job


This company never actually became a client. They are an example of why impartial, external input is a crucial factor in deciding your strategy before saddling your company with debt or external shareholders.

The company manufactured snack foods at their own 30,000sqft factory. They ran the plant on a 24/7 operation, but the company was still loss-making.

Their solution was to get external investment so that they could expand their plant and sales team to grow the business to profitability.

Our solution

We performed a detailed review of their business, looking at the additional costs and benefits of them delivering on their plan.

We advised them not to invest further but instead to increase their prices by 10%, which would achieve the same goal but more quickly and more safely.

We didn’t charge for the advice because in our experience what comes around, goes around.

Stephen Sacks

I founded Funding Nav to be the advisor that I wished I would have had access to when I was running trading companies for 30 years.

My passion is helping entrepreneurs to realise their ambitions and of course my wife, four daughters and Barry the Pug.

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Alan Turner

I have spent the bulk of my career in the technology sector working initially for a couple of large IT systems manufacturers and latterly focussing on software and services. Having exited a software consultancy business in 1999 that I co-founded, I have indulged myself in the horse racing and breeding industry and continued to look for innovative tech businesses to work with and, on occasions, invest in as an angel. These days, as a Funding Nav Partner, I am mainly focussed on helping early stage and growth businesses improve their respective cash positions. When I’m not working, I enjoy cycling and walking.

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Jyoti Chandarana

I am an IT graduate with 30 years of business consulting experience in analysing, designing and implementing customer focussed solutions. My passion is helping businesses to achieve their potential.

Away from work I enjoy boxercise, running, tennis, yoga, painting and watching box sets.

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Mike Howard

I am lucky to possess a mixed and varied career encompassing Entrepreneurial Recruitment & Telecoms, Snr. Corporate Telecoms, Business Broking, SME’s and Mergers & Acquisitions. In the UK, North America and Australia.

It is this variety of experience that enables me to relate to most Business Owners situations, whatever size, and indeed I pride myself in identifying the ‘need’ that entrepreneurs look for in realising their ambitions.

Outside of work I enjoy travel, current affairs, and Chelsea F.C. And a glass of red.

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Shaffin Jaffer

I have over 35 years experience in owning and running businesses. By training I’m an engineer and by vocation an entrepreneur.

I enjoy playing tennis, squash and bridge.

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Oliver Codrington

Oliver Codrington is a non-practising Barrister, and also a Level 4 qualified Financial Advisor (Securities and Investments). An entrepreneur at heart Oliver has been advising founders and owners for two decades and owns and operates several ventures of his own. Passionate about small businesses and the important role they play in global economies, often overlooked and taken for granted by successive governments, Oliver will do all that he can to maximise growth opportunities and margin improvement, ultimately to ensure that a profitable exit is achievable.

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Edmund Hatsu

I am a seasoned Business Development Consultant, Company Systems and Finance Expert with over Fifteen (15) years of experience in management positions including owning and running businesses.

With extensive experience in the financial sector, I am passionate about empowering entrepreneurs and supporting their growth and sustainability by finding solutions to their company systems and funding challenges.

I am genuinely fervent in helping Start-ups and existing businesses especially in Africa to explore the HUGE opportunity Africa presents because Africa is the last BIG opportunity to see stellar growth as the continent modernises, leverages technology and industrialises.

I specialise in financing strategies for corporate and commercial enterprises in Africa and my role is to connect these enterprises to funders, investors, and acquirers. I am a Nature Tourist, and I also love to spend quality time with my adorable family when I am not working.

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Zandy Von Weichardt

As the Senior Manager of Operations at Funding Nav, I work closely with the CEO to optimise daily operations. My responsibilities include: strategic planning, operational efficiency, team management, financial analysis, risk management, client and partner relations, and decision making. I play a vital role in driving the company's growth and success.

I am an internationally certified Personal Trainer & Online coach through HFPA Academy and bodybuilding is my passion.

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Amber Geldenhuys

My role in the company is research and marketing with my top priority connecting with people. Having prior experience in hospitality and teaching English abroad I am definitely people oriented.

I enjoy going to the gym, I am currently studying personal training and I like to paint in my spare time.

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Imran Ashraf

Bio: With close to two decades of experience within the financial advisory sector, I bring a rich tapestry of expertise to Funding Nav. Throughout my career, I've served as a trusted advisor, offering bespoke and holistic financial guidance to a diverse clientele, encompassing both personal and business sectors. My advisory spectrum spans from mortgage and investment advice to pension planning and protection strategies, coupled with meticulous cash flow analysis that forms the cornerstone of my practice. This breadth of experience has equipped me with a nuanced understanding of financial dynamics and a keen insight into the intricacies of client needs, paving the way for a seamless transition into the role of a Partner with Funding Nav.

What sets me apart is not just my professional acumen, but also my deep-rooted commitment to understanding the unique needs and aspirations of each client. I take a holistic approach to financial management, meticulously analysing market trends, assessing risk factors, and exploring innovative funding avenues to tailor solutions that align with my clients' goals. My passion for empowering businesses to thrive extends beyond the boardroom, reflecting my personal ethos of excellence and integrity in everything I do.

Outside of the financial realm, I'm an avid traveler who finds inspiration in exploring new cultures and cuisines. My love for adventure is complemented by my dedication to fitness and wellness, often found hitting my home gym or embarking on outdoor excursions with my family. These personal interests not only keep me grounded but also fuel my creativity and resilience in tackling complex financial challenges.

I believe in the power of forging genuine connections and leveraging diverse experiences to unlock opportunities and drive meaningful change in the businesses I serve.

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