Financing Services
At Financial Keepers, we understand that access to financing is crucial for the growth and success of your business. Our dedicated Financing Business Unit is here to provide you with tailored solutions that meet your specific needs.
WHAT WE DO
We deliver expert customized financing solutions to develop and strengthen your business at every stage.
Navigating the financial landscape can be challenging. Whether you’re looking to expand your operations, manage cash flow, or finance new projects, our team at Financial Keepers offers expert guidance and support. We work closely with you to understand your business objectives and craft financing strategies that align with your goals.
OUR SERVICES
Boost Your Business with
Tailored Financing Solutions
Our approach is rooted in deep industry knowledge and a commitment to excellence, ensuring that your business is safeguarded against potential risks with the most effective insurance strategies.
Financing Advisory
We provide comprehensive advisory services to help you secure the best financing options available. Our experts will assist you in preparing your financial documents, crafting compelling credit memos, and guiding you through the complex process of obtaining financing.
- Credit Memo Preparation: Detailed and structured credit memos that highlight your business strengths and financial viability.
- Document Preparation & Submission: Assistance in assembling and submitting all necessary documentation to potential lenders.
- Interim Credit Officer Services: We offer interim credit officers to help you manage and streamline your financing processes.
Financing Brokerage
Our brokerage services are designed to connect you with the right financing partners. We leverage our extensive network of institutional and private lenders to find the best terms for your business.
- Success-Based Financing: We operate on a success-fee basis, ensuring that we only succeed when you do.
- Tailored Financing Solutions: Custom solutions that cater to the unique needs of your business, from short-term loans to long-term financing strategies.
Lead Generation for Financing Opportunities
We actively generate leads for financing opportunities, helping your business tap into new sources of capital.
- Business Acquisition Leads: Gain access to opportunities for business acquisitions and mergers.
- Audit and Compliance Leads: Explore financing options linked to your audit and compliance needs.
- Risk Management and Digitalization Leads: Financing leads specifically tailored to support your business’s risk management and digitalization efforts.
GET IN TOUCH
Credit Solutions
- Credit Memo Preparation
- Document Preparation & Submission to Lenders
- Interim Credit Officer Services
Basic Pack
GET A QUOTE
Detailed and structured credit memos that highlight your business strengths and financial viability.
Onboarding
- Basic questionnaire
- Collection of corporate documents (identity card, UBO, shareholders, etc.)
- KYC verification and Compliance analysis
- Quick creditworthiness check and preliminary financial assessment
Light Pack
GET A QUOTE
Assistance in assembling and submitting all necessary documentation to potential lenders.
Credit Memo Preparation
- Detailed financial analysis
- Analysis of the company's structure and operations
- Description of cash flows
- Brief market analysis
- Credit Memo drafting
Premium Pack
GET A QUOTE
We offer interim credit officers to help you manage and streamline your financing processes.
Financing File Preparation
- Identification of one or more Lender(s)
- Contact and preparation of the complete credit file
- Negotiation of credit line terms
HOW WE MAKE IT POSSIBLE ?
Expertise and Experience
Our team at Financial Keepers is composed of seasoned financial experts who excel in comprehensive financial analysis, as demonstrated by our meticulous approach to client onboarding and credit memo preparation. From detailed financial analysis and market evaluations to the precise drafting of Credit Memos, we ensure that every aspect of your financing needs is addressed with the utmost competence.
Personalized Approach
We understand that every business has unique financial requirements. That’s why we begin our process with a thorough understanding of your internal and external needs, as outlined in our detailed onboarding procedures. Whether it’s evaluating your working capital requirements or analyzing specific financing requests, we tailor our services to align perfectly with your business goals.
Extensive Network
Our ability to identify and connect with the right lenders is supported by our established relationships across a broad spectrum of institutional and private lenders. This is evident in our financing file preparation process, where we identify potential lenders, prepare comprehensive credit files, and negotiate terms that are in your best interest.
Transparency and Integrity
At Financial Keepers, we prioritize transparency in every step of the financing process. Our compliance checks, KYC verifications, and detailed client communications ensure that you are fully informed and confident in every decision made. Our rigorous process, from creditworthiness checks to the finalization of credit applications, reflects our commitment to integrity and ethical business practices.
Other Services
Accounting Outsourcing
Streamline Financial operations with our dedicated outsourcing services for efficient business management
Payroll Administration
Simplify HR complexities with our comprehensive payroll and administrative management
Tax & Legal Advisory
Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures
Business Administration
Benefit from business administration services designed to support every stage of your company’s life cycle
Corporate Advisory
Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis
Human Ressources Outsourcing
Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company
Financing Advisory
Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs
Operational Excellence
Optimize your internal processes through our specialized auditing and operational improvements
Financial Audits
& Special Reports
Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services
Risk Management
Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks
TAILOR-MADE SUPPORT
At Financial Keepers SA, we pride ourselves on our broad expertise across numerous market segments, offering tailor-made solutions with distinct value. Our approach is meticulously crafted to align with the unique dynamics of each sector we serve. We focus on understanding the specific challenges and potential of every client, ensuring that our services are not just solutions, but catalysts for growth and success, uniquely adapted to the diverse landscapes of the business world.
Your contact person
Alexandre Currit
Executive Director
M. Currit, Executive Director, brings over 20 years of experience in institutional credit and private equity funds. He has held key positions at institutions such as BCGE, BCP, Hinduja Bank, and Arab Bank, and served as a regional head for sub-Saharan Africa at a private equity fund. With a strong entrepreneurial mindset, Alexandre has led numerous projects in Swiss financial institutions and built a solid network in the financial and alternative financing sectors.