Who We Are

We're capital allocation specialists who believe every dollar should work harder. Since 2018, we've been helping Australian businesses make smarter financial decisions.

Our Story

It started with a simple observation. Too many businesses were parking cash in low-yield accounts while missing opportunities to grow. We saw companies with healthy revenues struggling because their capital wasn't aligned with their goals.

That's when we decided to focus exclusively on capital allocation. Not general financial advice or cookie-cutter investment strategies. Just clear, practical guidance on how to deploy your business resources for maximum impact.

What began as a two-person consultancy has grown into a specialized team that's helped over 200 Australian businesses optimize their capital structure. We've learned that the best financial strategies aren't the most complex ones – they're the ones that actually get implemented.

Modern office workspace showcasing professional financial planning environment

Meet Our Team

Raven Blackwood

Senior Capital Strategist

Raven brings fifteen years of experience helping mid-market companies restructure their capital allocation. She specializes in growth-stage businesses looking to scale efficiently without overleveraging.

Our team combines deep financial expertise with practical business experience. We've worked across industries from mining to tech startups, and we understand that capital allocation isn't just about numbers – it's about supporting your business vision with the right financial structure.

What Drives Us

Every decision we make is guided by these core principles that have shaped our approach since day one.

Clarity Over Complexity

Financial strategies should be understandable. We break down complex allocation decisions into clear, actionable steps that make sense for your specific situation.

Long-term Thinking

Quick fixes rarely create lasting value. We focus on building capital structures that support your business goals for years, not quarters.

Practical Implementation

The best strategy is worthless if it sits on a shelf. We work with you to implement changes in manageable phases that fit your operational reality.

Australian Context

Tax implications, regulatory requirements, and market conditions matter. Our strategies are built specifically for the Australian business environment.

How We Work

Our process is designed around getting you real results, not endless analysis. Here's how we typically engage with clients.

Current State Assessment

We start by understanding where your capital is currently allocated and how it's performing. This includes cash holdings, debt structure, and any existing investments or reserves.

Goal Alignment

Your capital structure should support your business objectives. We work with you to identify priorities and map financial resources to strategic goals.

Strategy Development

Based on your specific situation, we develop recommendations for optimizing capital allocation. This might include debt restructuring, investment rebalancing, or cash management improvements.

Implementation Support

We help you execute the strategy, working with your existing advisors and handling the technical details. Regular check-ins ensure everything stays on track.

Financial planning session with charts and documents spread across a conference table

Business meeting discussion focused on strategic capital allocation planning

Ready to Optimize Your Capital?

Let's discuss how better capital allocation could support your business goals. We offer a straightforward initial consultation to explore what might be possible.

Start the Conversation