SECTOR-05 // TECHNOLOGY & SCALE-UPS

Unit-Economics Review, Capital Readiness, Governance & Expansion Planning

We advise East African technology ventures, fintechs, B2B platforms, and high-growth scale-ups on commercial unit economics, investor-ready financial models, cap-table and corporate secretarial governance, due diligence preparation, and regional expansion.

Unit Economics & Cohort Modeling Investor Data Room & Financial Models Cap-Table & Governance Cleanup M&A & Regional Expansion Support
Unit-Economics Review, Capital Readiness, Governance & Expansion Planning SECTOR 05 // TECHNOLOGY & SCALE-UPS
CORP ID: WM-NRB-2018-ADV Unit Economics | Investor Data Room Readiness
CAC / LTV
Cohort & Unit-Economics Diagnostics
Runway
Burn-Rate & Scenario Cash Modeling
VDR
Series A/B & M&A Data Room Setup
BRS & Tax
Clean Cap-Table & eTIMS/WHT Hygiene
INSTITUTIONALIZING SCALE-UP GROWTH

Building the Financial, Tax and Governance Rigor Venture & Strategic Investors Demand

High-growth technology businesses in Kenya's 'Silicon Savannah' often scale product and user adoption rapidly—only to hit a wall during institutional Series A/B fundraising or strategic M&A due diligence when investors uncover unreconciled payment ledgers, informal contractor tax exposures, or messy multi-jurisdictional cap tables.

Wealth Matrix Limited helps founders and scale-up boards institutionalize their financial reporting, validate true unit economics, clean up Kenyan subsidiary governance and tax records, and build investor-ready Virtual Data Rooms.

Cohort Unit-Economics (CAC, LTV, Net Retention, Gross Margin) & Runway Modeling
Pre-Diligence Cleanup of KRA Digital/Withholding Taxes & BRS Cap-Tables
Boundary: No Promise of Funding, Valuation Multiples, or Investor Placement
Building the Financial, Tax and Governance Rigor Venture & Strategic Investors Demand
SCALE-UP CAPITAL & DILIGENCE READINESS // NAIROBI EST. 2018
SIX TECHNOLOGY & SCALE-UP WORKSTREAMS

How We Help Ventures Prepare for Scale, Diligence & Exit

Our technology sector practice focuses on six critical scale-up priorities.

SIX QUESTIONS VENTURE INVESTORS ASK

What Due Diligence Teams Scrutinize in East African Scale-Ups

Preparing your management team to answer institutional diligence questions with evidence.

TQS-01

01. Revenue Recognition & GMV vs. Net Revenue

Are gross transaction volumes (GMV) clearly separated from true earned net revenue and take-rates in the accounting ledger?

REVENUE QUALITY
TQS-02

02. Unit Economics & Path to Profitability

Does each new customer or transaction generate positive contribution margin after direct payment, logistics, and support costs?

CONTRIBUTION MARGIN
TQS-03

03. Cash Burn, Runway & FX Exposure

How many months of runway remain under conservative revenue assumptions, and how are USD vs. KES treasury balances matched?

RUNWAY CLARITY
TQS-04

04. Kenyan Subsidiary Tax & Transfer Pricing

Are cross-border software licensing or management fees between a foreign HoldCo (e.g., Delaware/Mauritius) and the Kenyan OpCo compliant with KRA rules?

HOLDCO / OPCO TAX
TQS-05

05. Corporate Records & IP Chain of Title

Are founder share allotments, SAFE/convertible note conversions, and developer IP assignments properly documented?

CLEAN CAP TABLE
TQS-06

06. Sector Licensing & Data Privacy

Where the business touches payments, lending, or personal data, are CBK, ODPC, or sector compliance requirements addressed with legal counsel?

REGULATORY FIT
SCALE-UP ADVISORY MATRIX

Deliverables, Scope & Professional Boundaries

Summary of Wealth Matrix support for technology ventures and scale-ups.

Output Code Scale-Up Deliverable Analytical Scope Target Use Case Boundary Note
TEC-01 Unit-Economics & Cohort Pack CAC, LTV, Churn, Take-Rate & Margin Audit Board Strategy & Investor Diligence Based on supplied system & GL data
TEC-02 60-Month Scale-Up Financial Model Dynamic 3-Statement + Runway & Hiring Model Series A/B Prep & Cash Governance Projections are scenarios, not guarantees
TEC-03 Vendor / Fundraising VDR Pack Indexed Data Room + Financial & Tax Q&A Pack Pre-Investment / Pre-M&A Readiness Does not guarantee funding or valuation
TEC-04 OpCo / HoldCo Tax Diagnostic KRA WHT, Digital Tax, PAYE & VAT Review Pre-Diligence Tax Remediation Formal opinions via tax counsel
TEC-05 Subsidiary Governance Cleanup Updated BRS Registers, Minutes & Compliance Investor Legal/Secretarial Diligence Legal deeds via external advocates
ADVISORY KNOWLEDGE BASE

Frequently Asked Governance & Mandate Questions

Clear answers regarding scope, confidentiality, fees, and professional boundaries at Wealth Matrix Limited.

No. Wealth Matrix does not act as a licensed placement agent or promise funding or valuation outcomes. Our role is to prepare your financial models, unit-economics evidence, tax compliance, and data room so your business can withstand rigorous investor due diligence.
Many startups raise funds through an offshore holding company (e.g., Delaware, UK, or Mauritius) and transfer funds to a Kenyan operating subsidiary without properly structuring inter-company loan/service agreements or remitting Withholding Tax on cross-border software/management fees. We help identify and regularize these issues early.
No. Our focus in the technology sector is strictly corporate finance, due diligence, tax, and governance advisory.
Use the form below or contact info@wealthmatrix.co.ke.
Prefer a direct conversation with our Westlands office? Call +254 799 000 595
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WEALTH MATRIX LIMITED

Accelerating Enterprise Growth & Sustaining Generational Wealth across Kenya and East Africa.

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