YFM Investment in Ohalo - Finomatic Consulting

About the companies

Ohalo

Ohalo creates order out of data chaos by using a tool called Data X-Ray, which is powered by Machine Learning and NLP. This helps organisations scan, discover, classify, and redact sensitive data from their unregulated, unstructured data sources, on-premise and in cloud. Ohalo identifies sensitive data and helps control access to that data both internally and externally.

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YFM Equity Partners

YFM Equity Partners (YFM) is an independent private equity company with over £730 million in assets under management. This includes venture capital trusts and private equity funds. They have been investing in small businesses since 1982 and typically invest £2-15m in: Growth Capital opportunities - helping commercially proven businesses scale up; and Buyout Capital opportunities - facilitating management buyouts and equity release situations.

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Our role

We acted on behalf of Ohalo to prepare for its funding round with YFM. This involved a deep dive into the company’s historical financial performance to calculate robust SaaS KPIs and create a detailed financial plan to support the investment case. This also involved transitioning the financials from cash to an accrual basis. Our bespoke solution will also enable Ohalo to maintain this level of detailed information going forward.

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Finomatic Consulting helped transition cash accounting records into robust SaaS KPIs, which streamlined the investment process. In addition to facilitating the fundraise, their solution is now in place to help run the business on an ongoing basis. This means that we have a solid reporting framework in place from day 1 of our investment. This means that our future board meetings will be focussing the growth strategy rather than verifying the data