
Richard Yates
Co-founder · CA(SA) · CFA Level III candidateB.Com Accounting, UCT
NetSuite · Xero · Workday
richard@lucidumfin.com
linkedin.com/in/richard-yates-a887514b
More than 15 years leading finance teams and the cash cycle of complex, international technology companies. Richard takes ownership of the full finance function, from audit, tax and treasury to the board pack, and builds it to close quickly with a lean team.
12funding rounds led
+10%client gross margin
20%+Opex cut to EBITDA positive
2026 – now
Co-founder and Director, LucidumFractional CFO for portfolio companies: cash flow, R&D tax refunds, billing engine and KPIs, investor and board reporting.
2021 – 2025
Finance Director, Bloc VenturesFund forecast and valuation model, diligence on new investments, HNWI investor reporting, capital raises, restructuring into VE and VC arms.
2018 – 2021
FinOps Manager, Condeco GroupGlobal, 500 staff. M&A data rooms, NetSuite consolidation, new operating team in India.
2015 – 2018
Advisory Manager, Moore Stephens South AfricaFinancial due diligence, valuations, IPO reporting accountant.