Selected work

Engagements and roles from across the firm. Some clients are described rather than named while we confirm permission.

20%+

From cash burn to EBITDA positive

Supplier, working capital and cost review for a growth company. Opex fell by more than 20% and the business turned EBITDA positive.

Lucidum Finance · Richard Yates

+10%

Margin recovered through pricing

P&L deep dive, rebuilt pricing structure and overhauled low-margin contracts. Gross margin up 10%.

Lucidum Finance · Richard Yates

1 seat

Finance lead for a UK technology company

Owns the three-statement forecast, annual budget and board pack, equity raise modelling, R&D tax claim and monthly accounting.

Lucidum Finance · Brendon Versfeld

4 tools

AI in the field for smallholder farmers

Yield estimation, farm location capture, a cocoa disease check and SMS reminders, in testing in Uganda, Vietnam and Côte d'Ivoire. Built with Vectruva.

Lucidum Intelligence · 2026

~15%

Contractor spend under control at CDW

A programme for about 500 contingent workers saved about 15% of a ZAR 500m annual spend. Hiring approvals rebuilt in Power Automate, from weeks to days.

CDW UK & International · Brendon Versfeld

12

Portfolio finance at Bloc Ventures

Owned the fund's forecast and valuation model, investor reporting and diligence, and restructured into venture equity and venture capital arms.

Bloc Ventures · Richard Yates

2×

Doubled gross asset value in five years

New-build residential, retail and industrial developments, each run from feasibility model and senior debt to delivery.

Austen Dundas Properties · Brendon Versfeld

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