National Recovery & Mobility Services — Implementation Roadmap

The roadmap overview, phase-by-phase milestones from setup to national scale, and the critical dependencies and go/no-go gates.

National Recovery & Mobility Services Business PlanSection 10 › Implementation Roadmap

Section 10 · Business Plan

Implementation Roadmap

The roadmap overview, phase-by-phase milestones from setup to national scale, and the critical dependencies and go/no-go gates.

10.1 Roadmap Overview

The implementation roadmap covers the 36-month period from financial
close through achievement of national footprint and exit readiness. The
plan is sequenced into six phases, each with specific milestones,
critical dependencies, and go/no-go decision points. The phases are
designed to release capex progressively — approximately R22m in the
first 12 months, R14m in months 13–24, and R9m in months 25–36 —
allowing investors to withhold or redirect follow-on commitments if
operational milestones slip.

Figure 10.1
Figure 10.1 — 36-month implementation Gantt chart showing critical activities, phases, and dependencies

10.2 Phase-by-Phase Milestones

Phase 0 — Setup (Months 0–3)

  • Company registration and commencement of CIPC & SARS
    processes
  • Capital close: equity and senior debt signed and drawn
  • CEO, COO and CFO appointed and onboarded
  • Gauteng yard site identified, lease negotiated and fit-out
    commenced
  • First tranche of 10 trucks ordered from OEM partners

Phase 1 — Build (Months 2–8)

  • Initial 10 trucks delivered, equipped, branded and on the
    road
  • Driver intake of 14 drivers trained and deployed
  • Dispatch technology MVP launched and integrated with
    telematics
  • Provincial operator permits issued for Gauteng
  • First insurer SLA signed and production-live

Phase 2 — Gauteng Scale (Months 4–13)

  • Second tranche of 15 trucks delivered; Gauteng fleet reaches
    25
  • Gauteng commercial launch with press and customer events
  • Western Cape and KZN yard sites secured and fit-out
    commenced
  • Second major insurer SLA signed
  • First fleet-operator contract signed (minimum 200
    vehicles)

Phase 3 — Coastal Expansion (Months 12–19)

  • Third tranche of 20 trucks delivered; total fleet reaches
    45
  • Western Cape and KZN operational launches
  • Municipal tender won in at least one major metro (JHB, eThekwini
    or Cape Town)
  • AI-enabled dispatch v2 released to production
  • Retail mobile app launched to public

Phase 4 — National (Months 20–30)

  • Fourth tranche of 30 trucks delivered; national fleet reaches
    74
  • Eastern Cape and Free State yards operational
  • Brand & retail app marketing campaign launched
  • National insurer SLA coverage across all Big 5 insurers

Phase 5 — Exit Readiness (Months 28–36)

  • Pilot M&A roll-up of one sub-scale provincial
    operator
  • Audit & internal controls upgrade to listed-company
    standard
  • Series B preparation or strategic sale process commenced
  • Management succession and bench-strength review
    completed

10.3 Critical Dependencies & Go/No-Go Gates

Three formal go/no-go gates govern the release of follow-on capital
and the progression between phases. At each gate, an independent
operational and financial review is conducted, the board receives a
detailed readiness report, and the decision to proceed (or adjust) is
formally ratified.

Gate Timing Pass Criteria Consequence of Fail
Gate 1 Month 6 At least one insurer SLA live; fleet of 10 at >60% utilisation; no material regulatory findings Pause Phase 1 tranche 2 procurement; operational review
Gate 2 Month 13 Two insurer SLAs live; Gauteng break-even achieved; Western Cape yard secured Delay coastal expansion by 3–6 months
Gate 3 Month 25 National brand established; 3rd and 4th insurer SLAs signed; EBITDA margin >22% Slow national expansion; focus on unit-economics optimisation

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of National Recovery & Mobility Services (NRMS).