Nexora Capital — Implementation Roadmap

The critical path and dependencies underpinning Nexora's implementation roadmap.

Nexora Capital Business PlanSection 20 › Implementation Roadmap

Section 20 · Business Plan

Implementation Roadmap

The critical path and dependencies underpinning Nexora’s implementation roadmap.

The 60-month roadmap sequences licensing, build, funding and market
entry with explicit dependencies. Three gates govern capital deployment:
Gate 1 (pilot performance at M16) releases the commercial-launch
marketing budget; Gate 2 (vintage performance and covenant compliance at
M22) triggers warehouse tranche 2; Gate 3 (Phase-2 unit economics at
M46) releases East-African entry and the tranche-3 upsize.

Figure 12
Figure 12: Implementation Gantt, milestones, timelines and dependencies

Critical Path and Dependencies

Milestone Target Depends on
Financial close (equity tranche 1) M6 Term sheet, DD, NCR application lodged
NCR & FSCA licences granted M9 Applications M3–M4; compliance build
Sponsor-bank/BaaS agreement signed M9 Dual-track negotiation from M3
Platform MVP complete M12 Core vendor selection M2; engineering hiring
Warehouse tranche 1 (R750m) available M13 Licences; first-loss equity in escrow; rating-agency pre-read
Pilot cohort (500 SMEs) complete M16 MVP; tranche 1; credit engine v1
Commercial launch (3 provinces) M18 Gate 1 pass
Warehouse tranche 2 (to R1.6bn) M28 Gate 2: vintage & covenant performance
Series B / mezzanine (first-loss gap) M40 FY2029 audited results; book >R1.2bn
Regional entry (Botswana, Namibia, Zambia) M48 Series B; local licences
Warehouse tranche 3 (to R4.4bn) + rated notes M54 Portfolio seasoning; agency rating
IPO-readiness complete M60 Three-year audited track record
ANALYST FINDING, The two dependencies that matter
most

(1) Warehouse tranche 1 gates everything: no senior facility, no
lending at scale, regardless of platform readiness. Term-sheet
engagement with two competing warehouse providers must begin at M6, not
after launch. (2) The M40 Series B is on the critical path for the
FY2030–31 book: without the additional first-loss capital, the
advance-rate arithmetic caps the book at roughly R4.1bn and FY2031
revenue and EBITDA underperform sponsor projections materially. Both
dependencies are surfaced in the funding section and priced into the
downside scenario.

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 Nexora Capital (Pty) Ltd.