BorealysAdvisory
The five solutions

Services, and a promise.

High-quality, tailored support built on trust, efficiency and actionable, high-value deliverables.

01/

Better serve and finance SMEs

Challenge

Grow market share in the SME segment, profitably and inclusively, with risks under control.

Our services

Strategy and market

  • Market analysis

    Sector study, segment sizing, portfolio and exposure analysis.

  • Client value proposition

    For SMEs, microfinance and insurance.

  • Planning and transformation

    Strategic plan, transformation projects, oversight of their execution.

Implementation

  • SME credit and financing

    Advisory and technical assistance with a gender-sensitive approach. Cash-flow / mezzanine methodology. Training for risk and sales teams.

  • Governance

    Developing policy frameworks, supporting governance bodies.

  • Credit policies and procedures

    Improving lending, portfolio management, monitoring and collection processes.

  • Products and client acquisition

    Improving client journeys, distribution channels and cross-selling, product development and KPI tracking.

  • Impact investing

    Designing and deploying impact investment instruments that serve SMEs.

An SME offer that sells, is granted, and is monitored the same way across the whole network.

Let’s talk about your SME portfolio
Cross-cutting expertise

Three areas of expertise feed all five solutions.

They can be built into any mandate to generate impact.

  • Gender, ESG, and financial inclusion

    From intention to impact: practices built into day-to-day operations and measured results.

  • Communication, sales, and marketing

    A clear strategy and effective materials, so your offer is understood and chosen.

  • Business law and taxation

    Canadian and international frameworks, mobilized through our network of partner professionals.

Contact

Your next strategic step deserves the right partner.

Get in touch. An expert from our seasoned team will be ready to listen and support you from the roots to the summit.

Let’s talk about your project