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Investment & holdings management

Holding-company structure, consolidated reporting and oversight across several operating entities — the discipline that makes a group legible to the people funding it.

Group structureConsolidated reportingGovernance
The problem

Three entities, four spreadsheets, no position.

Mining groups accumulate entities faster than they accumulate reporting. A licence-holding company here, an operating company there, an equipment entity somewhere convenient — and no single place where the group's actual position can be read.

This service puts that structure in order and keeps it there: entity register, intercompany positions, consolidated reporting in a stated presentation currency, and a governance calendar covering every entity's statutory obligations.

It runs on Najd Office, which we built for exactly this reason and use ourselves. The system is included in the engagement rather than sold alongside it.

Entity register and group structure
Consolidated multi-currency reporting
Intercompany positions tracked
Governance and filing calendar
Najd Office — consolidated position across entities, currencies and sites
Najd Office — consolidated position across entities, currencies and sites
Scope

What is administered.

The point is a single, current, defensible position — the thing a lender or an incoming partner asks for first and groups most often cannot produce.

Entity registerEvery company, its jurisdiction, its officers, its filings and its licences, in one register that is actually maintained.
Consolidated reportingGroup position in a stated presentation currency, with the rate policy written down and the rate frozen at approval.
IntercompanyLoans, recharges and equipment cross-charges tracked, so the consolidation does not have to be reconstructed each year.
Budget and spendApproved budgets against actual spend by entity and by project, read from live data rather than assembled monthly.
Governance calendarStatutory filings, board dates and licence obligations across every entity, counted down.
Document vaultConstitutional documents, licences, contracts and resolutions, encrypted, indexed and retrievable.
Engagement

Establish, then run.

The first ninety days are the hard part: getting the true position established. After that it is maintenance.

01

Map

Every entity, holding, officer and obligation, verified against the registries rather than against the file.

02

Establish

Opening positions agreed, intercompany reconciled, and the rate and consolidation policy written down.

03

Systemise

Structure loaded into Najd Office with roles, approvals and the governance calendar live.

04

Report

Monthly consolidated pack and a standing dashboard the board can read without asking for it.

Terms

The commercial detail.

Stated here so that the first conversation can be about the work rather than about how we charge for it.

ItemDetail
BasisAnnual retainer scaled to the number of entities
SystemNajd Office included — hosting, updates and support
CurrenciesMulti-currency with a stated presentation currency; rate frozen at approval
ReportingMonthly consolidated pack plus a live dashboard
Not includedStatutory audit and tax filing, which stay with your auditors and advisers
AccessRole-based, with board-level read access as standard
Questions

Asked often enough.

Do you replace our accountants?

No. We produce the management position and keep the structure in order; the statutory audit and tax work stay with your auditors, who generally find this arrangement makes their job faster.

What if our records are in poor shape?

That is the usual starting point. The mapping stage establishes what is verifiable and what is not, in writing, before anything is presented as a group position.

Is Najd Office mandatory?

In practice yes, because the reporting depends on the data living somewhere structured. It is included in the retainer, not charged separately.

Can the board see it directly?

Yes. Board-level read access is standard, which removes the delay between asking for a number and receiving one.

Next step

Get a single position.

Tell us how many entities there are and in which jurisdictions. We will scope the mapping stage, price the retainer, and be straight about how long the first ninety days will take.

What we need from you
Number of entities and jurisdictions
Current reporting arrangements
Presentation currency
Who the reporting is for