At Kaizen Consulting, we recently supported a company in the energy sector at a pivotal stage in its evolution: the development and international expansion of a new line of AI-based technological solutions for solar energy management and storage. This case illustrates how specialized financial advisory can be instrumental in consolidating a growth strategy within a demanding and highly competitive environment such as renewable energy.
A Decade of Experience and a Forward-Looking Vision
With over ten years of experience in the design, manufacturing, and distribution of electrical and electronic equipment for renewable energy projects, the company has been a pioneer in the development of advanced solar storage systems capable of optimizing energy consumption through artificial intelligence.
After years of consolidating its presence in the domestic market, the management team decided to take the next step: transforming its business model by investing in proprietary software development, diversifying product lines, and entering new international markets, particularly the United States and Chile.
An Ambitious Growth Plan
The expansion project is built around three fundamental pillars:
- Technological innovation, through the development of high-performance, scalable energy storage systems integrating artificial intelligence and electric vehicle charging capabilities.
- Internationalization, with active operations in the United States—where the product has obtained certification and completed its first installations—and in Chile, through distribution agreements with key players in the local energy sector.
- Diversification, by launching new business lines targeting residential, industrial, and utility markets, with expectations of exponential growth in the coming years.
The Financial Challenge
Despite its strong potential and solid outlook, the company faced a common challenge in accelerated expansion processes: the need to strengthen its working capital in order to meet growing demand, particularly in a context where international operations and payment terms can put pressure on liquidity.
The company primarily manufactures in Spain, works with suppliers in Asia, and serves clients with average payment terms of 60 days. Available confirming facilities were limited, restricting its ability to finance purchases and maintain a stable cash flow.
The Solution: A Factoring Facility Tailored to Its Needs
After analyzing its financial structure and liquidity requirements, Kaizen Consulting structured a €500,000 notified recourse factoring facility.
This operation enables the company to advance the collection of outstanding invoices, thereby improving cash flow and reinforcing its operational capacity without the need to provide additional guarantees beyond the assignment of trade receivables.
It is a bespoke solution, specifically designed to address the seasonality of the business and the typical production and sales cycles within the energy sector, ensuring operational continuity and supporting the execution of the international expansion plan.
Results: Flexible Financing for Sustainable Growth
Thanks to this transaction, the company has optimized its working capital, maintained the stability of its supply chain, and moved forward with confidence in its internationalization strategy.
This case demonstrates how strategic, agile financing tailored to a company’s specific circumstances can make the difference between slowing growth and driving it sustainably.
At Kaizen Consulting, we believe every financing operation should serve as a lever for development. Our commitment is to support companies at key moments in their journey, providing vision, structure, and financial solutions that enable growth—even in complex environments.
