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Optimization of Ownership & Capital

Matasigma combines the expertise of financial and capital market consultants with AI systems to help companies build a strong foundation of ownership and capital—ready to attract investors, execute strategic transactions such as M&A, and confidently move towards an IPO.


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What We Do

We help companies build a strong foundation of ownership and capital to access strategic capital, attract investors, and be ready to execute large transactions such as mergers & acquisitions (M&A) or initial public offerings (IPO).

Investors assess companies not only by their market potential but bythe quality of governance and the reliability of their data.Matasigma helps you build a solid foundation on four main pillars:

  1. Transparent & Managed Ownership: We use AI toautomate the mapping and verification of the entire ownership structure,, creating a single source of accurate and reliable data. This ensures that every investor question about who owns the shares, what percentage, and what rights they have can be answered instantly.
  2. Reliable Financial Reporting: Our AI analyzes historical financial reports and projections toidentify discrepancies, anomalies, and areas that need improvement,, ensuring your reports meet the standards expected by institutional investors.
  3. Proactive Tax Compliance: Our system continuously monitors current tax regulations andmaps compliance risks.based on your financial and operational data, ensuring there are no negative surprises during due diligence.
  4. Verified Operations: AI connects operational data (such as sales, costs, and efficiency) with financial data, so your claims of growth and profitabilityare supported by consistent and verifiable data evidence..

When companies begin to want to expand — opening branches, increasing production capacity, or entering new markets — the need for capital will increase. The challenge is: how to manage the combination of equity, loans, and new investors to remain healthy without sacrificing control excessively.

With the help of Agentic AI and our consultants, Matasigma assists:

  • Memetakan posisi permodalan saat ini: ekuitas, utang, kewajiban lain yang mirip modal
  • Menganalisis berbagai skenario pendanaan (misalnya tambahan pinjaman, investor minoritas, atau skema hybrid)
  • Menyusun struktur permodalan yang efisien dari sisi biaya modal serta risiko keuangan
  • Menyiapkan data dan dokumen yang dibutuhkan untuk proses due diligence calon investor

This approach helps companies:

  • Mengoptimalkan struktur modal sehingga biaya modal dapat turun, dan profitabilitas (misalnya ROE) berpotensi meningkat
  • Mengambil keputusan pendanaan yang lebih tenang, karena sudah melihat simulasi dampak terhadap kepemilikan dan kesehatan keuangan perusahaan

M&A transactions are not just about merging businesses, but also a strategic tool tooptimize ownership structure, access new capital, or achieve liquidity.. Matasigma supports you in various scenarios:

  • If you want to acquire: We help identify the most suitable targets, analyze potential financial and operational synergies, and simulate the impact of the transaction on your ownership structure and long-term financial performance.
  • If you want to be acquired:We help maximize company valuation by streamlining and simplifying ownership structure—eliminating ambiguities, resolving potential disputes, and ensuring all legal documents align with operational realities—so that prospective buyers receive a transparent, accurate, and low-risk picture.
  • If you are merging: We facilitate the process of uniting two entities by mapping and aligning ownership structure, voting rights, and post-merger decision-making mechanisms to ensure harmonious collaboration.

In all scenarios, our AI is used tosimulate various transaction models, project outcomes, and provide the necessary data for effective negotiations—ensuring you achieve the best results, both in terms of valuation, ownership structure, and long-term strategic goals.

Becoming a public company requires readiness across all fronts. We assist you in:

  • Evaluating organizational maturityby comparing your governance, financial, and operational practices against benchmarks of similar companies that have gone public—this process is accelerated by AI analyzing public data from hundreds of issuers.
  • Identifying and closing compliance gapswith capital market regulations through AI's automated mapping of the requirements of the Indonesia Stock Exchange (and other global exchanges), ensuring no requirements are overlooked.
  • Developing a transformation roadmapsupported by realistic performance projections, where AI simulates various growth scenarios based on historical data and market trends, making your plan feel credible and appealing to potential public shareholders.


Collaboration Model


Matasigma provides a flexible and tiered collaboration model to support companies at various stages of business development. The entire model is designed with one main principle:to help businesses become more organized, optimal, compliant, and ready for sustainable growth..

Through an artificial intelligence (AI)-based approach combined with professional expertise (human-in-the-loop), Matasigma not only provides services but builds partnerships that align with the readiness and business goals of clients. Each company can start from the most relevant foundation and then evolve to a more strategic partnership level as data maturity, management, and business vision increase.

Matasigma's collaboration model consists of three levels of partnership, which can be used as a business journey map from the foundation strengthening stage to growth acceleration and long-term value creation.


A. Operational Foundation Partnership

  1. Operational Foundation Partnership is an initial partnership form for companies that want to builda neat, compliant, and controlled business foundation..
  2. In this model, Matasigma acts as an AI-based operational partner that helps analyze and map business conditions while providing data and reports that are easy for management to understand. All AI analyses and recommendations are reviewed by professional experts to ensure accuracy, context, and regulatory compliance.
  3. This partnership is suitable for companies that want to gain clear business visibility, better management control, and readiness to move to the next optimization stage without adding to the burden of the internal team.

B. Performance Optimization Partnership

  1. The Performance Optimization Partnership is aimed at companies that have a solid foundation and wantto improve business performance in a measurable way..
  2. At this stage, Matasigma not only manages and monitors but also becomes an active partner in business optimization. A data-driven and AI-based approach is used to identify opportunities for cash flow improvement, cost efficiency, productivity, and revenue growth, with continuous performance monitoring.
  3. The uniqueness of this model lies inthe alignment of incentivesbetween Matasigma and the client, where part of the returns is based on the achievement of mutually agreed performance targets. This model is ideal for companies that are ready to be transparent, results-oriented, and want to grow with an objective and measurable approach.

C. Strategic Growth & Co‑Investment Partnership

  1. The Strategic Growth & Co‑Investment Partnership is the most strategic form of partnership at Matasigma, intended for companies that are ready to undertakegrowth acceleration and medium to long-term value creation..
  2. In this model, Matasigma acts as a strategic partner that supports the company in strengthening its structure. Partnerships are conducted selectively and based on governance readiness, data transparency, and the company's long-term vision.
  3. Matasigma's returns in this partnership can take the form of profit sharing, success fees, or certain co-investment schemes, ensuring that the interests of Matasigma and the client are truly aligned:healthy, sustainable, and high-value growth.

                                                                                                Learn More About the Partnership Model






Who We Serve


Our services are specifically designed for companies that are on their way to the next strategic stage:

  1. Startups & Fast-Growing Companies: Those with ownership structures (cap table) that become increasingly complex after funding rounds (Seed, Series A, etc.) and want to ensure readiness fordue diligenceas well as attract investors in the next round.
  2. Companies with Sales >Rp10 Billion Planning Expansion: Those that need a solid capital structure and governance to support expansion plans, whether through strategic funding, acquisitions, or organic growth.
  3. Companies Preparing for Corporate Actions (M&A/IPO): Those that ensure the entire ownership structure and company data are managed professionally, transparently, and ready for an intensivedue diligenceprocess, to maximize valuation during transactions.

Case Study

Client:PT. Sentosa Raya Tbk. (SRA)

Challenges:PT. Sentosa Raya Tbk., a leading consumer products manufacturing company that has long been listed on the Indonesia Stock Exchange, faces challenges in maintaining growth momentum and optimizing value for public shareholders. With a complex ownership structure involving institutional, retail, and foreign investors, as well as the need to continuously innovate and expand, PT. SRA requires advanced tools to:

  • Dynamically monitor and manage the post-IPO capital structure.
  • Identify opportunitiesfor value creationsustainably across various business lines (operations, finance, marketing, sales) that can enhance stock performance and attract new investors.
  • Ensure transparency of ownership data and strict regulatory compliance for public reporting and investor relations.
  • Evaluate the potential impact of strategic corporate actions such as acquisitions, divestitures, or the issuance of new shares on valuation and equity structure.

Solution:PT. Sentosa Raya Tbk. implements solutions to support the company's value optimization strategy and capital management as a public entity.

  • Conducting continuous mapping and monitoringof all ownership instruments andthe complex cap table,ensuring real-time data accuracyfor internal and external needs. untuk kebutuhan internal dan eksternal.
  • Collaborating with strategy consultant, Agentic AI to deeply analyze operational, financial, marketing, and sales data to identify areas that need optimization to drive improvements in profitability, efficiency, and competitiveness, which are at the core of the strategy of value creation and sustainability.
  • Facilitating internal improvements recommended by consultants, ensuring that business processes and data align with the goal of enhancing the company's value for public shareholders.
  • Providing scenario simulations for various corporate actions (e.g., issuance ofrights issue, subsidiary acquisitions) with accurate projections of the impact on ownership structure and stock valuation.
  • Presenting transparent and structured ownership information to support investor information needs, annual reports, and capital market regulatory requirements.

Results: 

  • Achieving more efficient and proactive capital structure management, enabling quick decision-making in response to market dynamics.
  • Thanks toinsightfrom Agentic AI, PT. SRA successfully identified and implemented optimization initiatives across various business functions, which directly contributed to improvements in key performance metrics and the perception of the company's value in the eyes of investors.
  • Enhancing transparency and accuracy of ownership data, strengthening investor confidence and facilitating compliance with reporting obligations to regulators and the public.
  • Having strong analytical capabilities to evaluate and plan future corporate actions, ensuring that each strategic step provides maximum value for shareholders.





How to Start

The Matasigma work process is designed as a measurable outsourced service, ensuring you only pay for the results you achieve. Here are the stages:

    1. Log in to your Matasigma account. If you do not have an account, you can create a Matasigma account first
    2. Upload Requirements or Create TOR:Start by uploading your requirements document or create a Terms of Reference (TOR) directly on our smart platform.
    3. AI Assistance in Creating ToR: Utilize Matasigma AI to develop a comprehensive and targeted ToR.
    4. Get Price Quotes: Receive competitive and transparent price offers.
    5. Approve and Start: Approve the offer, and our team of experts is ready to assist.




FAQ

1. What does this service actually help with?

This service helps companies streamline ownership structures, organize capital, and prepare the business for attracting investors, corporate actions, or long-term plans (such as future M&A and IPOs).

Practically, we:

  • Re-mapping ownership (owners, family, partners, key employees, investors)
  • Optimizing capital structure (equity, loans, other instruments)
  • Developing funding and fundraising strategies
  • Preparing the foundation of governance and data for potential investors or corporate actions

2. What is the difference between this service and regular financial consulting services?

In addition to a team of financial and corporate experts, Matasigma uses an AI system (Agentic AI) to:

  • Map ownership and capital structure more quickly and accurately
  • Simulate various funding scenarios, ownership dilution, and their impact on financial performance
  • Generate reports and analyses in hours, not days

Thus, companies gain strategic insights from consultants, along with the speed and depth of data-driven analysis.

3. Is this service only for companies looking to IPO?

Tidak. Banyak perusahaan yang menggunakan layanan ini justru belum berencana IPO dalam waktu dekat, tetapi ingin N/A:

  • Streamlining ownership, capital, and governance
  • Preparing for long-term options: attracting investors, mergers, selling partial shares
  • Only considering an IPO when the conditions are right

Good preparation of structure and capital will help in all these scenarios, not just IPO.

4. How much does Matasigma's service cost?

Costs depend on:

  • The complexity of the ownership and capital structure
  • The scope of work (only mapping & recommendations, or up to corporate action assistance)
  • The extent of AI Agent utilization in the analysis process

Price estimates will be provided after the needs are input through the platform and analyzed by Matasigma's AI-based Analyst.

5. How long does the implementation process usually take?

Implementation time varies depending on:

  • The size and complexity of the company
  • The completeness of the available data
  • The agreed scope of assistance

The use of AI helps speed up the analysis and report preparation process, making the overall project run more efficiently.

6. Can the Matasigma Platform be integrated with existing systems in the company?

Yes. Matasigma is designed to be integrated with various systems already used by the company. The team will conduct an assessment first to ensure a smooth integration.

7. What are the technical terms in the service pillars, and what do they mean in simple terms?

Some technical terms that often appear in Matasigma's service explanations and their practical meanings:

  1. ESOP (Employee Stock Ownership Plan)

    A program where key employees are given the opportunity to own a "share" in the company, usually in the form of stock or the right to purchase stock at a certain price. The goal is to bind employees long-term and align their interests with those of the owners.

  2. Vesting & Exercise (in ESOP)

    • Vesting: the ownership rights to shares are granted gradually after the employee has worked for a certain period or achieved certain targets.
    • Exercise: when the employee actually uses their right to buy or receive shares according to the agreement.
      The Matasigma platform automates calculations and record-keeping, so there is no need for manual management.
  3. Capital Structure

    The composition of a company's capital sources: how much comes from owner equity, how much from loans (debt), and how much from other instruments (e.g., bonds, convertibles, etc.). Matasigma helps organize this composition to ensure it is healthy, with lower capital costs and controlled financial risks.

  4. M&A (Mergers & Acquisitions)

    • Merger: the combination of two companies into one.
    • Acquisition: the takeover of one company by another (buying shares or assets).
      Matasigma uses Agentic AI to map ownership structures, calculate the financial impact of various M&A scenarios, and prepare data for the due diligence process.
  5. Due Diligence

    The process of thorough examination by potential investors or buyers (e.g., during M&A or IPO) of the financial, legal, operational, and ownership conditions of a company. Matasigma's services help prepare data that is organized, transparent, and easy to review.

  6. Fundraising

    The process of seeking and obtaining capital from external parties (e.g., investors, funds, or financial institutions) to support business growth. Matasigma's Agentic AI analyzes the funding landscape, finds suitable types of investors, and simulates optimal funding structures to minimize ownership dilution.

  7. Equity Dilution

    The decrease in the percentage of ownership of existing shareholders when the company issues new shares for investors or other programs. Matasigma's services help simulate funding scenarios so that owners can see the impact of dilution from the start and choose the safest scheme.

  8. IPO (Initial Public Offering)

    The process when a company sells shares to the public and is listed on the stock exchange. Matasigma's services assist from mapping the organizational structure and governance, improving profitability before the IPO, to reducing the compliance gap with stock exchange regulations.

This technical explanation can be further shortened for the web version, if necessary.

8. How secure is my company's ownership and financial data?

Ownership and financial data are very sensitive information. Matasigma implements strict data security standards and access control arrangements. Details of the security mechanisms and non-disclosure agreements (NDAs) can be discussed before collaboration begins.

9. What support is available after implementation?

Matasigma provides post-implementation support in the form of:

  • Technical support
  • Platform usage assistance
  • Access to the support team via phone, email, and online support portal