Timtony

Services

Safeguarding capital before it is deployed.

Two practices — TMT and public and social infrastructure — united by one mandate: an independent governance layer that exposes the hidden overruns and vulnerabilities in complex CapEx portfolios before commitments are made.

TMT

We quantify demand, capex, ARPU and regulatory outcomes as distributions — not point estimates — so operators and digital-infrastructure investors can price adoption risk, spectrum timing and competitive response before committing capital.

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Strategy

Monte Carlo scenario models for portfolio, capex sequencing and monetisation under demand and regulatory uncertainty.

Enterprise 5G

Anchor-vertical demand simulated across adoption curves, price elasticity and competitive entry.

Market entry

Entry cases stress-tested against FX, currency devaluation, spectrum delay and anchor-tenant slippage.

Commercial model

Unit economics rebuilt as probability distributions lenders and boards can underwrite.

Public and Social Infrastructure

We price the political, fiscal and delivery risks that decide whether public programmes land — regulatory delay, tariff revision, donor disbursement gates and institutional capacity — as quantified scenarios governments and lenders can both defend.

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Wholesale strategy

Open-access pricing and demand simulated across retail-ISP and enterprise take-up scenarios.

Programme design

Delivery, funding and institutional risk quantified as gate-level probability distributions.

Regulatory advisory

Tariff, licensing and consultation outcomes modelled for economic impact across policy cycles.

Donor & PPP structuring

Blended-capital structures stress-tested against FX, sovereign and disbursement risk.

Construction & Major Projects

We rebuild cost and schedule from the bottom up as probability distributions — pricing inflation pass-through, FX exposure on imported plant, permit and interface delay — so authorities, EPCs and lenders see the same downside scenario before financial close.

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Capex & schedule stress-test

Bottom-up cost and schedule rebuilt as Monte Carlo distributions, not single-point forecasts.

Commercial model

Risk allocation across authority, EPC and lenders priced under inflation, FX and delay scenarios.

Programme design

Sequence major-project delivery around funding, permit and site-risk gates.

Investor positioning

Independent scenario read the board and lender syndicate can underwrite.

Mining & Metals

We simulate expansion and feasibility cases across commodity-price paths, grade risk, FX and country risk — pricing sovereign, fiscal-regime and community factors that spreadsheet NPVs quietly ignore.

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Capital review

Independent review of feasibility and expansion cases across commodity-price and grade distributions.

Commercial model

Offtake, tolling and EPC risk allocation stress-tested against real productivity and FX data.

Strategy

Portfolio, sequencing and country-risk choices modelled under commodity and fiscal-regime uncertainty.

Investor positioning

Board narrative built on downside scenarios that can be defended in diligence.

Healthcare & Life Sciences

We quantify demand, unit-cost inflation, donor-disbursement risk and institutional capacity behind national health programmes and digital public goods — so ministries and financiers can see where scale-up actually breaks.

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Programme design

National digital health programmes sized against demand, capacity and disbursement scenarios.

Operating model

Institutional design across ministry, insurance fund and providers under capacity constraints.

Donor & PPP structuring

Blended financing stress-tested against FX, sovereign and donor-cycle risk.

Regulatory advisory

Data, identity and reimbursement frameworks modelled across political cycles.

Oil, Gas & Energy

We integrate upstream, midstream and tariff economics under price, FX and sovereign-support scenarios — sizing regulatory delay, offtake and currency devaluation risk before lenders and rating agencies do.

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Bankability review

Integrated upstream, midstream and tariff economics simulated across FX, price and offtake scenarios.

Commercial model

Offtake, tolling and sovereign support aligned into a structure lenders can sign under downside cases.

Regulatory advisory

Tariff, licensing and sovereign-support design that clears rating-agency scrutiny.

Donor & PPP structuring

Blended capital for gas-to-power, interconnectors and transition assets, priced for FX and delay.

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