Case Studies

  • Engagement Type: R&D Advisory & Financing
    Scope of Work:
    Supported an ASX-listed company in securing over $14 million in R&D funds to drive innovation in mineral extraction and sustainability practices.
    Outcome/Impact:
    Enabled critical technological advancements and improved environmental outcomes.
    Key Highlights:

    • Secured >$14M in non-dilutive funding

    • Supported adoption of advanced extraction technologies

    • Strengthened company’s ESG profile

  • Engagement Type: Commercialisation Strategy, R&D Structuring, Market Entry Support
    Scope of Work:
    Overlander Capital supported the Australian expansion of a UK-based clean tech company developing a retrofit hydrogen fuel enhancement system aimed at reducing diesel usage in heavy vehicles. Our role extended beyond R&D advisory to include establishing operational infrastructure, engaging commercial trial partners, and fast-tracking product validation in real-world conditions.
    Outcome/Impact:
    Accelerated development timelines, secured a strategic trial partner in Western Australia, and laid the foundation for scalable commercial rollout across the mining and logistics sectors.
    Key Highlights:

    • Secured $3.2M in R&D-linked funding

    • Led the Australian corporate restructure and operational setup

    • Provided ongoing advisory and coordination support alongside the Australian operations team

    • Negotiated and secured a cornerstone trial partner to validate technology on-road

    • Coordinated with local engineers and stakeholders to expedite system integration

    • Provided ongoing strategic, financial, and R&D compliance support

  • Engagement Type: R&D Application & Funding
    Scope of Work:
    Facilitated R&D claims across FY22, FY23 & FY24, supporting the development of logistics optimisation software.
    Outcome/Impact:
    Funding backed technical development and commercialisation.
    Key Highlights:

    • $1.4M total secured (initial $667K)

    • Improved operational efficiency

    • Supported cost-reduction tech development

  • Engagement Type: Structural Review & R&D Advisory
    Scope of Work:
    Reviewed financial and corporate structure for a global platform introducing tokenised mineral investments.
    Outcome/Impact:
    Ongoing advisory supports R&D compliance and platform innovation.
    Key Highlights:

    • $1.1M in R&D claims

    • Complex project structuring

    • Annual R&D claim engagement

  • Engagement Type: R&D Eligibility Review & Application
    Scope of Work:
    Worked with a vehicle manufacturer on prototyping a low-emissions, sustainable off-road vehicle.
    Outcome/Impact:
    Supported the claim and documentation for FY23 R&D.
    Key Highlights:

    • $750K in R&D claims

    • Focus on sustainability and emissions reduction

    • Use of novel materials in vehicle development

  • Engagement Type: Commercialisation Advisory, Market Entry, R&D Structuring
    Scope of Work:
    Overlander Capital was engaged on a success-only basis to support a hydrogen retrofit technology company aiming to reduce diesel fuel consumption and emissions in heavy vehicles. Our work extended well beyond R&D structuring — we directly assisted with commercialisation planning, connected the company with trial partners, and developed strategic marketing collateral to support both capital raising and customer acquisition.
    Outcome/Impact:
    Enabled rapid trial deployment, secured investor interest, and helped accelerate the pathway to early revenue from strategic customers in the mining and heavy transport sectors.
    Key Highlights:

    • Provided end-to-end support from R&D structuring to marketing execution

    • Introduced multiple trial and commercial partners across WA, SA and NZ.

    • Delivered branded investment and commercial pitch materials

    • Facilitated system testing across trucks, excavators, and marine platforms

    • Supported emissions certification review and early ROI analysis

    • Engaged on a performance-only fee basis via a formal introducer agreement

  • Engagement Type: R&D Advisory, Commercialisation, Strategic Management
    Scope of Work:
    Overlander Capital supported a Queensland-founded safety tech company in developing a wearable aquatic safety device aimed at elite athletes and high-risk environments. Beyond assisting with R&D tax compliance and documentation, Overlander sourced a management consultant to guide commercial strategy, and facilitated a key commercial partnership with a national organisation in Surf Life Saving Australia.
    Outcome/Impact:
    Enabled the company to secure its first commercial agreement, develop prototype and production models, and access non-dilutive capital to accelerate R&D.
    Key Highlights:

    • Led successful R&D structuring, reporting, and claim submission

    • Sourced an independent commercial advisor to support execution and scale-up, on behalf of the client

    • Introduced a cornerstone customer

    • Supported delivery of $120K+ in pre-sales and branding endorsement

    • Built out documentation to support a debt facility backed by R&D refunds

  • Engagement Type: R&D Structuring, Commercialisation, Strategic Management
    Scope of Work:
    Overlander Capital supported the launch and expansion of a platform providing sensorless irrigation optimisation for the Australian livestock and mining sectors. Engagement included full design and execution of a multi-year R&D program, strategic resourcing, stakeholder coordination, and commercial readiness planning.
    Outcome/Impact:
    Structured a $6M R&D program, secured a $900k R&D refund in FY25, wokred alongside the executive and technical team, and established the platform’s commercial strategy with initial trials underway across WA.
    Key Highlights:

    • Designed and documented a multi-year R&D project, facilitating a $900K FY25 refund

    • Assisted the company in sourcing a CEO and assembling its technical and delivery team

    • Managed all R&D compliance documentation and AusIndustry engagement

    • Introduced trial partners in WA across livestock and agri-tech

    • Developed investor materials, budgets, project plans, and technical reports

    • Supporting future market expansion into the mining sector

  • Engagement Type: R&D Advisory, Documentation, Structuring
    Scope of Work:
    Overlander Capital supported the development and registration of a first-time R&D Tax Incentive claim for a software company building an emissions management platform. The platform incorporated machine learning and advanced data integration to help users measure, report, and reduce carbon emissions. Overlander provided full advisory services across eligibility scoping, financial mapping, and application drafting.
    Outcome/Impact:
    Facilitated a $259K R&D claim and secured a $112K refundable tax offset while embedding documentation and governance systems to support future audits and ongoing claims.
    Key Highlights:

    • Lodged the company’s first R&D application, preparing all core and supporting documentation

    • Delivered a 20+ page project description with full technical and legislative substantiation

    • Scoped associate and contractor time to maximise eligible claimable expenditure

    • Managed compliance with s355-205 to ensure associate payments were validly claimed

    • Established internal tools to support RDTI tracking and substantiation

    • Engaged on a success-only fee basis