Advisory
The right financial information, in the right hands, at the right time — that is the difference between a business that survives volatility and one that does not.
A Virtual CFO engagement places a senior finance professional — accountable to you, not the market — inside your financial operations. Without the overhead of a full-time C-suite hire, you receive the strategic clarity, oversight controls, and financial discipline that your business requires to grow without breaking.
MIS Design & Monthly Reporting
Custom management information system (MIS) reports tailored to your business model: P&L by business unit, departmental cost analysis, working capital dashboards, and liquidity ratios — delivered monthly, on schedule.
Financial Planning & Analysis (FP&A)
Annual budgeting, rolling forecasts, variance analysis, and scenario modelling. Gives you a forward view, not just a historical report.
Cash Flow Management
Thirteen-week and annualised cash flow projections. Active monitoring of receivables ageing, creditor payment cycles, and treasury position. Prevents liquidity surprises.
Cost Optimisation
Activity-based costing, margin analysis by product or service line, vendor contract renegotiation support, and identification of value leakage in operations.
Fundraising Support
Financial modelling for equity/debt fundraising: investor-ready projections, unit economics presentation, data room preparation, and interaction with due diligence teams.
Banking & Lender Management
CMA data preparation for working capital limits, term loan applications, and review of bank sanction letters and covenants.
Business Valuation (NAV, DCF, CTC)
Periodic or event-driven valuation of business or entity for ESOP, buyback, buy-sell agreements, or investor negotiations.
Financial Controls Design
SOPs for accounts payable, receivable, payroll, procurement, and expense management — with approval hierarchies built in.
Founders and promoters of growth-stage businesses who need financial discipline before their next fundraise.
SMEs that have outgrown bookkeeping but are not yet ready for a ₹30–50 lakh/year in-house CFO.
Companies preparing for PE/VC investment or a strategic sale, needing investor-grade financials.
Group holding structures needing consolidated MIS and inter-company reconciliation frameworks.
Engagement terms and fees are discussed during your first consultation, tailored to the scope and complexity of your requirements.
Discuss a VCFO Engagement