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    Services

    CFO & Advisory.

    Virtual CFO services, MIS reporting, business advisory, fundraising, and IPO readiness.

    A rising line chart on a laptop screen

    Virtual CFO

    An ongoing CFO function without a full-time hire

    Part-Time CFO

    A senior CFO on fixed days each month

    Monthly MIS Dashboard

    KPI tracking & variance analysis

    Cash Flow Forecasting

    3-12 month cash projections

    Budgeting & Planning

    Annual budget preparation

    Variance Analysis

    Budget vs actual analysis

    Working Capital Analysis

    Debtors, creditors, inventory

    Profitability Analysis

    Product/service/customer profitability

    Board Presentation

    Financial presentation for board

    Investor Reporting

    Investor update reports

    Business Plan Preparation

    Comprehensive business plan

    Feasibility Study

    Project viability assessment

    Market Entry Strategy

    New market/product entry plan

    Operational Restructuring

    Process optimization

    Cost Optimization Study

    Expense reduction roadmap

    M&A Advisory

    Merger & acquisition support

    Pitch Deck Creation

    Investor presentation deck

    Business Valuation - DCF

    Discounted cash flow valuation

    Business Valuation - Comparable

    Market multiple approach

    Financial Model

    Linked P&L, balance sheet and cash flow projections

    CIM Preparation

    Confidential Information Memorandum

    Investor Connect Facilitation

    Introductions to investors

    Term Sheet Negotiation Support

    Advisory during negotiation

    Due Diligence Coordination

    Investor DD management

    Funding Syndication

    Debt/equity funding arrangement

    IPO Readiness Assessment

    Gap analysis & roadmap

    Ind AS Conversion

    IFRS-based accounting adoption

    Corporate Restructuring

    Pre-IPO entity restructuring

    SEBI Compliance Setup

    Listing regulation compliance

    Investor Relations Setup

    IR function establishment

    Packages

    Need several of these together?

    A package puts the services you need every year with one team, on one fee — so nothing falls between two providers.

    PACKAGE / 01Early stage

    CFO Lite

    What's included
    • Monthly MIS
    • Cash flow
    • Budget review
    • 4 hours consultation
    Bundled engagement
    Quote on request

    Monthly or annual retainer · exclusive of taxes and government fees

    View package details
    PACKAGE / 02Growth stage

    CFO Standard

    What's included
    • MIS
    • Budgeting
    • Fundraising support
    • 8 hours/month
    Bundled engagement
    Quote on request

    Monthly or annual retainer · exclusive of taxes and government fees

    View package details
    PACKAGE / 03Scaling businesses

    CFO Premium

    What's included
    • Full CFO
    • Strategy
    • Investor relations
    • Board presentations
    Bundled engagement
    Quote on request

    Monthly or annual retainer · exclusive of taxes and government fees

    View package details
    CUSTOM PACKAGE

    More than one company, or more than one country?

    Tell us what your group needs and we'll put together one package that covers it — no more, no less.

    Ask for a custom package
    Speak with a partner

    Not sure which service you need?

    Tell us what you're trying to do. A partner will tell you which service fits and what it costs — a free 30-minute call, no commitment.