Startup Advisory & Virtual CFO Services

Startup Advisory & Virtual CFO Services

Built for Founders. Designed for Growth.

Whether you are launching a venture or scaling one, the financial and regulatory decisions you make early on have lasting consequences — affecting how you raise capital, how investors perceive your business, and how easily the company can be sold or transitioned in the future.

We work closely with founders, entrepreneurs, and growing businesses — providing both strategic startup advisory and ongoing Virtual CFO support to keep your financials sharp and your business investor-ready.

Our Virtual CFO engagements scale with you — beginning with the basics (clean books, MIS, statutory compliance) and expanding into investor reporting, budgeting, treasury, and board-level financial leadership.

What we do for you:

Business structure advisory & entity incorporation

Equity structuring & cap table management

DPIIT startup recognition & tax exemption advisory (Section 80-IAC, 56(2)(viib))

Seed, Series A & growth-stage transaction support

Financial planning, budgeting & forecasting

MIS reporting & management dashboards

Cash flow management & treasury advisory

Fundraising support & investor relations

Banking relationships & credit facility management

Board & management reporting

ESOP design, valuation & administration

Compliance management — ROC, GST, TDS, PF/ESI

Who This Service Is For

01.

Pre-Seed & Seed Founders

Setting the foundation right — entity, cap table, DPIIT, and clean books.

02.

Series A / B Companies

Investor reporting, budgeting, MIS, and Virtual CFO leadership.

03.

Bootstrapped Founders

Accountable financial discipline without a full-time CFO.

04.

Pre-IPO & Late-Stage Companies

Audit-readiness, IFC, and pre-listing financial governance.

05.

Family Businesses Going Modern

Bringing professional financial management into legacy businesses.

Our Approach

Get In Touch
01.

Founder-Friendly Engagement

We translate financial complexity into language founders use to run their businesses.

02.

Investor-Ready by Default

Our books, MIS, and financial models are built to satisfy due diligence — long before diligence happens.

03.

Cap-Table Discipline

Decisions today shape future dilution. We model and document each round carefully.

04.

Scaling Bandwidth

From a few hours a month for a Seed-stage founder to embedded CFO support for a Series B team — engagements flex.

Frequently Asked Questions

Can you help us secure DPIIT recognition?

Yes — including eligibility analysis, application drafting, and tax exemption follow-throughs (80-IAC and 56(2)(viib)).

Do you support fundraising rounds end-to-end?

Yes — financial modelling, investor decks (financials), data rooms, term-sheet review, and SHA negotiation support.

Are Virtual CFO engagements monthly retainers?

Yes — typically retainer-based, scaled to founder need.

Can you help us design an ESOP?

Yes — including pool sizing, scheme design, valuation, and FEMA / Income Tax compliance.

Let's Start a Conversation

Whether you have a query, need professional guidance, or are looking for a long-term financial partner, we're here to help. Reach out to us and a member of our team will get back to you promptly.

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