Service

Startup Advisory & Virtual CFO Services

Built for founders. Designed for growth.

Whether you are launching a venture or scaling one, early financial and regulatory decisions have lasting consequences for how you raise capital, how investors perceive the business and how easily it can later be sold or transitioned.

We work with founders and growing businesses, providing strategic startup advisory and ongoing Virtual CFO support that keeps your finances in order and the business investor-ready.

Our Virtual CFO engagements scale with you, starting with clean books, MIS and statutory compliance and extending to investor reporting, budgeting, treasury and board-level financial leadership.

Scope of work

What we do for you

Business structure advisory and entity incorporation
Equity structuring and cap table management
DPIIT recognition and related tax benefits
Transaction support for seed, Series A and growth rounds
Financial planning, budgeting and forecasting
MIS reporting and management dashboards
Cash flow management and treasury advisory
Fundraising support and investor relations
Banking relationships and credit facilities
Board and management reporting
ESOP design, valuation and administration
Compliance management across ROC, GST, TDS and PF/ESI

Who this service is for

Pre-seed & seed founders

Getting the foundation right: entity, cap table, DPIIT recognition and clean books.

Series A & B companies

Investor reporting, budgeting, MIS and Virtual CFO leadership.

Bootstrapped founders

Financial discipline without a full-time CFO.

Pre-IPO & late-stage companies

Audit readiness, internal financial controls and pre-listing governance.

Family businesses modernising

Professional financial management for established businesses.

How we work

Our approach

Founder-friendly

We explain financial complexity in terms founders use to run their businesses.

Investor-ready by default

Books, MIS and financial models are built to withstand due diligence long before it happens.

Cap table discipline

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

Flexible bandwidth

From a few hours a month for a seed-stage founder to embedded CFO support for a Series B team.

FAQ

Frequently asked questions

Can you help us obtain DPIIT recognition?

Yes, including eligibility analysis, the application and follow-through on related tax benefits such as Section 80-IAC.

Do you support fundraising rounds end to end?

Yes, including financial models, the financial sections of investor decks, data rooms and term sheet review, working with legal counsel on transaction documents.

Are Virtual CFO engagements monthly retainers?

Typically yes, scaled to the founder's needs.

Can you help us design an ESOP?

Yes, including pool sizing, scheme design, valuation and FEMA and Income-tax compliance.

Other services

Explore our other practice areas

Let's start a conversation

Whether you have a query, need professional guidance or are looking for a long-term financial partner, reach out and a member of our team will respond promptly.