Financial Advisory
Big-company financial discipline, sized for growing businesses.
- Model
- Virtual CFO
- Cadence
- Monthly reviews
- Focus
- Cash flow & growth
- Funding
- Pitch & DD support
Growing businesses hit a stage where gut-feel accounting stops working. Our virtual-CFO advisory brings financial planning, cash-flow management, budgeting, MIS dashboards, funding readiness and due-diligence support — the discipline of a full-time CFO at a fraction of the cost.
Features & benefits
- Business financial planning and forecasting
- Cash-flow management and working-capital optimisation
- Budgeting with monthly variance reviews
- MIS dashboards for decision-making
- Funding assistance — debt structuring, investor readiness
- Due-diligence support for investment or acquisition
Eligibility
- Established business with growth ambitions
- Defined financial goals
- Management commitment to reviews
- Willingness to share financial data
Documents required
- Financial statements (2–3 years)
- Business plan / projections if available
- Cash-flow statements
- Tax returns
- Bank statements
How it works
- 1
Diagnostic review of current financial health
- 2
Engagement scoped: monthly or quarterly cadence
- 3
Dashboards, budgets and forecasts set up
- 4
Ongoing reviews with actionable recommendations
Frequently asked questions
What does a virtual CFO actually do for me?
Everything a full-time CFO would — cash-flow control, budgets, pricing analysis, bank negotiations, investor reporting — delivered part-time at a fixed monthly fee, typically 10–20% of a CFO's salary cost.
When does a business need this?
Common triggers: crossing ₹1–2 crores turnover, persistent cash crunches despite profits, preparing to raise funding, or the founder spending more time on accounts than on customers.
Do you help raise funding?
Yes — we prepare projections and pitch financials, structure debt through our 8+ lender network, and support due diligence for equity raises.
How is this different from my CA's work?
Compliance (returns, audits) looks backward; advisory looks forward — pricing, cash, growth and funding decisions. We do both, so nothing falls between two stools.