VIRTUAL CFO

Our Virtual CFO service offering w.r.t start-ups includes:

• Analysing the processes, systems, cash flows to identify areas of improvement
• Preparation of documents, overseeing due diligence during fundraising process
• Construct a working model of how the business should perform financially if certain strategies are executed and milestones are reached
• Create a budget that shows the investors how and for what purpose their money is to be used over a period of time
• Setup of Management Report System
• Key Performance Indicators Development and Analysis
• Investor reporting and
• Cash Management which would help the start-ups to park their excess funds in safe and liquid assets.

FINANCIAL SERVICES

We are committed to provide one stop solution for all the financial needs for Entrepreneurs and Investors.
Our Financial services for Entrepreneurs include:

• Virtual CFO Services
• Preparation of Business Plan
• Investor Presentation/ Deck
• Internal audit
• Risk Analysis and Mitigation
• Setting up of SOPs for start-ups
• Treasury Management and Fund Forecast and
• Setting up of Management Reporting Systems
• Treasury Management and Fund Forecast and

• Due Diligence- Tax and Finance
• Tracking of portfolio companies which shall include services like:
  • Management Information System (MIS)
  • Statutory compliances including RoC filings and RBI filings (in case there is any foreign investment). We shall also peruse the minutes of the Board/ Shareholder meeting held during the quarter to ascertain the compliance actions required to be undertaken in terms of the Companies Act and also the requirement of Affirmative Vote on any such action.