CFO Services & Fund Raising in India

CFO Services & Fund Raising

We provide CFO services and fund-raising assistance to the early-stage (start-ups, growth stage & aspiring for restructuring) companies as under-

Activity	Details
Engagement type	Providing Virtual CFO services on an ongoing basis as a trusted strategic partner; Interim CFO service to bridge temporary gap in an ongoing role; Services to cater to specific requirement associated with a Project/program; Recruitment of a full-time CFO by leveraging our HR network;
Planning & Budgeting	Assistance in preparation of Business plans, creation of budgets and forecast metrics; Product/Service viability analysis;
Operational support	Establish Standard Operating Procedures for governance; Monitor compliance of controls and regulations; Ongoing financial reporting to Management (periodic MIS & Financial dashboards for example product-line profitability) Provide oversight of Cash flow and working capital management; Preparing the Company for cost, tax, statutory audits.
Reporting	Business performance dashboard; Financial analytics & reporting (detailed review of financials and operational metrics, KPIs); Provide oversight to improve revenue and cost efficiencies;
Project appraisal	Business case for a new product/service Viability analysis.

Area	Activity	Details
A. Planning	Capital needs analysis Milestones to raise capital Identify Sources of Capital	Assess the Capital needs of the Company based on the stage of business, growth prospects through sensitivity analysis; Setting stages/milestones for raising over a timeline of 18-24 month period; identify the investment rounds applicable to each stage/milestone; Identify appropriate source of Capital applicable to each stage, establish pros and cons and device appropriate investment round/strategy;
B. Organising	Investor identification and suitability Investor Pitch Due-diligence	Identify the prospect investors most suitable for the Company and ascertain their expectations. Prepare pitch deck(s) as appropriate to the investor & situation; Crafting elevator pitches; Preparation with respect to valuations, company documents, call for investor meetings, helping Company prepare for investor discussions, avoid common mistakes and red flags.
C. Execution	Negotiation & Closure	Assist in negotiating the terms of investment, term sheets, deal closure and schedule for investor proceeds and provide regular updates;