CFO Services & Fund Raising

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-

A. CFO Services:

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.
  • 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.

B. Fund raising assistance -

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;