Explore our Services

CFO Advisory & Consulting

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Collaborate with management in driving growth & efficiencies by leveraging valuable insights

  • Assessment of potential growth areas

  • Assess funds flow requirement and potential avenues

  • Advise on cost optimization avenues

  • Review risks and implement mitigating internal controls

  • Implement robust SOPs, Policies

  • Investor relationship

Accounting & Compliance

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Ensuring books and compliances are in line with standards, policies and laws

  • Structured set-up of accounting master

  • Drive standard accounting process

  • Payroll processing & accounting

  • Adherence to policies, standards

  • Effective management of routine compliance tasks including IT, GST, PF, ESI, PT

  • Engage for audit completion

Financial Reporting

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Ensuring timely and accurate reporting of financial performance

  • Implement standard MIS packs including P&L, BS, CF, AR, AP and other supplementary reports

  • Monthly review meetings over financial performance

Financial Planning

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Creating a financial strategy to reach the objectives of the organization

  • Forecast for 3/5 years to set the roadmap

  • Annual business plan for strategic direction

  • Define KPIs for performance measurement

Financial Analysis

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Analyzing financial data for well-informed decision making

  • Segment Reviews to support decisions on BU, Geo, Product etc

  • Cash Flow analysis to focus on burn, working capital, runway

  • Ratio analysis to assess profitability, liquidity and efficiency

  • Unit Economics to drive costing precisely

  • Pricing analysis to optimize the margins and growth

  • Breakeven analysis to assess cost and revenue on unit basis

Incorporation Services

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Advise on suitable organizational structure and carry out the necessary registrations

  • Advisory on entity structure

  • Incorporation and registration services

  • Directorship services for foreign entities

Business Establishment

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Assisting new entities in establishing the essential ecosystem for their operations

  • Setting up accounting & compliance function for new entities

  • Eco system of HR, Company Secretary and Legal firms

Investment Advisory

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Advising on structure of funding and critical evaluation of terms of investment

  • Structuring the funding requirement

  • Source and negotiate on debt and equity

  • Review of term sheets, SPAs & SHAs

Investment Support

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Evaluation of investment decisions and leading the implementation mandates

  • Financial models for pitchbook

  • Support due diligence reviews

  • Post investment compliance and integration

Employee Benefits Structuring

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Advisory, implementation and administration of stock related benefit schemes

  • Advisory on ESOP, SAR, Phantom Stocks

  • Design, implementation and administration of scheme

Valuation Services

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Valuation of shares and stock options in line with established methods

  • Valuation of Company or Shares

  • Valuation of ESOPs

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