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Playbooks
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Shared CFO

In the past one year, we have completely transformed service delivery in our sector

Traction

As the founder of a venture that's growing at a fast pace, managing all functions by yourself can be tough. Our seasoned financial experts can take complete charge of your finance function providing leadership and insights your business needs, precisely when you need them.

Strategic Finance Support

  • Developing a sound revenue model for the startup

  • Design pricing plans, and discounting guardrails based on willingness-to-pay, competitor benchmarks, and margin goals.

  • Diagnose contribution margins (CAC, payback, gross margin, LTV) and execute a plan to hit target unit economics.

  • Fundraising support (equity/debt)

  • New market or new product financial appraisal – evaluate new geographies, channels, or product lines with TAM, cost-to-serve, break even, and ROI analysis before committing.

  • Cost governance and leakage control.

  • Prepare detailed project reports, including computation of IRR, NPV, Payback Period and Sensitivity Analysis.

Managing Entire Finance Function

  • Monthly planning, budgeting, rolling forecasts, and variance analysis to keep runway on track.

  • Manage bookkeeping, reconciliations, and a disciplined month-end close with audit-ready records.

  • Handle GST, TDS, ROC filings, notices, and calendars to ensure regular compliances with tax and statutory requirements.

  • Set approval workflows, payment controls, vendor due diligence, and risk checks to reduce leakage and fraud exposure.

  • Regular MIS for keeping management updated with business KPIs .

  • Treasury management

  • Prepare monthly/quarterly updates to maintain healthy investor relations.

Deliverables

What we'll deliver

Approach

How we'll deliver

Tailored

We tailor our services to meet the requirements of your specific industry and business lifecycle, and align with your business growth strategy.

Team > Individual

Shared CFO gives you the immediate benefit of having a whole team of finance professionals (CAs, CMAs, CS, MBAs, others), with diverse industry experience, that's easily scalable, and bring a mixture of capabilities to the table.

Resourcefulness

Our team is equipped with a problem-solving mindset and the right kind of skillset, tools and software to carry out their roles efficiently. Their extensive network can also add value to the venture's pursuits.

Agility

Our team has the ability to adapt to changing business dynamics, deploy additional resources depending on the evolving business needs, and steer the business through complexities as it scales.

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Clients

They trusted us, we delivered

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iTrust.png
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Ikran_edited.png
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PayAid.png
Kaamna.png
iTrust.png
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Let's talk

Capital

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