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Virtual CFO Services

Strategic financial leadership, minus the cost. “Get on-demand access to a seasoned CFO without the overhead of hiring full-time. From budgeting and cash flow management to board reporting and strategic forecasting—we support your business with high-level financial expertise.”

We are covering:

  • Budgeting and forecasting
  • Financial reporting and dashboards
  • Cash flow and working capital management
  • Investor reporting and fundraising support
  • Business health checks and performance reviews
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Benefits :

  • Access expert financial guidance at a fraction of full-time costs
  • Make informed decisions with accurate forecasts and reports
  • Get investor-ready with clean books and solid financial planning
  • Improve internal financial systems and compliance
  • Scale operations with confidence and better financial control

Process :

1

Step 1 : Financial Discovery

We assess your current financial landscape, goals, and reporting structure.

2

Step 2 : Strategy & System Setup

We implement reporting tools, set KPIs, and align cash flow and budgeting plans.

3

Step 3 : Monthly Reviews & Insights

We provide regular performance updates and strategic insights to help you grow sustainably.

More details :

Whether you’re a growing startup or an SME, having a CFO’s insight without a full-time hire can be a game-changer. We tailor our engagement to your stage, industry, and goals—whether it’s fundraising, cost optimization, or scaling sustainably.

Business Valuation & Due Diligence

Know what your business is worth. “We provide accurate and defensible business valuations along with comprehensive due diligence reports to support mergers, acquisitions, fundraising, and strategic decisions.”

We are covering:

  • Business valuation (DCF, NAV, market approach)
  • Financial due diligence for mergers and acquisitions
  • Startup and investor valuations
  • Buy-side and sell-side diligence reports
  • Compliance with regulatory standards
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Benefits :

  • Make confident decisions in fundraising, mergers, or exits
  • Discover red flags before they become deal-breakers
  • Increase investor confidence with credible valuations
  • Avoid under or overvaluation during negotiations
  • Meet regulatory and stakeholder expectations

Process :

1

Step 1 : Business Analysis

We gather financials, operational data, and strategic insights to understand the business.

2

Step 2 : Valuation & Review

We apply appropriate valuation methodologies and identify key financial and legal risks.

3

Step 3 : Final Report & Advisory

We present valuation and due diligence reports with actionable insights for your next steps.

More details :

Business valuation is not a one-size-fits-all activity. We bring industry expertise, proven methodologies, and regulatory compliance to provide accurate and insightful reports. Whether it’s for a buyout, investment round, or internal strategy—you get clarity and confidence in numbers.

Loan & Project Report Assistance

Secure funding with clear financials. “We prepare professional project reports and financial projections that meet the expectations of banks, NBFCs, and investors—helping you present a strong case for funding.”

We are covering:

  • CMA data preparation
  • Projected balance sheet, P&L, and cash flow
  • Business model and revenue mapping
  • Loan requirement analysis and funding pitch
  • Reports for term loans, working capital, or investor decks
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Benefits :

  • Improve loan approval chances with bank-compliant reports
  • Present clear and compelling business projections
  • Meet funding deadlines with timely documentation
  • Ensure accuracy and alignment with your goals
  • Build credibility with lenders and financial institutions

Process :

1

Step 1 : Requirement Gathering

We understand your funding need, business model, and existing financials.

2

Step 2 : Report Drafting

We create detailed project reports with CMA data and projections aligned to lender expectations.

3

Step 3 : Final Review & Submission

We assist with final formatting, bank submissions, and follow-ups as needed.

More details :

Whether you need a working capital loan, machinery funding, or expansion capital, a well-prepared project report is key. Our team works with banks, NBFCs, and investors daily—giving us an edge in knowing exactly what financial institutions want to see.
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