A virtual chief financial officer, or CFO, helps a business owner make sound business decisions based on their expertise in financial planning, analysing financial reports, and formulating financial strategy.

We can be a virtual CFO to your business and can help with a mixture of the following while you focus on the core operations of the business:


  • Budgeting and forecasting
  • Analysing large amounts of financial and operational data for trends
  • Analyse financial trends and budgets to identify issues and opportunities for the business
  • Cash flow management
  • Identify opportunities for a business to expand and grow
  • Developing reliable cash flow projection processes and forecasting models.


  • Comprehensive and detailed financial reporting and analysis
  • Deep insights on business finances
  • Review financials, develop insights, make recommendations, and formulate strategies to support business growth and make business processes more efficient
  • Preparation and presentation of monthly and quarterly financial reports as well as review end-of-year financials


  • Monthly/Quarterly MIS report
  • Detailed operating metrics analysis
  • Maintain annual budgets and forecasts
  • Working capital management
  • Support on strategic decision making
  • Development of financial plans
  • Quarterly review of financial health
  • Analysis of variations and efficiency analysis


  • Strategic planning and execution
  • Advice on the latest software and tools
  • Identify and evaluate the possible impact of new products, new service offerings, or new business initiatives
  • Review debt-reduction strategies

Fund Raising Support

We can assist you with Fund raising of all types of instruments – Equity / convertible / debt instruments across all the sectors and different geographies. Below are the broad services provided –

  • Making firm fund raising ready
  • Marketing and on boarding prospective investors
  • Structure fund raising strategy and ideation
  • Preparation of investment decks
  • Develop pitch ideas and mock pitch sessions
  • Deliver Valuation and financial model
  • Perform due diligence
  • Financial and market analyses