Virtual / Fractional CFO
Forward‑looking finance: FP&A, MIS, cash discipline, investor readiness, diligence support, and governance—without a full‑time CFO.
Overview
Build a finance engine that drives decisions: clean books into board‑ready MIS, forward‑looking models, cash controls, cost programs, investor materials, and diligence‑ready data rooms—delivered as a flexible CFO engagement.
FP&A: budgets, forecasts, scenario planning
Board‑ready MIS: KPI tree, unit economics, variance analysis
Cash flow: 13‑week view, WC levers, collections cadence
Process & controls: policies, approvals, maker‑checker
Investor readiness: deck/model, data room, outreach support
Due diligence: prep, Q&A, audit/assurance coordination
Eligibility Criteria
- Growing startups/MSMEs needing CFO outcomes without full‑time hiring
- Teams seeking weekly MIS, forecasts, and cash discipline with simple rituals
- Founders planning fundraising or lender interactions within 3–9 months
- Businesses requiring governance hygiene and compliance alignment
Required Documents
- Historical financials (if any), trial balance, and ledgers
- Bank statements, GST/ITR filings, revenue and cost drivers
- Product, funnel, and cohort metrics needed for unit economics
- Current policies/SOPs, cap table/ESOP plan, existing investor materials
Simple Process
Easy steps to get started
Diagnose & Prioritize
Assess books, KPIs, cash, and governance; define 8–12‑week CFO roadmap with measurable outcomes.
Build the Finance Stack
Stand up MIS, forecasts, cash routines, and policies with clear owners and a weekly cadence.
Run & Improve
Publish MIS, review variances, drive WC levers and cost programs; refresh scenarios monthly.
Raise & Govern
Prepare deck/model and data room; coordinate diligence, and align board packs and reporting cycles.
What You Get
Frequently Asked Questions
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