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Financial Consulting and Executive Strategy
Core Strategic Advisory

Scale Profitably.
Fund Your Future.

Move beyond basic accounting. We act as your Fractional CFO, building predictive financial models, optimizing unit economics, and making your business 100% investor-ready.

  • Virtual CFO & Executive Financial Strategy
  • Investor-Ready Financial Models & Pitch Decks
  • Cash Flow Forecasting & Unit Economic Audits
Investor Due Diligence Ready
Data-Driven Valuations
Ex-Big 4 Financial Experts

Stop Making Decisions on Gut Feeling

A growing business without a financial model is like flying an airplane blindfolded. You might be generating revenue, but if your burn rate is too high or your unit economics are flawed, you will crash. We provide C-Suite level financial intelligence. From securing your next round of VC funding to optimizing your operating capital, we give you the mathematical confidence to scale aggressively.

Are you facing these strategic blind spots?

Burning Cash

You have no clear visibility on your cash runway. You are spending heavily on marketing and payroll but don't know exactly when the bank account will hit zero.

Failed Fundraising

Investors rejected your pitch because your financial projections lacked depth. Your assumptions for Customer Acquisition Cost (CAC) and Lifetime Value (LTV) didn't add up.

Flawed Unit Economics

You are making sales, but after factoring in shipping, gateway fees, overheads, and marketing, you are actually losing money on every single order.

Unclear Valuations

You want to offer ESOPs to key employees or acquire a smaller competitor, but you don't have a legally and mathematically sound valuation of your company.

Our CFO Advisory Methodology

01

Unit Economic Audit

We tear down your business model to its core. We calculate exact CAC, LTV, Gross Margins, and break-even points to ensure you are structurally profitable.

02

Dynamic Financial Modeling

We build sophisticated 5-year Excel models that link your operational KPIs to financial outcomes, allowing you to run "What-If" scenarios before making decisions.

03

Cash Flow & Runway Management

We map out your Accounts Receivable and Payable, projecting your exact cash position week-by-week so you never face a sudden liquidity crisis.

04

Investor Readiness & Pitching

We prepare your data room, refine your pitch deck financials, determine a defensible valuation (DCF), and support you during VC due diligence.

Talk to a CFO

Let's discuss your unit economics and growth strategy.

Strictly Confidential

Your financial IP is protected by strict NDAs.

The Strategic Advisory Arsenal

From predicting cash flow to preparing for venture capital audits, we provide the financial intelligence required to scale.

Virtual CFO Services

A dedicated senior financial expert serving on your executive team, guiding strategic growth and risk management.

5-Year Financial Modeling

Complex, dynamic Excel/Sheet models projecting your P&L, Balance Sheet, and Cash Flows based on operational KPIs.

Unit Economics Analysis

Deep diving into CAC, LTV, payback periods, and variable costs to ensure every product sold generates a net profit.

Fundraising Strategy

Assisting founders in determining the right amount to raise, equity dilution planning, and selecting the right investor mix.

Pitch Deck Financials

Translating complex spreadsheets into clean, beautiful, and defensible financial slides for your investor pitch deck.

Valuation Services (DCF)

Providing robust, legally compliant company valuations using Discounted Cash Flow and Comparable Company methodologies.

Cash Flow Forecasting

Weekly or monthly rolling cash flow projections to actively manage burn rate, runway, and avoid liquidity crises.

Scenario Planning

Running 'What-If' sensitivity analyses (e.g., What if CAC increases by 20%? What if churn doubles?) to prepare for market shifts.

M&A Advisory

Strategic financial due diligence, deal structuring, and synergy analysis for companies looking to acquire or be acquired.

Cap Table Management

Structuring and maintaining your Capitalization Table, managing ESOP pools, convertible notes, and founder dilution.

Capex & Opex Planning

Strategically planning your Capital Expenditures (infrastructure/software) vs Operational Expenses to optimize tax deductions.

Custom Executive Dashboards

Building BI dashboards that surface only the critical financial metrics the CEO needs to see daily.

Stop guessing your profit margins.

Get a professional financial audit. We'll identify the leaks in your unit economics and map out a bulletproof strategy to scale safely.

Request Strategy Call

Financial Advisory Scopes

From basic foundational models to full ongoing Virtual CFO partnerships.

Startup Model

Best for early-stage startups needing a baseline model to pitch Angel Investors.

  • 3-Year Financial Projection
  • Basic Unit Economics Check
  • Pitch Deck Financial Review
  • 1-Time Strategic Consultation
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Most Popular

Growth CFO

Best for scaling D2C and SaaS brands needing active runway management.

  • Dynamic 5-Year Financial Model
  • Rolling Cash Flow Forecasts
  • Monthly Budget vs Actual Review
  • Monthly Strategic Advisory Call
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Enterprise / M&A

For companies preparing for Series A/B funding or acquisitions.

  • Full DCF Company Valuation
  • Data Room Preparation (Due Diligence)
  • Cap Table & ESOP Structuring
  • Dedicated Fractional CFO
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Grounded Business Impact

How deep financial modeling prevents disasters and secures multi-million dollar funding rounds.

B2B SaaS

Extending The Runway

Challenge: A SaaS startup had only 4 months of cash runway left due to high marketing spend and low LTV-to-CAC ratios.

Solution: We audited their unit economics, identified and cut highly unprofitable ad channels, and restructured their annual pricing plans to generate immediate upfront cash.

Result: Extended their cash runway from 4 months to 14 months, allowing them to survive and eventually reach profitability.

Tech Startup

Securing Series A Funding

Challenge: The founders had a great product but their pitch deck financials were static and easily torn apart by VC analysts during early meetings.

Solution: Built a dynamic 5-year financial model with toggleable assumptions, allowing investors to stress-test churn rates and CAC directly during the pitch.

Result: Passed strict financial due diligence and successfully secured a $2.5M Series A round.

D2C E-commerce

Fixing the Gross Margin

Challenge: A brand was scaling to ₹1Cr/month in sales but the bank account was always empty. They thought they were profitable.

Solution: Conducted a deep unit economic audit. Discovered that after factoring in returns (RTO), gateway fees, and ad agency retainers, they were losing ₹50 on every order.

Result: Adjusted product pricing by 12% and optimized shipping vendor contracts, turning a net loss into an 18% EBITDA margin.

Our Advisory Timeline

01

Financial Audit

Deep diving into your historical P&L, balance sheets, and current unit economics.

02

Model Building

Constructing custom, dynamic 3-to-5 year financial projections in Excel.

03

Optimization Strategy

Identifying specific areas to cut burn rate, increase margins, and improve cash flow.

04

Ongoing Advisory

Acting as your Virtual CFO with monthly review calls and board-level reporting.

Who We Advise

VC-Funded StartupsB2B SaaS CompaniesD2C E-commerce BrandsMarketing & Tech AgenciesHealthcare GroupsReal Estate FirmsManufacturingFinTech

Frequently Asked Questions

Scale With Confidence.

Don't let flawed unit economics kill your growth. Let's build a financial model that secures your funding and maximizes your profit.