Your Trusted Financial Insiders 

Our CFO Desk is designed to serve as the strategic finance business insider to your business—providing actionable insights, seamless financial operations and high-level guidance without the cost of a full-time hire. Whether you need help with operations today or planning an exit tomorrow, we are your go-to financial partners.

Core Service Offerings 
1. Strategic Financial Planning 
  • Rolling forecasts, scenario modeling, burn rate analysis 

  • Budget-to-actual comparison and variance analysis 

  • Cashflow planning for growth, debt or capital raises 

2. Board & Investor Preparation 
  • Fundraise readiness: data rooms, investor decks, valuation models 

  • Monthly or quarterly MIS packs, board packs, KPI dashboards 

3. Operations & Governance 
  • Finance process design: billing, collections, procurement, platform reconciliation 

  • Vendor & contract compliance oversight 

  • Internal finance team mentoring and team capability uplift 

4. Audit, Compliance & Tax Supervision 
  • Statutory audit coordination (Balance Sheet, Tax, GST, TDS filings) 

  • ROC and corporate compliance checks 

  • Internal audit support and control review 

5. Financial Automation, System Integration & Process improvements 
  • Zoho One implementation and workflow redesign 

  • ERP/data system integration, dashboard automation, reconciliation support 

  • Alignment with internal product tools like ArthaPay, Match and Recon 

6. Capital Advisory (Equity & Debit) 

  • Equity and bridge raise support, term-sheet negotiation 

  • Debt syndication structuring, lender intro & negotiation 

  • Investor relations management and performance monitoring  

Our Delivery Model 
  • Fractional Retained Engagements — 2 to 5 days/month, flexible terms 

  • Pricing — Tiered monthly fees aligned to business stage and needs 

  • Onboarding in 2 weeks, fully remote or onsite as needed 

  • Dedicated Partner Assignment from the start 

  • Optional Success Fee Linking to milestones like revenue growth, cost savings, funding closure  

Value Proposition 
  1. Cost-effective access to senior financial leadership 

  2. Proactive insights that go beyond transactional input 

  3. Systems and processes built to sustain scale 

  4. Improved credibility with investors, bankers and auditors 

  5. Lower finance-function overhead, elevated performance