Virtual CFO Services.
MIS reporting, 13-week cash flow forecasting, compliance calendar ownership, financial modelling, board pack delivery, and investor-ready financials for Indian and global clients — the senior finance function delivered on a fractional engagement model.
Our work in this practice
The Virtual CFO model addresses the structural mismatch between the financial leadership needs of growth-stage companies and the cost of full-time CFO appointment. Companies between ₹5 Cr and ₹100 Cr in annual revenue typically need the financial discipline that an experienced CFO provides — management reporting, cash flow forecasting, board pack preparation, fundraise readiness, statutory and tax coordination — but cannot economically support a full-time appointment at that scale.
Our engagement covers the senior finance function as a structured monthly or quarterly engagement, with defined deliverables, response timelines, and accountability framework. The engagement typically operates through a designated lead partner (with relevant industry and stage experience) supported by analyst and execution capacity, delivering against a fixed scope and a defined cadence.
Management Information System reporting is the operational core. Our standard MIS package includes a monthly P&L with prior-period and YoY comparison, a monthly balance sheet snapshot, a monthly cash flow statement, a working capital position summary, operational KPIs specific to the business model, and a one-page executive summary calibrated for the board or founder.
13-week cash flow forecasting is the cash management discipline that prevents the most common reason for early-stage failure: running out of cash unexpectedly. The 13-week horizon captures the operational cash cycle for most businesses. Our weekly forecast covers the rolling 13-week period with operational receipts (customer payments by ageing bucket), operational disbursements (salaries, vendor payments, statutory payments, rent), and the resulting cash position trajectory, updated weekly against actuals.
Compliance calendar ownership consolidates the entire statutory and regulatory compliance footprint into a single calendar with assigned ownership, deadline tracking, and submission status. The standard Indian compliance footprint covers approximately 40 to 80 distinct annual filings depending on the company's structure, including GST monthly returns, GST annual return, TDS quarterly returns, ITR, Tax Audit under Section 44AB, Form 3CEB where applicable, MCA annual filings (AOC-4, MGT-7), DIR-3 KYC, and sectoral items. The Virtual CFO assumes accountability for timely completion of each filing.
Financial modelling supports both ongoing business decision-making and the fundraise process. Our practice covers the operational business model, unit economics (CAC, payback period, LTV, contribution margin), cap table modelling (dilution scenarios, ESOP refresh, exit waterfall), and fundraise-specific scenario modelling.
Board pack delivery is the structured monthly or quarterly communication to the board and investors. Our standard board pack covers operational and financial performance summary, KPI trajectory, cash position and runway, major business and operational developments, strategic initiatives status, risk and compliance summary, and forward-looking forecast. Investor-ready financials are maintained as a standing posture rather than a pre-fundraise project.
Client profiles
Engagement structure
Illustrative engagements
Questions clients ask
Tell us about your facts. We will respond with a structured approach.
Each engagement begins with a structured workshop covering your specific facts, timeline, and constraints. We respond with an option analysis and indicative fee within five working days of the initial discussion.