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Driving Financial Clarity, Control & Confidence

Our CFO Advisory services provide part-time and project-based financial leadership to growing companies that seek strategic financial oversight without the cost of a full-time CFO. We offer deep insights into your financial health, help set up robust internal controls, guide investor conversations, and translate your vision into numbers that drive value. From routine MIS reporting to complex fundraising and valuation support, we become an integral part of your leadership team.

Illustrative list of services covered:

• Financial Planning & Analysis (FP&A)

• Budgeting, Forecasting & Cash Flow Management

• Fundraising Support & Investor Readiness

• MIS and Board Reporting

• Cap Table Structuring and Equity Strategy

• Financial Due Diligence Assistance

Turning Vision into Scalable, Actionable Plans

Our Business Strategy and Transformation services are designed to help founders and leadership teams drive clarity, focus, and measurable impact. We assess your current business model, identify performance gaps, and co-create structured plans for operational improvement, expansion, and long-term value creation. Whether you're entering new markets, launching new products, or undergoing internal restructuring, our interventions ensure strategic alignment and execution support.

Illustrative list of services covered:

• Go-to-Market & Expansion Strategy

• Business Process Reengineering

• Organizational Restructuring & SOP Development

• Growth & Turnaround Planning

• KPI/OKR Framework Design & Rollout

Crafting Brands that Resonate & Scale

Your brand is more than just a logo — it's the sum of your identity, messaging, and customer experience. We partner with startups and growth-stage businesses to build compelling, consistent, and scalable brand narratives. From establishing visual and verbal identity to crafting digital assets and collateral, we help you communicate your value with impact and authenticity.

Illustrative list of services covered:

• Brand Discovery & Positioning Strategy

• Visual Identity Design (Logo, Brand Guidelines)

• Website Design & UI/UX Implementation

• Corporate Presentations & Pitch Decks

• Marketing Collateral & Social Media Branding

Streamline Operations, Empower Decisions

We provide end-to-end ERP implementation services that optimize and integrate your core operations — from finance and procurement to inventory and HR. Our approach is grounded in business process understanding, software customization, and change management, ensuring a smooth transition to systems that scale with your growth. We work closely with both leadership and functional teams to ensure seamless adoption and post-go-live performance.

Structuring and Securing the Right Capital for Growth

We support early-stage and scaling companies in accessing capital through structured equity and debt solutions tailored to their stage, sector, and growth plans. Our advisors help you navigate the complex fundraising landscape — from crafting compelling pitches to negotiating investor term sheets — while ensuring long-term alignment with your business goals.

Illustrative list of services covered:

• Seed to Series A/B Equity Raise Support

• Debt Advisory and Non-Dilutive Capital Solutions

• Investor Outreach & Deal Coordination

• Pitch Deck & Financial Model Creation

• Term Sheet & SHA Review Support

• Business Valuation & Cap Table Management

Low-Code, High-Impact Business Automation

We specialize in implementing Zoho’s ecosystem of applications to digitize and automate key workflows — including CRM, finance, HR, and operations. Our team configures solutions tailored to your business processes and provides training and support for seamless adoption. Whether you're a startup looking for lean CRM tools or a mid-sized enterprise seeking integrated workflow automation, we ensure Zoho works for you.