A senior finance partner.
Without the full-time salary.
For founders running a real business, but not yet ready to hire a $150K CFO — we sit in the seat. Cash, runway, hiring math, board decks, fundraising prep. Coordinated with the rest of your books and tax, so nothing falls between teams.
Stage: seed to Series B
India · USA · UK clients
Signals it’s time.
You stop being able to answer “what’s our runway?” in under a minute. The bookkeeper does books, but not finance. Investors are asking for cohorts and you’re recreating them in a fresh sheet every quarter. You’re hiring senior people without a comp band. You’re raising and the financial section of the deck is being written the night before.
Most of our Virtual CFO clients arrive at one of those moments. The aim is to get you back to the point where finance feels boring — a system, not a panic.
Six things we typically own.
Cash & runway
Monthly- 13-week cash flow updated weekly
- Runway under base, downside & investor scenarios
- Burn-multiple tracking against the plan
- Working-capital improvements (AR ageing, supplier terms)
FP&A & budget
Quarterly- Driver-based budget, not a static spreadsheet
- Monthly variance review with department owners
- Re-forecasting on real-time triggers, not just quarter-end
- Hiring & comp planning (band, raise, ratchet, equity)
Reporting & KPIs
Always-on- Founder dashboard: revenue, gross margin, CAC, LTV, churn
- Board pack — numbers, commentary, asks
- Monthly investor update template you can actually keep up with
- Cohort, retention & unit-economics work
Fundraising prep
Round-by-round- Financial model the lead investor won’t tear apart
- Cap table modelling — pre/post, dilution, ESOP top-up
- Data room curation & due-diligence Q&A
- Term sheet review (we’re not lawyers, but we read them carefully)
Controls & processes
Quietly important- Approval limits, vendor onboarding, contract storage
- Expense policy, corporate-card setup, reimbursement flow
- Month-end close calendar — closed by the 10th, not the 28th
- Audit-readiness work before the auditor walks in
Tax & structure
Coordinated- Holding-company & subsidiary structure for India/US founders
- Transfer pricing for intercompany invoicing
- ESOP design, valuation & trust setup
- Tight loop with our tax team across every country you file in
The first 90 days.
Week 1 — Listen
We sit with founders, the bookkeeper, and any existing reports. We don’t change anything yet.
Week 2–3 — Diagnose
Books quality review, KPI sanity check, runway model rebuilt from raw transactions, gap list with priorities.
Month 2 — Build
Founder dashboard live. Monthly close moved up. Budget v1. Board pack template approved.
Month 3 onwards
Steady rhythm: weekly cash, monthly close + commentary, quarterly board pack. Re-scope each year.
Honest line where the role ends.
We’re not a full-time CFO
We don’t sit in your office daily, run your team, or take an executive title. If that’s what you need, we’ll tell you — and help you hire one.
We don’t sell you investment products
No commissions, no funds, no insurance. Independent advice, paid for in the engagement, with no other incentives in the room.
We don’t make hiring decisions
We model the cost. We sit in the comp conversation if you want. The call is yours.
We don’t replace lawyers
We’ll read a term sheet and flag the financial implications. For the legal language, we work alongside your counsel.
Send the last board deck. We’ll tell you what we’d change.
30-minute call. We’ll give you specific, useful feedback on the actual numbers — not a generic pitch.