Vertical 05
Strategic Finance & Virtual CFO
CFO-level thinking for growing businesses, without the full-time cost.
Scope of services
What we do.
Monthly board and investor MIS
Budgeting, forecasting and variance analysis
Cash-flow and working-capital management
Banking relationships and credit facilities
Methodology
How an engagement runs.
- Step 1
Baseline
Understand the numbers, the team and the founders' goals.
- Step 2
Design
Build the budget, KPI set and reporting rhythm.
- Step 3
Embed
Run monthly reviews with management and the board.
- Step 4
Scale
Support fund-raise, audits and the hire of a full-time CFO when ready.
Who we work with
- Founder-led start-ups
- Family-owned businesses
- Mid-market companies preparing to raise
- Subsidiaries needing local finance leadership
Frameworks covered
Board reporting best practiceInvestor reporting covenantsCompanies Act governanceInd AS / AS
FAQ
Common questions.
Discuss your strategic finance & virtual cfo requirement.
Your enquiry goes straight to the partner who leads this vertical.