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Virtual CFO Controllership

Virtual CFO and controllership
virtual CFO Controllership
There is an awkward stage between “the founder does the numbers” and “we can justify a full-time CFO at [[ ₹40–80 lakh ]] a year”. In that gap, companies make decisions on management accounts nobody trusts, miss covenant breaches, discover cash problems a fortnight too late, and go into funding rounds with a data room built in a panic.
We fill the gap with a qualified finance lead who works with you [[ a defined number of days a month ]] and a controllership team behind them. You get the reporting rhythm, the forward view and the board-facing discipline of a proper finance function, sized to what you actually need.
What’s included

Management reporting
1. Monthly MIS pack designed around your business, not a generic template
2. KPI dashboard — revenue, margin, burn, runway, DSO, DPO, working capital cycle, unit economics
3. Segment, product, geography or cost-centre profitability
4. Variance analysis with written commentary on what changed and why

Planning and forecasting
1. Annual budget build and quarterly re-forecast
2. 13-week rolling cash-flow forecast
Three-statement financial model
3. Scenario and sensitivity analysis for major decisions

Controllership
1. Accounting policy manual and close calendar
2. Internal financial controls documentation, SOPs and delegation of authority
3. Approval workflows for purchase, payment and expense
4. Working capital management — receivables discipline, payment runs, inventory days

Board and investor support
1. Board pack preparation and financial sections of board notes
2. Investor reporting packs and periodic updates
3. Data room preparation for fundraise, M&A or due diligence
4. Support during financial and tax due diligence (responding to information requests, preparing schedules)

Commercial Support
1. Pricing and margin analysis, cost reduction reviews
Business case and capex appraisal
2. Banking relationship support: Facility applications, information memoranda, covenant tracking.

Who This Is For
Funded startups post Series A without a CFO
Owner-managed businesses of ₹10–200 crore turnover where the promoter is still the finance function
Indian Subsidiaries of foreign groups needing books in two frameworks
Indian subsidiaries needing a local finance lead accountable to a foreign parent
Companies preparing for a fundraise, a sale or an audit they aren’t ready for
How We Deliver It
A named finance lead, engaged for [[ an agreed number of days per month ]], supported by a controllership team doing the underlying work. Monthly reporting pack, monthly review meeting, quarterly board-cycle support, and availability for decisions in between.
Frequently Asked Questions?
Is this a person or a team?
Both. A named senior professional owns the relationship and the judgement calls; a team does the preparation. You pay for the team’s throughput and the lead’s experience, not for a full-time salary.
Will you replace our existing finance manager?
Usually we sit above them, not instead of them — bringing the review, the reporting rigour and the forward view that a single manager cannot produce alone.
Can you attend board meetings?
Yes, in a management-support capacity. [[ Confirm whether this is in scope as standard or chargeable. ]]
