Startup Financial Research Solutions – From Bootstrap to IPO
We act as your extended finance team across fundraising, finance operations, and strategic finance — so you can focus on building your product while we build your finance engine
The Three Pillars of Startup Finance
Most founders treat finance as a monolith. In practice, it’s three distinct engines that need to run in parallel.
Fundraising & Capital Strategy
Everything from pitch narrative and financial models to term sheet negotiation and investor relations.
- Pitch deck design & narrative structuring
- Financial modelling & valuation
- Cap table management & dilution analysis
- Investor pipeline & data room
- Term sheet negotiation & structuring
Finance Operations & Compliance
The plumbing — every gap you ignore today becomes a landmine during due diligence.
- Bookkeeping & chart of accounts
- Tax filings: GST, TDS, VAT, income tax
- Revenue recognition & statutory audit
- Payroll & entity structuring
- Internal controls & expense policies
Strategic Finance (Internal CFO)
The brain — gives you conviction to make the right calls at the right time.
- Budgeting & variance analysis
- MIS dashboards & KPI tracking
- Unit economics: CAC, LTV, payback
- Contract & vendor evaluation
- Pricing strategy & scenario planning
Finance Needs at Every Stage
$0 – $500K
Bootstrapped
Survival with zero margin for error. Build basic financial discipline and compliance foundations
$500K – $2M
Seed
Proving product-market fit while building credible financial foundations from scratch
$5M – $15M
Series A
Proving unit economics under institutional scrutiny. Legacy books need restatement
$15M – $100M
Series B/C
Scaling without losing financial control. Governance demands multiply at scale
$100M+
Pre-IPO / IPO
Building a machine that withstands public market discipline and quarterly scrutiny
How We Engage
Shared Resource (Retainer)
Ideal for: Bootstrap to Series A
Fractional CFO + analyst support on monthly retainer. Scale hours up or down as needs evolve with senior expertise on call
FTE Engagement
Ideal for: Series A+ with complex needs
Dedicated full-time resources embedded in your team. Deep integration with your workflows, deployed within 48 hours
Project Based
Ideal for: Defined scope & timeline
Fundraise sprints, IPO readiness assessments, ERP migrations, financial model builds, and due diligence preparation
Our Impact
100+
Startups supported across stages
48 hrs
Average deployment time
15+
Years of founding team experience
Global
Coverage: US, UK, EU, India, ME
What Our Clients Say
Connect for Enquiries
Let us build your finance engine so you can focus on what you do best — building your product and scaling your business
