We bridge the gap between business vision and financial execution—helping founders and finance leaders access the right capital, structure smart deals, and build investor-ready organizations. Whether you're raising your first round or planning strategic exits, we are with you every step of the way.

Our Service Pillars

Capital raising & Deal Support

Investor pitch decks and business plans
Financial model development and valuation benchmarking
Fundraising strategy (Equity / Debt / Hybrid)
Term sheet review and negotiation
Investor outreach and deal coordination

Debt Advisory

Commercial bank financing facilitation
Trade finance and working capital advisory
Project financing solutions
Refinancing and debt restructuring support

Strategic Investment Advisory

Investment strategy for family offices and corporates
Deal screening and commercial due diligence
Co-investment, JV, and SPV structuring
REITs and alternative investment vehicles

Investment Readiness & Structuring

Due diligence preparation and documentation
Cap table design and optimization
Legal entity and holding structure advisory
Pre-deal tax planning and exit alignment
M&A readiness assessments

Investor Relations & Governance

Investor reporting dashboards and MIS
Shareholder communications and updates
Board pack preparation and meeting support
Governance advisory for investor-backed entities

Grants & Incentives Advisory

Identification of local and global grant programs
Application preparation and submission
Compliance monitoring and reporting

Who We Serve

Venture-backed startups
SMEs and high-growth companies
Family offices & corporate investors
Regional and international expansion ventures

Ready to Raise Capital?

Let's help you structure a winning capital strategy.

Our Approach

→ Strategy-Led. Investor-Aligned. Execution-Focused.

We combine deep financial expertise with strategic insight to deliver capital solutions that are realistic, scalable, and aligned with your long-term goals

4.1 Strategic Advisory &

Financial Heath Check

Bridge today’s numbers to tomorrow’s strategy.

Our Strategic Advisory & Financial Health Check gives owners, boards, and investors an objective 360° view of the business—then turns those findings into a clear plan of action.

What's Include

Strategic Road-Mapping

A board-ready strategic roadmap that links initiatives, financing, and measurable milestones.

Vision & growth objective alignment
Scenario & sensitivity modelling
Capital-structure / funding strategy
Risk matrix & mitigation actions

Actionable Recommendations

A prioritized plan that your team—or our fractional CFOs—can execute immediately.

90-day quick-win playbook
12-month implementation timeline
Owner / champion assignments
KPI dashboard blueprint

Financial Diagnostics

A concise “state of the union” scorecard pinpointing strengths, gaps, and hidden risks.

Balance-sheet & P&L integrity review
Cash-flow stress test & runway analysis
Ratio & KPI benchmarking against peers
Working-capital efficiency check

Why Clients Choose This Engagement

List and describe the key features of your solution or service.

Data-driven clarity

We translate raw numbers into insight, revealing the true levers of value creation.

Industry-specialized guidance

Engagements are led by CFOs who already know your sector’s metrics, regulations, and investor expectations.

Flexible follow-through

Act on the plan with your own team or retain us on a fractional basis to steer execution and reporting.

Investor-grade outputs

Whether you’re preparing for fundraising, an acquisition, or internal realignment, our deliverables stand up to due-diligence scrutiny..

4.2 Business Planning

& Turnaround

Renew the plan. Restore momentum. Re-ignite growth.

Whether you’re charting an ambitious expansion or steering through distress, our Business Planning & Turnaround engagement delivers the insight and leadership needed to get results—fast.

What We Do

Rapid Situation Assessment

Clear view of today’s risks, obligations, and breathing room.

13-week cash-flow overhaul
Liquidity runway & covenant review
Stakeholder pulse-check (banks, investors, suppliers)

Stabilization & Cash Preservation

Immediate cash savings and extended runway.

Expense cut & burn-rate plan
Working-capital release (AR, AP, inventory)
Debt refinancing / covenant renegotiation

Strategic Turnaround Plan

A board-approved turnaround blueprint with milestones, KPIs, and accountability owners.

Root-cause analysis of margin, revenue, and cost issues
Market & competitor repositioning
Scenario modelling & break-even roadmap

Execution & Governance

Discipline, transparency, and measurable progress against the plan.

PMO cadence and KPI dashboard
Stakeholder communication pack
Weekly/Monthly steering committees

Business Planning for Growth

Investor-grade plan that aligns resources with strategy and proves future value.

3-to-5-year financial model & capital map
Product / segment profitability analysis
Headcount, systems, and CapEx planning

Why Choose Our Team

Seasoned turnaround CFOs

Specialists who have rescued, re-capitalized, and relaunched companies across tech, retail, manufacturing, and services.

Data-driven, action-oriented

We combine hard analytics with pragmatic playbooks that your team can execute immediately.

Seamless escalation path

Need new funding, M&A scouting, or bankruptcy protection? Your fractional CFO can lead the next step without disrupting momentum.

Flexible engagement model

Scale hours up during the crisis phase and taper back once stability returns.

Facing a cash crunch or planning your next growth leap?

Let our Business Planning & Turnaround experts help you stabilize quickly and build a resilient roadmap to a stronger future.

4.3 Business Performance

Management

From raw data to repeatable wins..

Our Business Performance Management engagement builds the metrics, systems, and cadence that let leaders spot issues early, double-down on what works, and drive company-wide accountability.

What's Included

KPI Architecture

A concise scorecard that links daily activity to strategic goals.

Identify value and risk drivers
Define financial & operational KPIs (lag/lead)
Set targets and owner accountability

Data & Dashboard Build

One source of truth that updates automatically—no more spreadsheet wrangling.

Integrate ERP/CRM/BI data feeds
Design real-time dashboards and mobile alerts
Automate variance calculations

Performance Cadence

A disciplined rhythm that turns insight into action and keeps teams aligned.

Monthly/quarterly business-review packs
Variance & root-cause analysis
Action-item tracking and follow-up

Continuous Improvement

Measurable gains in productivity, margin, and cash conversion.

Benchmarking vs. peers
Process-efficiency deep dives
Profit-improvement & cost-reduction roadmaps

Driver-Based Forecasting

Clear visibility on how every lever affects revenue, margin, and cash.

Rolling 12- to 18-month model tied to KPIs
Scenario & sensitivity testing
“What-if” impact visualizations

Why It Matters..

Faster decisions

Real-time dashboards put insight in managers’ hands before month-end closes.

Sharper accountability

Owners, targets, and timelines are baked into the review cadence.

Strategic alignment

KPIs are mapped to long-range goals so every action moves the needle.

Scalable infrastructure

Built on cloud BI tools that grow with you and eliminate manual reporting.

Ready to transform performance data into a competitive advantage?

Contact us to implement a Business Performance Management framework that powers informed, agile decision-making across your organization.

4.4 Finance

Transformation

Re-engineer your finance function for speed, insight, and scale. Our transformation specialists—working alongside your fractional CFO—deliver:

Process Modernization

Map, streamline, and automate Procure-to-Pay, Order-to-Cash, Record-to-Report, and FP&A cycles.

Digital Enablement

Implement or optimize ERP, BI, and RPA solutions for real-time data and touch-less workflows.

Data & Controls Architecture

Establish a single source of truth, strengthen internal controls, and embed compliance by design.

Operating-Model Redesign

Align roles, offshore/onshore mix, and service-level metrics to strategic goals.

Change & Upskilling

guide stakeholder adoption, train teams, and embed a culture of continuous improvement.

Result: faster closes, sharper insights, lower cost-to-serve, and a finance organization built to power growth.

4.5 Profitability & Cashflow Management

Boost margin, free up cash, and see trouble coming before it hits. Our fractional CFOs:

Outcome: higher margins, stronger liquidity, and the confidence to fund growth without surprises.

Pinpoint true unit economics

isolate profit drivers, loss-makers, and quick margin wins.

Refine pricing & cost structure

align pricing, discounts, COGS, and overhead for sustainable gross and net profit.

Accelerate working-capital cycles

speed up receivables, negotiate payables, and right-size inventory to release cash.

Deliver disciplined cash-flow forecasting

current-state process review, short- and long-range forecasts, executive review cadence, and scenario stress-testing so leaders see runway, spot gaps early, and make data-driven decisions.

Install real-time liquidity dashboards

live burn, runway, and covenant tracking for founders, boards, and lenders.

Comprehensive Financial Services Tailored to You

Get personalized financial advice from our experienced advisors to help you make informed decisions about your finances and achieve your financial goals.

Learn More Download pdf →

Tax Planning And Optimization

Our tax planning services aim to minimize your tax liabilities and maximize your savings through strategic advice and effective tax management. We help you understand the latest tax laws and regulations and identify tax-saving opportunities.

Cash Flow Management

We assist you in managing your cash flow effectively to ensure smooth business operations.

Wealth Your Management

Comprehensive wealth management strategies to help grow and protect your assets.

Invoice FAQs

How do I generate invoices?

You can generate invoices directly through your dashboard under the billing section.

Wealth Your Management

Comprehensive wealth management strategies to help grow and protect your assets.

Cash Flow Management

We assist you in managing your cash flow effectively to ensure smooth business operations.

What systems can I integrate with?

You can integrate our platform with leading ERP, CRM, and accounting software for seamless operations.

Our technical team is available to assist with integration setup and troubleshooting.

Cash Flow Management

We assist you in managing your cash flow effectively to ensure smooth business operations.

How do I become a partner?

To become a B2B partner, fill out our application form and our team will contact you for the next steps.

Our partners enjoy priority support, co-marketing opportunities, and exclusive access to resources.

Wealth Your Management

Comprehensive wealth management strategies to help grow and protect your assets.

Smart Investments for a Secure Tomorrow

Smart Investments

With a focus on strategic investments, we help you build a robust portfolio that secures your financial future and mitigates risks.

Our website uses SSL encryption to ensure that all data transmitted

Others Services

Lorem ipsum dolor sit amet, consectetur

adipiscing elit. Volutpat odio nunc magna

aenean et volutpat nis

Fractional CFO Services