Our Services

Monthly MIS With Insights

Clear, structured monthly reports that help you understand where the business stands.

Our monthly MIS delivers clear, structured financial reports with meaningful insights into your business performance. We go beyond numbers to highlight trends, risks, and opportunities, helping you track progress, manage cash flows, and make informed decisions with confidence every month, aligned with your strategic goals.

01

Easy-to-read MIS with key metrics

Easy-to-read MIS reports, simplifying performance tracking and enabling faster, better-informed business decisions.

02

Department wise performance insights

Department-wise performance insights provide clear visibility into efficiency, costs, and results across each business function.

03

Management-ready dashboards

Management-ready dashboards present real-time data, enabling monitor performance and make confident decisions.

Budgeting & Forecasting

Plan growth with confidence using realistic, data-backed financial projections.

Our budgeting and forecasting services enable confident growth planning with realistic, data-backed financial projections. We align budgets with business goals, anticipate cash flow, and evaluate multiple scenarios, empowering teams to make informed decisions, manage risks, and stay prepared for future opportunities.

01

Annual, quarterly or Monthly budgets as per need

Flexible budgeting solutions offering annual, quarterly, or monthly budgets for evolving business needs.

02

Actual vs budget variance analysis

Actual versus budget variance analysis compares performance, identifies gaps, and supports informed corrective management decisions.

03

Forecast based on business drivers

Forecasts based on key business drivers provide accurate projections, enabling proactive planning and confident decision-making.

Profitability & Unit Economics

Understand what truly drives profits and where margins can improve.

Our profitability and unit economics analysis reveals what drives profits across products, customers, and channels. By examining costs, pricing, and contribution margins, we identify improvement opportunities, optimize performance, and support sustainable, scalable growth with clear financial insights.

01

Product, customer & channel level profitability

Analyze product, customer, and channel-level profitability to identify high-performing areas and optimize overall business margins.

02

Unit economics and contribution analysis

Unit economics and contribution analysis assess costs, revenues, and margins to drive profitable business decisions.

03

Cost and margin improvement insights

Cost and margin improvement insights identify inefficiencies, optimize expenses, and enhance profitability across products and operations.

Cash Flow Management

Maintain liquidity and avoid surprises with proactive cash planning.

Our cash flow management services ensure liquidity, proactive planning, and financial stability. By monitoring inflows and outflows, forecasting cash needs, and providing actionable insights, we help optimize working capital, meet obligations, seize opportunities, and prevent unexpected cash challenges.

01

Cash flow tracking and projections

Cash flow tracking and projections monitor finances, forecast future liquidity, and ensure smooth business operations.

02

Working capital optimisation

Working capital optimization improves liquidity, reduces costs, and maximizes efficiency to support sustainable business growth.

03

Burn rate and runway monitoring

Burn rate and runway monitoring track spending pace and cash longevity, ensuring informed financial planning decisions.

Financial Planning & Analysis (FP&A)

Use financial data to make better strategic and operational decisions.

Our Financial Planning & Analysis (FP&A) services help you harness financial data for smarter strategic and operational decisions. Through detailed analysis, scenario modeling, and actionable insights, we enable leadership to optimize performance, allocate resources efficiently, and achieve short- and long-term goals.

01

Business and scenario planning

Business and scenario planning assesses possibilities, guiding strategies and preparing companies for future uncertainties.

02

KPI and performance analysis

KPI and performance analysis tracks key metrics, evaluates results, and provides insights for improved business performance.

03

Strategic support for leadership decisions

Strategic support for leadership decisions provides insights, data-driven guidance, and analysis to drive effective business outcomes.

Fundraising Support

End-to-end support to help you raise capital with clarity and confidence.

Our fundraising support provides end-to-end assistance, guiding startups and growing businesses through every stage of raising capital. From preparing financials and investor presentations to strategy advice and due diligence, we ensure you approach investors with clarity, confidence, and a strong chance of success.

01

Investor-ready financial models

Investor-ready financial models deliver accurate projections, highlight potential, and inspire confident investment decisions.

02

Pitch deck & data room support

Pitch deck and data room support create compelling presentations and organized investor materials, enhancing fundraising success.

03

Fundraising strategy and investor coordination

Fundraising strategy and investor coordination optimize planning, communication, and execution to attract investors.

IPO Preparation & Support

Prepare your business for public markets with strong financial foundations.

Our IPO preparation and support services help businesses establish strong financial foundations, ensure regulatory compliance, and create transparent reporting. We guide you through due diligence, documentation, and investor readiness, positioning your company confidently for a successful transition to public markets.

01

Support on Key sections of DRHP

We provide support on key DRHP sections, ensuring accuracy, compliance, and investor-ready disclosures for IPOs.

02

Coordination with merchant bankers, auditors & legal advisors

We coordinate with bankers, auditors, and legal advisors to ensure smooth, compliant, & timely IPO processes.

03

Management support during investor roadshows and Q&A

We assist management during investor roadshows and Q&A for confident presentations.

Investor Relations & Communication

Clear, investor-ready communication that builds confidence and credibility.

We help founders and leadership teams communicate their business story effectively to existing investors through structured reporting and forward-looking narratives. Our investor relations support ensures transparency, clarity and alignment with growth expectations.

01

Board Deck Preparation

We prepare professional board decks that highlight key business metrics, strategic updates, and action points - helping founders communicate effectively with investors and board members.

02

Investor MIS & KPIs

We design and maintain investor-ready MIS covering financial performance, unit economics, cash flows, and key KPIs—ensuring clarity, consistency, and confidence in reporting.

03

Performance vs Plan & Future Outlook

We analyze performance against budgets & forecasts, explain variances, & present clear outlook helping investors understand business momentum & future plans

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