The startup lifecycle

The finance function should change before the company does.

We staff for the stage you are entering so the cap table, books and filings already support the next round—instead of being rebuilt for it.

Find your starting point
00
Month 0–6

Formation

Idea to incorporation

Get entity, ownership, IP and the first operating rails right while every decision is still easy to change.

Entity & structureFounder documentsIncorporationTax registrationsDPIITStartup books
01
Year 1–3

Seed

First institutional cheque

Money arrives with reporting, valuation and governance obligations. Build the evidence before investors ask for it.

Term sheet supportValuationFEMAFirst auditMonthly complianceInvestor MIS
02
Year 3–6

Growth

Series A and beyond

Headcount, states, entities and vendors multiply. Move from ‘is it filed?’ to ‘can we prove the number?’

Virtual CFOBoard packInternal controlsESOP adminTransfer pricingMulti-state GST
03
Year 5+

Scale

Liquidity, listing and exit

Turn years of operating history into an asset for consolidation, secondaries, acquisition or public markets.

ConsolidationDue diligenceIPO readinessRestated financialsSecondariesExit tax
How an engagement starts

Thirty days to
steady state.

Switching advisors should cost you about four hours—not four weekends.

01

Diagnostic

We read the books, filings and cap table.

02

Scope

Written scope, named team and fixed rhythm.

03

Transition

Access, handover, clean-up and live calendar.

04

Steady state

Close, filings and MIS on fixed dates.

Every month, without asking

Your operating baseline.

  • Books closed and reconciled by a fixed working day
  • GST, TDS and payroll filed with evidence in your folder
  • P&L, cash, burn and runway—with written commentary
  • One tracker showing done, due and at risk