Virtual CFO & Advisory Services

Strategic financial modeling, runway analysis, and unit economics tracking for growing startups.

What is included

  • Monthly MIS reporting and KPI dashboards
  • Cashflow forecasting and runway (burn rate) analysis
  • Financial modeling for fundraising and pitch decks
  • Cap-table management and unit economics review
  • Strategic advisory calls with an experienced CFO

How it works

  1. Financial AuditWe baseline your historical data and correct structural anomalies.
  2. Model BuildingWe create robust cashflow models and KPI tracking frameworks.
  3. Strategic ReviewMonthly deep-dive calls to analyze performance vs. budget.

Documents to keep ready

You upload these once in the portal. Items marked optional depend on your situation.

  • Historical MIS / P&LRequiredLast 1-2 years financial summary and current runway
  • Cap Table & Shareholding PatternIf applicableInvestor equity breakdown and convertible notes
  • Budget Forecast & Growth TargetsIf applicableProjected milestones for the upcoming 12 months

Pricing

Basic

₹14,999per filing

GST inclusive (SAC 998231)

  • Monthly MIS
  • Burn rate tracking
  • 1 Advisory Call/mo

Standard

Recommended

₹24,999per filing

GST inclusive (SAC 998231)

  • Budget vs Actuals
  • Financial Modeling
  • 2 Advisory Calls/mo

Premium

₹39,999per filing

GST inclusive (SAC 998231)

  • Fundraising support
  • Board deck prep
  • Weekly Syncs

Questions about Virtual CFO & Advisory Services

Why hire a Virtual CFO instead of a full-time CFO?

A Virtual CFO provides top-tier strategic financial expertise at a fraction of the cost, ideal for seed to Series-A startups that don't need a full-time executive.

Can a Virtual CFO help with fundraising?

Absolutely. We build the financial models, unit economic proofs, and historical MIS reports that VC firms and angel investors demand during due diligence.

What is an MIS report?

A Management Information System (MIS) report provides founders with a customized dashboard of critical metrics (revenue, EBITDA, burn rate, CAC) to drive data-backed decisions.

Related services

Ready to start with Virtual CFO & Advisory Services?

Create a free account, upload your documents once, and your expert takes it from there.

Filedge is a technology platform. Services are delivered by independent qualified professionals. Fees shown are Filedge platform fees for the plan chosen. Government charges, where they apply, are confirmed with you before you pay.