Startup Advisory & Virtual CFO – Strategic Financial Leadership for Growing Businesses

Expert financial planning, compliance management, and growth strategy without hiring a full-time CFO.

Who Needs this Service?

Early-Stage Startups Raising Funds or Managing Grants

Ideal for startups in their initial growth phase that are seeking investor funding, venture capital, or managing government and institutional grants, requiring structured financial planning and compliance support.

Perfect for founders who require strategic financial advice, forecasting, budgeting, and decision-making support without the cost of hiring a full-time Chief Financial Officer.

Suitable for expanding businesses planning geographic expansion or product launches, ensuring financial feasibility, risk assessment, and structured growth strategies.

Designed for companies experiencing rapid growth that require organized financial processes, internal controls, reporting systems, and scalable financial infrastructure.

Applicable across diverse industries including technology, service-based companies, manufacturing units, and mission-driven social enterprises seeking professional financial management support.

Eligibility Criteria

Registered Business (Proprietorship / LLP / Pvt Ltd / Company)

Active business operations or planned startup launch

Financial data available (bank statements, expenses, revenue records)

Commitment to structured financial planning

Requirement for strategic financial advisory

Startup Advisory

Business structure guidance (Pvt Ltd, LLP, OPC).

Founders' agreement and cap table consulting.

ESOP & valuation readiness.

DPIIT/START YP India, Startup Odisha

Seed and angel round financial modeling.

Fundraising Support

Valuation advisory with DCF/multiple approach.

Financial projections (3–5 years).

Term sheet and SHA review assistance.

Data room prep for due diligence.

Investor introductions via partnered networks (on request).

Documents Required

Founding documents (MOA, AOA, PAN, GST).

1.

Previous financials (if any).

2.

Investor decks (if applying for funding).

3.

Cap table or shareholding structure (if applicable).

4.

Bank statements and business plan.

5.

Step-by-Step Process

Introductory Consultation

01

Onboarding & Systems Setup

02

Monthly Financial Management

03

Strategic Advisory Support

04

Estimated Timeline 7–10
working days

Government Fees Varies by authorised capital (starts at ₹500)

Penalty & Non-Compliance Risks

Poor cash flow management

Financial misreporting risks

Tax non-compliance penalties

Investor due diligence rejection

Business valuation loss

Compliance Checklist

01

Maintain proper accounting system

02

Monthly MIS reporting

03

Budget vs actual performance review

04

Timely GST, ROC & ITR compliance

05

Advance tax planning

06

Regular financial review meetings

Frequently Asked Questions

What is a Virtual CFO?

A Virtual CFO provides financial strategy, compliance management, and business advisory services on a part-time or contractual basis.

Yes, it is cost-effective compared to hiring a full-time CFO.

Yes, it includes valuation support, pitch deck financials, and investor reporting.

No, LLPs and growing proprietorships can also benefit.

Typically monthly, but frequency can be customized.

Related Services

Ready to Get Started?

Ready to Get Started?

Let SASA Corporate Solutions handle your compliance. Focus on growing your business.