Founders
Companies one to two years old, with no CFO yet and a board starting to ask.
High-growth, VC & PE
Does your finance team have a seat at the table?
When business leaders make decisions, is finance in the room?
10–30Companies per portfolio
6Core services
WeeksTo a first answer
20+ yrsIn the operating seat
How many of these are true across your portfolio?
One or two is a company with a problem. Four or five is the same problem, repeating.
Select the challenges you see across your portfolio0 of 6 selected
Nothing selected yet. If none of them land, that is a good sign.
The problem
Are you experiencing any of these in your portfolio companies?
Interact with our live dashboards and see what you may be missing out on.
01Across the portfolio
Different businesses. Same finance playbook.
Every portfolio company has its own market, strategy and stage of growth. Yet the same finance challenges keep surfacing — holding back performance, slowing decisions and limiting value creation.
Our approach is to build a repeatable finance playbook: one that puts finance in the room, partners with the business, and scales across the portfolio.
- 01From reporting to business partneringFinance should explain what is happening, why it is happening and what to do next — not just report the numbers.
- 02A seat at the tableEquip finance to partner with the CEO and business leaders on growth, pricing, margins, cash and capital allocation.
- 03A playbook, not another one-off fixDefine the right people, processes, MIS, controls and technology once — then adapt and deploy across portfolio companies.
- 04Institutionalise, do not dependBuild a finance function that is scalable, decision-ready and less reliant on any individual CFO.
Build the playbook once. Put finance in the room. Scale it across the portfolio.
Six areas of finance · 30 companies
How many of your companies need work in each area.
Reporting and board packs comes up most: 13 of your 30 companies. Then finance leadership (11) and cost work (10).The fix is the same in every one of them, so it is built once and then deployed to each company that needs it — instead of 13 separate projects.
Reporting and board packs
The numbers arrive late and in a different shape each time, so every board pack is rebuilt from scratch.
What the work covers
- One reporting standard
- A faster close
- Board MIS on a fixed date
Illustrative split. Every fund is different; the six areas are not.
What a portfolio company gets
What we actually do for a portfolio.
01
Cost, Procurement & Commercial Value
Spend and contract forensics that find money already leaking out — then the renegotiation that stops it.
02
Finance Function Transformation
ERP selection and systems that scale with the company rather than against it.
03
Finance Capability & Leadership
Bench strength built before a permanent senior hire can be justified.
04
CFO Office & Board Readiness
Board and investor MIS on a fixed cadence, plus a time-boxed compliance and audit-readiness sprint before diligence.
05
Governance & Risk Controls
The governance a term sheet will ask for, built before anyone asks for it.
How we work together
Multiple ways in which we can work together.
Pick the one that fits, and we will come to the call ready for it.
Tick the one closest to what you need — or book the call and we will work it out together.
Set up a meeting →Who this is for.
Three situations. If one of them is yours, the first conversation is short.
VC & PE investors
Funds evaluating finance support across a portfolio rather than one company.
Mid-size companies
₹500–1,000 Cr revenue, modernising a finance function built for a smaller business.
What the portfolio has in common
The challenge isn’t always more finance capacity. Sometimes, it’s experienced finance capability.
A portfolio company rarely needs more people in finance. It needs one person who has already answered these questions.
FAQs
Questions worth asking. Answers that create clarity.
We bring clarity to what matters today and build the capabilities needed for what comes next. We partner with you through the journey — from solving immediate challenges to building a finance function that supports sustained growth.
Because a strong finance team can become a stronger business partner. We work alongside your team to bring experience, perspective and practical playbooks — helping finance earn a greater seat at the table.
We look for the pattern, not just the problem. We build the playbook once, adapt it to each business and create repeatable solutions that can scale across the portfolio.
With clarity. We start with the business agenda — understanding where finance is creating friction, where the biggest opportunities lie and what needs to change first.
Clarity today. A stronger tomorrow.
Still the wrong question for your situation?
Ask us directly →Talk to us about one company, or a whole portfolio.
Twenty minutes. Bring the company that worries you most, and we will tell you what we would look at first.