Frequently Asked Question

You’ll typically need a pitch deck, business plan, financial model, and an investor one-pager. Some investors may also request a data room with metrics, cap table, and legal docs.

To help investors assess your business potential, scalability, and ROI. It’s not a traditional operations plan — it’s an investment thesis in business plan format.

Too much fluff, too little clarity. Most decks overuse buzzwords and under-explain metrics. Investors want clarity on the problem, scale, unit economics, and why now.

It outlines workflows, resource planning, KPIs, internal SOPs, vendor coordination, and department-level cost structures.

A Virtual CFO offers strategic guidance on budgeting, forecasting, cash flow management, fundraising, and investor reporting—beyond bookkeeping or compliance tasks.

We discuss dynamic 3–5 year financial models including revenue projections, cost structures, hiring plans, unit economics, CAC/LTV, and scenario planning.

MIS focuses on internal decision-making using dashboards and performance metrics, while investor reporting emphasizes external updates, metrics, and narratives.

A budget offers control, visibility, and agility. It helps businesses optimally allocate resources, avoid cash gaps, and plan for growth or downturns.

Our bookkeeping covers daily transactions, bank feeds, categorization, reconciliations, invoicing, and monthly reporting using tools like QuickBooks, Xero, and Zoho Books.

Management reports are internal dashboards and reports used for decisions—covering profitability, costs, and performance trends—not just compliance summaries.

Finalizing reconciliations, AP/AR entries, accruals, payroll data, depreciation, and generating financial reports.

Invoice receipt, 3-way matching, payment scheduling, approval workflows, vendor communication, and integration with tools like Bill.com and Zoho Books.