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

Yes, especially for startups and SMEs. You get high-level financial strategy and systems oversight without the cost of a full-time CFO.

Absolutely. We work with both bootstrapped and venture-backed founders to build models, align cash flow to milestones, and create investor-ready reports.

Yes. Our Virtual CFO solutions deliver geography-specific support and reporting, aligned with your compliance and investor ecosystem.

We discuss dynamic 3–5 year financial models, including revenue projections, cost structures, hiring plans, unit economics, customer acquisition costs (CAC), and lifetime value (LTV), and scenario planning.

Every model is custom-built using Excel or Google Sheets. We never use generic templates, and each is tailored to your business model and goals.

Yes. We offer model reviews to identify formula errors, logic gaps, unrealistic assumptions, and poor design before investors use.

We cater to businesses from diverse industries, yet our top clients primarily belong to the SaaS, e-commerce, real estate, healthcare, logistics, edtech, hospitality, and cybersecurity sectors. We tailor KPIs to your industry.

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

PowerBI, Tableau, Google Sheets, Excel, FathomHQ—depending on client needs, size, and stack.

Yes. We create modular dashboards, investor update templates, and board-level visual reports to meet the diverse needs of different stakeholders.

Quarterly is standard. Monthly updates are useful for active investors or high-growth startups with milestone-linked capital.

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

A budget is a planned target; forecasting is your real-time prediction based on current trends. Both are critical for performance tracking.

Yes. We specialize in creating rolling forecasts and scenario-based planning with triggers for key events or cost shifts.

Absolutely. We create live dashboards and interactive budgets using Google Sheets, Excel, PowerBI, or Zoho Analytics.

Budgeting and Planning

We use DCF (Discounted Cash Flow), comparable company analysis, precedent transactions, and 409A for US-based companies — depending on the use case.

During fundraising, mergers/acquisitions, ESOP planning, tax purposes, or even to assess internal performance and equity splits.

Early-stage startup valuations are based on assumptions and market comparables. We ensure transparency in assumptions, traction-based logic, and defensible growth metrics.

Yes. DNA Growth provides investor-grade and audit-ready valuation reports, aligned with regulatory and jurisdiction-specific standards.

Financial analytics helps identify trends, forecast outcomes, and evaluate performance. It turns numbers into insights, unlike accounting, which focuses on record-keeping.

What’s driving your margin shrinkage? Which channels are underperforming? Where are hidden costs? When will you run out of cash?

PowerBI, FathomHQ, Google Sheets, Excel, and custom-built dashboards that pull data from systems like QuickBooks, Xero, Zoho, and Netsuite.

Yes. We map operational metrics (like churn, AOV, utilization) directly to financial impact using dashboards and performance models.

KPI dashboards, cohort tracking, churn analysis, sales pipeline insights, cost-to-serve analysis, and predictive business modeling.

No. We work with whatever tools you have, even if it’s just Excel. We make insights accessible without overbuilding.

Yes. We build integrated dashboards and insight pipelines across departments — helping teams align on revenue, cost, and growth levers.

QuickBooks, Shopify, Salesforce, Zoho, GSheets, Excel, and any tool that supports data exports or APIs.

It turns complex reports into easy-to-read visuals, helping teams and investors make faster, data-driven decisions.

PowerBI, Tableau, Google Data Studio, Zoho Analytics, FathomHQ, and customised Excel dashboards.

Yes. We build automated dashboards that sync weekly/monthly to your data source—no need for manual updates.

Absolutely. We design executive dashboards with clean KPIs, benchmarks, and investor-friendly narratives that align with board-level expectations.