Challenge:
EcoPulse Technologies had developed a promising clean energy prototype with strong market
potential. However, despite the technical viability, the company struggled to secure the
necessary funding to move from prototype to market deployment. Their founders lacked
experience with investor outreach, valuation modeling, and compliance documentation, making
it difficult to confidently approach investors. Additionally, they had no internal financial
strategy to guide cost management or scalability planning.
Solution:
Our firm partnered with EcoPulse at a critical time in their journey. We began by providing
Angel Funding Services, helping them craft a compelling investor pitch,
prepare detailed financial forecasts, and establish a valuation based on both market trends
and revenue potential. Simultaneously, our Virtual CFO Services supported
the team in building a scalable financial strategy that aligned with their growth ambitions.
We also managed their Compliance to ensure all statutory and
investor-related filings were prepared and submitted, instilling trust with prospective
funders.
Result:
Within four months, EcoPulse successfully secured $750,000 in angel
funding from two major investors. Armed with a solid financial plan and compliant
documentation, they expanded operations into three new metropolitan areas. The company also
implemented monthly reporting and investor updates, greatly improving transparency and
confidence among stakeholders. They are now preparing for a Series A round, equipped with
both capital and credibility.
Challenge:
UrbanKraft Interiors was experiencing rapid business growth, but their internal accounting
systems couldn’t keep up. Invoices were scattered, expenses were inconsistently tracked, and
tax filing deadlines were frequently missed. This led to cash flow uncertainty, rising
penalties from non-compliance, and a serious risk of regulatory audits. The management team
knew they needed to bring their finances under control but had no internal team equipped to
handle the complexity.
Solution:
We took over their Bookkeeping Services, first cleaning up nearly 18 months
of outdated and unbalanced records. We transitioned their financials to a cloud-based
accounting platform that allowed real-time tracking of income and expenses. Our
Compliance Services team ensured all tax returns, including GST, TDS, and
annual filings, were brought up to date. Additionally, we provided monthly
Accounting Services that gave their leadership clear reports on project
profitability and budgeting.
Result:
Within just a few months, UrbanKraft went from financial disarray to full transparency. They
avoided over ₹1.5 lakhs in potential penalties and gained real-time visibility into their
cash flow. The improved reporting also helped them make data-driven decisions on pricing and
vendor selection. Today, their finances are on autopilot, and they can focus entirely on
their creative work and client experience.
Challenge:
The founders of NutriGlow had a promising D2C nutrition concept during the post-pandemic
wellness boom, but they lacked the business infrastructure to bring the idea to life. With
no prior experience in starting a business, they were overwhelmed by the complexities of
company registration, GST compliance, and financial planning. They also needed guidance on
how to price their product, break even quickly, and plan for future funding—all while
preparing for a market launch within a tight timeline.
Solution:
We stepped in with a full-stack startup support package. Through our Registration
Services, we incorporated their private limited company, obtained GST
registration, and ensured all licenses and accounts were set up within three weeks. Our
Bookkeeping Services began from day one, giving them clean and organized
records from launch. To steer the business strategically, our Virtual CFO
Services helped define product pricing models, create a break-even analysis,
and build a financial roadmap aligned with growth milestones.
Result:
NutriGlow launched its products within 21 days of onboarding with us and broke even in just
six months—a remarkable achievement in the D2C sector. They now have a steady customer base,
clean monthly financial reports, and investor-ready financial statements. As they prepare
for Series A funding, they are equipped with both operational efficiency and strategic
clarity.