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Client Success Stories

EcoPulse Technologies – Clean Energy Startup

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.

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UrbanKraft Interiors – Interior Design Firm

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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We took over their Bookkeeping Services, first cleaning up nearly 18 months of outdated and unbalanced records.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.

NutriGlow HealthTech – D2C Nutrition Brand

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.

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