Client Profile:
A digital services platform targeting underserved segments through tech-enabled solutions
(Pre-revenue stage at the time of engagement; bootstrapped; preparing for pre-seed raise of ₹50 lakh / ~$60,000 USD)
Engagement Scope:
CFO Pulse was brought in to support the startup in preparing for its first external round of funding, focused on investor readiness, financial structuring, and data room preparation.
CFO Pulse Approach:
🧮 1. Financial Structuring & Clarity
- Set up a basic but scalable financial architecture, ensuring clear classification of expenses and early-stage cost tracking
- Helped the founders structure their cap table and equity dilution plan ahead of fundraising
📊 2. Investor-Ready Pitch Deck & Forecasting
- Designed 3-year financial projections including monetization assumptions, CAC, LTV, runway, and breakeven forecasts
- Integrated key performance metrics (daily active users, average revenue per user, etc.) into the pitch narrative
- Ensured consistency between pitch deck, financial model, and business plan
📁 3. Data Room & Due Diligence Support
- Created a simple, well-organized investor data room with all required compliance, financial, and business documentation
- Supported the founders during investor Q&A and diligence discussions with timely clarifications and updates
Tangible Results:
- Startup successfully raised ₹50 lakh (~$60,000 USD) in pre-seed funding
- Investor feedback praised the clarity and preparedness of the financials and projections
- Enabled the founders to pitch with confidence and navigate diligence without delays
- CFO Pulse laid the financial groundwork for future seed/Series A rounds
