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Services/Finance & Accounts/Financial Consulting
Hire Financial Consultants

CFO-Level Strategy,
Fraction of the Cost

Virtual CFO services, investor readiness, M&A advisory, and business valuation — delivered by senior finance professionals who've been where you're going.

₹12CrFundraise Supported
2xTarget Valuation Achieved
60 DaysTo Cash Flow Positive

Share Your Requirement

Financial Tools & Platforms We Use

Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
QuickBooks
QuickBooks
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Xero
Power BI
Power BI
Looker Studio
Looker Studio
Notion
Notion
HubSpot
HubSpot
Slack
Slack
Dropbox
Dropbox
Zoho
Zoho
Google Analytics
Google Analytics
Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
QuickBooks
QuickBooks
Xero
Xero
Power BI
Power BI
Looker Studio
Looker Studio
Notion
Notion
HubSpot
HubSpot
Slack
Slack
Dropbox
Dropbox
Zoho
Zoho
Google Analytics
Google Analytics
Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
QuickBooks
QuickBooks
Xero
Xero
Power BI
Power BI
Looker Studio
Looker Studio
Notion
Notion
HubSpot
HubSpot
Slack
Slack
Dropbox
Dropbox
Zoho
Zoho
Google Analytics
Google Analytics
What We Advise On

Comprehensive Financial Consulting Services

Virtual CFO Services

Part-time CFO support — financial strategy, investor relations, board reporting, and executive decision support without the full-time hire cost.

Virtual CFOStrategyBoard ReportingInvestor Relations

Fundraising & Investor Readiness

End-to-end investor preparation — data room, financial due diligence, pitch deck financials, and investor Q&A support for seed to Series C.

FundraisingDue DiligencePitch DeckData Room

Financial Strategy & Planning

Long-term financial strategy — revenue model design, pricing strategy, unit economics analysis, and 3-5 year financial roadmaps.

StrategyRevenue ModelPricingUnit Economics

Business Valuation

Professional valuations using DCF, comparable company analysis, and revenue multiples for fundraising, M&A, or ESOP planning.

ValuationDCFM&AESOP

M&A Financial Advisory

Financial due diligence, deal structuring, valuation support, and post-merger integration financial planning for acquisitions and exits.

M&A AdvisoryDue DiligenceDeal StructureIntegration

Profitability & Cost Analysis

Deep profitability analysis by product, channel, and customer segment — finding where the business makes money and where it loses it.

ProfitabilityCost AnalysisSegmentsSKU Analysis

Meet Your Financial Advisors

Nidhi
Hello, I'm

Nidhi

Virtual CFO & Investor Relations Lead

A virtual CFO with 12+ years across startups and scale-ups. Nidhi has led financial strategy through Series A, B, and strategic exits — providing the rigour that enables confident investor conversations and sound strategic decisions.

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Recent Success Stories

Series A at 2x Target Valuation
Virtual CFO & Investor Readiness

Series A at 2x Target Valuation

₹12Cr Raised at 2x Valuation
3 Loss-Making Lines Exited in 60 Days
Profitability & Cost Analysis

3 Loss-Making Lines Exited in 60 Days

Cash Flow +ve in 60 Days
M&A Due Diligence Saves Overpayment
M&A Financial Advisory

M&A Due Diligence Saves Overpayment

3 Risks Found, Offer Repriced

What Our Clients Say

"Our virtual CFO restructured our unit economics presentation, found a critical error in our CAC/LTV model, and helped us field every investor question with precision. We raised ₹12Cr at 2x our target valuation."

Rahul Bose
Rahul Bose
CEO, NexaHealth

"The profitability analysis identified 3 product lines destroying ₹8L/month in value. We exited two and the business became cash-flow positive within 60 days. Extraordinary consulting output."

Tanya Singh
Tanya Singh
Founder, EdLoop

"The M&A due diligence identified three financial risks in the target company that changed our offer price — saving us from a significantly overpaid acquisition."

Michael Patel
Michael Patel
MD, Pacific Holdings

FAQ

Questions about virtual CFO services, valuations, or our consulting process?

Book a Free Strategy Call

Get Started

Senior Finance,
On Your Terms

Our senior advisors deliver the CFO-level expertise your business needs — without the cost or commitment of a full-time hire.

Book Free Strategy CallAll Finance Services
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+91 1800 567 890
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hello@protechplanner.com
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