If any of these sound familiar…

If Yes, Next Slide

Need to improve governance to bring in outside capital ?

There is something always “MIS”sing in the MIS?

Get Ready for next phase of growth ?

Optimize capital allocation strategy to fuel expansion ?

Company is profitable but where is all the cash ?

Improve efficiency of finance department ?

Modernize accounting processes ?

Welcome

to

CFO BRIDGE

…a strong financial governance

foundation is critical

For an

SME to evolve

into a ‘corporate’ …

But SMEs face multiple headwinds

DEMAND FOR SEASONED FINANCIAL TALENT

exceeds the supply, creating difficulty in attracting & retaining talent at SMEs

INEXPERIENCED / UNEXPOSED RESOURCES

are prone to non-compliance & disjointed processes, causing suboptimal efficiency

MULTIPLE TOUCHPOINTS

in the finance team, leading to lack of ownership & financial leakages

INTERACTIONS BETWEEN P&L and CASH FLOW

is not fully understood, creating decision paralysis

LIMITED ACCESS TO INVESTORS & LENDING INSTITUTIONS

as well as other service providers, curbing the ability to raise funds which fuel growth

We bridge these gaps

Top notch finance talent on demand - flexible basis (shared, virtual or project based)

Effective compliance management to enhance & protect value

Single touchpoint with accountability

Holistic MIS, with focus on financial & non-financial indicators

Assistance in optimizing capital allocation strategy & accessing external sources of funding to fuel growth

by providing world class CFO support at accessible prices

We help build the critical pillars of finance…

…to enable growth

SYSTEMS

PEOPLE

PROCESSES

01

• Plug & play model of

highly skilled, specialized

talent

• Recruit and train Clients’

talent

02 Streamlining &

modernizing

activities to enable

scale

03

Developing

procedures to

ensure self-reliance,

internal controls

and financial

efficiency

Support services

01

Working capital management,

accounting, building finance team,

MIS, expense management, pricing

review, finance team

transformation

Set-up services

02

Holding structures, choice

of entity, registration &

incorporation, entry

strategy

Business strategy

03

Evaluation, planning &

benchmarking, capital structure

management, divestments

CorporateFinance

04

Business Plans, pitch decks,

investor introductions, Due

Diligences, modeling and

valuation and M&A transaction

assistance

Investor support

05

Investment evaluation, DD,

term sheet & SHA drafting,

post-investment monitoring

Compliance

06

Direct & indirect taxation,

state & labor laws, RBI &

legal support

We provide a range of plug-&-play services

Customizedfor any business

gaps, risks & requirements by

benchmarking industry comparable and

standards, with the future in mind

solutions that are bespoke to the business

such as budgets, plans and risk appetite

with a heavy hands-on approach, to

achieve the long-term goals of the

organization

IDENTIFY

DESIGN

EXECUTE

With new clients, we:

Our PANCH-SHEELFramework “MDCTC”

DRIVERS OF PROFIT

Understanding revenue & cost

economics to drive and

maximize growth drivers

CASHFLOW

MANAGEMENT

To optimize cash cycles to

drive capital efficiency and

eliminate blockages and

leakages

MIS & ANALYSIS

Providing reliable, timely & insightful data that

is comprehensive, complete & comparable

TRAINING

To ensure teams are self-

reliant and expand capabilities

with minimal cost implications

COMPLIANCE

To evolve into a

professional organization

& ensure adequate

governance

02

01

05

04 03

CORE VALUES

Problem solvers

Mentors

Sounding boardFacilitators

Finishers

01

02

03

05

04

That is built on our PANCH-MANTRAS

Tackle complex

issues

Actively

advise on

specialized

topics

Experienced

Business

Partnering

system

Plan and

catalyze

solutions

Execute all

the way

through

Delivering unique value to our customers

PROVEN MODEL

With 180+ clients over past 7

years

Growth mindset

Experienced CFOs that understand profit &

growth drivers to help aid long-term

development

Combined wisdom

Bringing combined knowledge of multiple

experienced CFOs through our proprietary

‘knowledge management system’

Value for money

On-demand access to highly experienced

financial professionals, at a fraction of the

price, converting fixed costs to variable costs

03

02

01

Training

CFO Bridge is not a pure service model, but

trains and passes experience to staff to

ensure sustainability and self-reliance

04

“In just 7 years, we have become the largest service

provider of partner based model in India, having served

180+ clients & building a team with 200+ years combined

experience."

Founded, along

with first client

on Day 1

2012

2014

2016

2018

2020

Reached a client

base of 18, Core

team of 10

Journey so far

Expanded across

sectors (Service,

manufacturing, e-

commerce, agri & PE)

KMS in place and

expanded to

Bangalore and

Chennai

Managing 55+ clients,

across Mumbai, Pune,

Delhi, Chennai &

Bangalore,

Launched in Qatar

10 partners and 20+ staff

Teamdriving change

Our team consists of seasoned CFOs, supported by a

squad of CAs and MBAs. We collectively enjoy 200+ years

of experience, from diverse industry backgrounds.

Our team is enhanced by our tight network of investment

bankers, CA firms, GST & tax consultants, wealth

managers, legal experts and NBFC as well as banks.

V SrinivasanFounder & CFO Partner

Education: CA

Experience: 28+ Years

Past Work Experience:

• CFO-Bharti AXA Life Insurance

• ICICI Prudential, AMP Sanmar & Cairn Energy

On one hand, having worked as CFO of Bharti AXA Life Insurance, V

Srinivasan has excellent knowledge of how large MNCs optimally

manage finance cycles, allocate capital for reinvestment and build

efficient operational support systems.

On the other hand, a startup enthusiast, having invested in a

range of young companies, he has a passion for helping new

companies scale in a sustainable manner with limited access

to capital and resources.

Presence

Mumbai[Head Office]

Pune

Bengaluru

Chennai

New Delhi

Trusted by the best“CFO bridge team has played a very important

role in helping us turn the company around and

improve profitability. They have been able to

identify lapses in our system which then helped us

get accurate information and their monthly MIS

helps me understand how the business is moving

segment wise, we are able to see the effect of our

strategy and decisions in less than a month. They

have been great business partners to us“

Akhilesh Bhargava, MD, AVI Global Plast Pvt Ltd

“CFO Bridge has helped us ensure smooth transition

from a difficult situation faced by us in our

accounting team. They have now put in place a

reliable MIS routine, trained our in-house staff,

helped senior management with usable templates.

They have also helped us managing our personal

wealth by bringing in appropriate resource. They

have demonstrated professionalism in their

approach, have kept the high levels of ethics in their

dealing and we are happy to endorse their services“

Ravi Mahbubani, MD, Devi Constructions

“CFO Bridge is a dependable team of professionals

who work hard to deliver results. Their approach to

issues is business focussed, holistic, data driven and

challenges the status quo. They bring in a fresh

perspective to business issues and have

demonstrated that they stand true to their tagline

“make a positive difference“

Joydeep Sarkar, COO, Hicare Service

“Our work with Srinivasan and his team at CFO-Bridge aimed

to understand our costs and create a unit economics structure

that can help us to correctly quote for our E-Surveillance

based SaaS services. We were thrilled when he and his team’s

implementation program not only resulted in understanding

our costs under various heads but also identified various

parameters and metrics for Business modelling. That was

beyond our expectations in terms of cost savings and the

speed with which we accomplished our goal. What we

appreciated most about working with Srinivasan and his team

was their ability to quickly understand our business, basis of

costing, keep the results truthful and deliver the expected

results on time and then some“

Sunil Udupa, MD, Securense Systems Pvt Ltd

“CFO Bridge has been very instrumental in

executing the financial strategy and compliance for

our company and it had resulted in sustainable and

profitable growth. Experience of CFO Bridge with

SMEs and Professional Start-ups is very notable

and highly valued for our management team as we

are growing with them“

Bhaskar Babu, CEO, Suryoday Small Finance Bank

“We would like to express our appreciation for the excellent work

done by CFO Bridge team for our group companies, VKL

Seasonings Pvt. Ltd. (VSPL) & Food Service India Pvt. Ltd. (FSIPL).

Whether it was a completion of routine accounts, preparation of

MIS, financial statements including P & L; Balance Sheet; Cash

flow or Documents for banks, auditors and completing statutory

audits the work was executed as required. The work was done

timely, accurately and completely. The entire team has worked

and been led professionally and has worked completely

seamlessly as if they were our own employees. We appreciate

their contribution in taking us forward in realizing our own

objectives and take this opportunity to wish them all the very

best for the future. I hope we get a chance to work together

again, in the future“

Ajay Mariwala, MD, VKL Seasoning Pvt Ltd

180+ Happy Clients

Small & Medium Enterprises Start-ups

Institutional Investors

If you would like to learn moreplease get in touch

Hitesh Kothari

M: +91 9769691965

E: hitesh@cfobridge.com

W: www.cfobridge.com

Thank you