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Accounting & Finance

Virtual CFO Services

Part-time CFO leadership — financial strategy, board and investor reporting, fundraising readiness, working capital management, and ERP advisory without the full-time cost.

Board ReportingFundraising SupportWorking CapitalERP Advisory

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🔒 Your information is 100% confidential

Avg. response time: under 2 hours

50+

vCFO engagements

Board-ready

MIS packs delivered

Fundraising

Support delivered

70–80%

Cost saving vs full-time CFO

Overview

What is a Virtual CFO?

A Virtual CFO is a senior finance professional engaged on a part-time, fractional basis — typically 20–40 hours per month — to provide strategic financial leadership to companies that need CFO-quality oversight but cannot justify a full-time hire. JCA's vCFO service covers financial planning, board and investor reporting, fundraising coordination, working capital optimisation, and ERP management. Our vCFOs have experience across startups, SMEs, PE-backed companies, and listed entities.

A full-time CFO in India costs ₹25–40 lakhs per year in CTC. JCA's vCFO service delivers equivalent strategic value at ₹1.8–9 lakhs per year — a 70–80% saving with no recruitment, ESOP, or perquisite overhead.

Best for

Startups (Seed to Series B) · Mid-market SMEs · PE-backed companies

Commitment

20–40 hours/month

Deliverables

Board decks, MIS, models, investor reports

Cost vs full-time

70–80% savings

Coverage

Pan-India, remote-first

Key Benefits

What a JCA Virtual CFO Delivers

CFO-Quality Without Full-Time Cost

CFO-Quality Without Full-Time Cost

Strategic financial oversight at 20–40 hours/month; save ₹15–25 lakhs/year vs full-time hire with no ESOP or perquisite overhead.

Board & Investor Reporting

Board & Investor Reporting

Accurate, timely board packs with P&L variance, cash runway, KPI dashboards, and fundraising readiness metrics — every month.

Fundraising Readiness

Fundraising Readiness

Financial model, pitch deck financials, due diligence dataroom, cap table structuring, and term sheet review support.

Working Capital Optimisation

Working Capital Optimisation

Receivables acceleration, payables optimisation, inventory turns improvement, and cash conversion cycle reduction.

ERP Selection & Implementation

ERP Selection & Implementation

Evaluate SAP, Oracle NetSuite, Zoho, or Microsoft Dynamics; manage implementation and go-live aligned to your growth stage.

Covenant & Compliance Monitoring

Covenant & Compliance Monitoring

Monitor bank covenants, SEBI obligations, RBI reporting requirements, and lender information undertakings.

Our Process

How the vCFO Engagement Works

From financial health assessment through ongoing strategic CFO advisory.

01

Financial Health Assessment

Deep-dive review of books, cash position, burn rate, working capital cycle, and key financial risks.

02

MIS & Reporting Design

Design monthly MIS pack structure, KPI framework, dashboard templates, and board reporting cadence.

03

Strategic Financial Planning

Annual operating plan, 3-year financial model, scenario planning, and budget vs actuals framework.

04

Fundraising / Banking Support

Investor financial model, CIM financials, term sheet review, banker liaison, and due diligence data room coordination.

05

Ongoing CFO Advisory

Monthly board meetings, management committee attendance, covenant monitoring, regulatory compliance tracking, and ERP oversight.

Checklist

Documents Required

Financial Records

  • Last 3 years financial statements
  • Current trial balance
  • Management accounts / MIS (if any)
  • Bank loan agreements and covenant schedules
  • Cap table / shareholder register

Commercial & Governance Records

  • Revenue contracts and order book
  • Budget / forecast (if existing)
  • Board meeting minutes (last 12 months)
  • Key vendor/customer contracts
  • HR data and attrition metrics
Our Edge

Why Choose Juris Capital Advisory for Virtual CFO?

Series A/B Experience

Series A/B Experience

vCFOs with hands-on fundraising and PE board reporting track records.

Board-Presentation Quality

Board-Presentation Quality

Board packs and decks built to institutional investor standards.

Fundraising Expertise

Fundraising Expertise

Financial models and due diligence datarooms that have closed real rounds.

ERP Advisory

ERP Advisory

Platform-agnostic ERP evaluation and implementation management.

Chartered Accountants

Chartered Accountants

All engagements led by qualified Chartered Accountants.

100% Confidential

100% Confidential

All business information protected under professional privilege and NDA.

Testimonials

What Our Clients Say

We closed our Series B with JCA's vCFO having built the complete financial model, term sheet review, and due diligence data room. The lead investor's CFO complimented the quality of the financial disclosures. JCA was a genuine differentiator.

P

Pranav Raghavan

Co-founder, D2C Brand, Chennai

Our PE board required quarterly packs with P&L, cash flow, variance analysis, and KPI dashboard — submitted within 5 days of quarter-end. JCA's vCFO has delivered this without a single miss in 14 months.

L

Lakshmi Narayanan

MD, PE-Backed Logistics Company, Hyderabad

The ERP selection JCA ran evaluated SAP, Zoho, and Oracle. They presented a structured comparison aligned to our growth plan, managed the vendor demos, and oversaw the SAP B1 implementation. No other local firm offered this depth.

C

Chandra Sekhar

CFO, Manufacturing Group, Coimbatore

FAQs

Frequently Asked Questions

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CFO-Quality Leadership at 70–80% Lower Cost

JCA's Virtual CFO service delivers board-ready MIS, fundraising readiness, working capital management, and ERP advisory — all from an ICAI-registered CA team at a fraction of the full-time cost.