Impact

Measurable outcomes
across our portfolio

We measure success by the strategic value we create—capital efficiency improvements, time-to-decision acceleration, and risk mitigation that enables aggressive growth with structural resilience. Every engagement includes clear KPIs and quantifiable business impact.

Portfolio Metrics

Data-driven results
across 127+ companies

₹840Cr+
Cumulative annual value delivered through strategic tax optimization and capital structure design
18-24%
Average effective tax rate reduction achieved through multi-jurisdiction structuring
3.2x
Faster due diligence completion for companies with proactive financial infrastructure
92%
Client retention rate among companies partnered with through multiple funding rounds
₹8.4Cr
Median annual value creation per client through combined tax and advisory services
15Y+
Average partnership duration with founding management teams
67%
Average reduction in compliance management time through automated infrastructure
4.2x
Valuation increase for companies implementing comprehensive financial architecture
Detailed Case Studies
B2B SaaS · Series B
₹12.3Cr
Annual tax savings

Multi-Jurisdiction Tax Optimization for Global SaaS Platform

Challenge

Fast-growing B2B SaaS company with revenue operations across India, Singapore, and United States facing fragmented entity structure resulting in 34% effective tax rate and operational complexity inhibiting strategic acquisitions. Leadership team spending 20+ hours monthly on tax coordination across jurisdictions.

Designed integrated holding company structure with Singapore as regional hub. Implemented transfer pricing framework aligned with OECD guidelines, optimized royalty and service fee structures between entities, and secured advance pricing agreements with tax authorities across three jurisdictions. The restructuring reduced effective tax rate to 16% while establishing scalable framework for future geographic expansion. Simultaneously established automated compliance calendar reducing management time to under 4 hours monthly.
18%
Effective tax rate reduction
₹12.3Cr
Annual recurring savings
6 months
Implementation timeline
Fintech · Pre-Series A
4.2x
Valuation increase

Financial Infrastructure for Accelerated Fundraising

Challenge

Early-stage fintech startup preparing for Series A raise with fragmented financial data, no formal cap table management, and limited financial planning infrastructure. Initial investor conversations revealed concerns about financial operations maturity, threatening both valuation and timeline. Target raise date 9 months away with projected valuation of ₹140 crore.

Implemented comprehensive fractional CFO engagement six months before targeted fundraise. Established clean cap table with proper ESOP pool structure (12% allocation with 4-year vesting), created board-ready financial reporting framework with monthly unit economics dashboards, developed three-year financial model with scenario planning across three growth trajectories, and instituted investor-grade internal controls. Prepared comprehensive data room and supported management presentations during fundraising process.
₹185Cr
Series A valuation achieved
30%
Above initial target
4 weeks
Due diligence duration
Healthcare Tech · Growth
67%
Time reduction

Automated Compliance Infrastructure at Scale

Challenge

Healthcare technology company operating across 12 states with complex regulatory requirements consuming 200+ management hours monthly for compliance coordination. Fragmented systems creating bottleneck for strategic initiatives and increasing non-compliance risk exposure. Two historical compliance violations in prior 18 months resulting in ₹14 lakh penalties.

Designed proactive compliance calendar integrated with automated workflow management system. Implemented centralized documentation repository, established direct integration between financial systems and regulatory portals, and created predictive compliance monitoring with 90-day forward visibility. Built compliance dashboard providing real-time status visibility to executive leadership and board. Instituted quarterly regulatory change reviews anticipating upcoming compliance requirements.
200+ hrs
Monthly time reclaimed
Zero
Compliance violations (24mo)
12 states
Concurrent management
Marketplace · Series C
₹180Cr
Transaction value

M&A Due Diligence & Integration Advisory

Challenge

Series C marketplace platform pursuing strategic acquisition of complementary business to accelerate category expansion. Target company operated across India and UAE with ₹180 crore purchase price under negotiation. Buyer required comprehensive due diligence within 45-day exclusivity period while maintaining confidentiality and preparing integration roadmap.

Conducted comprehensive financial, tax, and operational due diligence identifying ₹8.2 crore in working capital optimization opportunities and ₹4.5 crore annual tax synergies through entity consolidation. Quality of earnings analysis revealed ₹3.1 crore in non-recurring revenue requiring purchase price adjustment. Negotiated revised transaction structure reducing cash consideration by ₹12 crore while maintaining founder alignment through earnout mechanism. Developed 12-month integration roadmap covering finance, tax, compliance, and operational workstreams.
₹12Cr
Purchase price reduction
₹4.5Cr
Annual tax synergies
42 days
Diligence completion
Deep Tech · Seed
8.2%
Dilution saved

Strategic ESOP Design for Deep-Tech Startup

Challenge

Seed-stage deep-tech startup requiring senior engineering talent from established technology companies. Competitive offers requiring ₹60-80 lakh annual compensation packages beyond company's cash capacity. Founders concerned about equity dilution with investors requiring 15% ESOP pool allocation threatening to reduce founder ownership below control threshold.

Designed tax-optimized ESOP structure with performance-based vesting tied to product milestones and revenue targets. Negotiated with investors for 12% ESOP pool with top-up provision post-Series A based on hiring needs assessment. Created tiered grant structure enabling competitive offers at 30-40% cash discount through equity value proposition. Implemented quarterly valuation framework providing transparent equity value communication to recruits. Structured founder secondary sale opportunity in Series A reducing dilution impact.
8.2%
Founder dilution reduction
5 hires
Senior engineers attracted
35%
Cash compensation discount

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