Corporate Financial Advisory | Savlana Init

Advisory · Corporate Finance

Corporate Financial Advisory — Strategic Finance. Smarter Decisions.

CA-led corporate financial advisory for businesses in India — fundraising strategy, financial due diligence, business valuation, capital structure, investor reporting, and virtual CFO services.

Corporate financial advisory addresses the financial decisions that determine a company's trajectory — how it raises capital, structures its balance sheet, values its business, manages investor relationships, and plans for acquisitions or exits. These decisions require more than accounting expertise; they require strategic financial judgment calibrated to the company's stage, sector, and goals. That is what a CA-led financial advisory practice provides.

Our corporate financial advisory services span the full lifecycle of a business — from early-stage startups building their first financial model for angel investors, to growth-stage companies raising Series A or B equity, to established businesses seeking debt restructuring, working capital optimisation, or M&A advisory. We act as the financial architecture team that works alongside founders, boards, and promoters to make capital decisions with clarity and confidence.

Whether you need a defensible business valuation for a fund raise, a virtual CFO to manage monthly investor MIS and board reporting, or a financial due diligence report before an acquisition, we provide advisory that is grounded in CA-level rigour and aligned with your commercial objectives. All engagements begin with a structured diagnostic of your current financial position and end with a clear action plan.

Our Financial Advisory Services

Fundraising Advisory

End-to-end advisory for equity fundraising — financial modelling, pitch deck financial sections, investor deck review, term sheet guidance, and round structuring.

Business Valuation

Valuation using DCF, comparable company multiples, and asset-based approaches — for investor rounds, ESOPs, M&A, regulatory purposes, and FEMA filings.

Financial Due Diligence

Buy-side and sell-side financial due diligence — quality of earnings, working capital analysis, debt review, and tax exposure assessment for M&A transactions.

Virtual CFO Services

Monthly MIS, board reporting, investor updates, treasury management, and financial planning — CFO-level financial leadership on a retainer basis.

Capital Structure Advisory

Advice on optimal mix of equity, debt, and quasi-equity instruments — structured to minimise cost of capital and align with business growth plans.

Financial Modelling

3–5 year integrated P&L, balance sheet, and cash flow models with revenue drivers, unit economics, sensitivity analysis, and funding waterfall.

Working Capital Management

Analysis and restructuring of the working capital cycle — receivables, payables, inventory — to improve cash conversion and reduce borrowing costs.

M&A Advisory

Transaction advisory for acquisitions, mergers, and business sales — structuring, valuation, due diligence coordination, and negotiation support.

Our Process

Financial Diagnostic

We conduct a structured review of your current financials, capital structure, and objectives to identify the key financial decisions requiring advisory support.

Engagement Scoping

The advisory scope — valuation, fundraising, vCFO, due diligence — is defined with clear deliverables, timelines, and engagement terms.

Analysis & Modelling

Detailed financial analysis, modelling, and research is conducted. For fundraising, this includes investor-grade financial models and reporting packages.

Advisory & Recommendations

Findings, recommendations, and actionable steps are presented — structured for use with investors, boards, lenders, or counterparties in a transaction.

Implementation Support

We support execution — investor conversations, lender negotiations, transaction closure, or ongoing vCFO reporting — through to completion.

Why It Matters

✓CA-led rigour — financial advisory grounded in audit and tax expertise

✓Investor-grade financial models that hold up in due diligence

✓Valuation reports accepted for FEMA, ESOP, and investor rounds

✓Virtual CFO gives founders senior financial leadership without full-time cost

✓Due diligence reports structured for PE/VC and acquirer use

✓Capital structure optimised to minimise cost and dilution

✓Working capital analysis improves cash position without new borrowing

✓M&A advisory covers structuring, valuation, and negotiation support

Frequently Asked Questions

Corporate financial advisory covers strategic financial guidance beyond routine accounting and tax compliance — including fundraising advisory, capital structure optimisation, M&A due diligence, valuation, investor reporting, working capital management, and virtual CFO services. It helps businesses make sound financial decisions at every stage of growth.

A business typically needs corporate financial advisory when raising equity or debt capital, preparing for an acquisition or merger, planning a restructuring, negotiating with investors or lenders, preparing for an IPO, or when the founders lack in-house financial expertise. Early-stage companies benefit from advisory that builds investor-ready financial models and reporting frameworks.

A virtual CFO (vCFO) is a CA or financial professional who provides CFO-level strategic financial guidance to a business on a retainer or part-time basis, without being a full-time employee. The vCFO manages financial reporting, budgeting, investor relations, treasury, and fundraising strategy — giving smaller companies access to senior financial leadership at a fraction of the cost of a full-time CFO.

We provide buy-side and sell-side financial due diligence — analysing the quality of earnings, working capital, debt and liabilities, related-party transactions, revenue recognition policies, and tax and regulatory exposure. Our reports are structured for use by investors, PE/VC funds, and acquirers in their investment decision process.

A fundraising financial model typically includes a 3–5 year projected P&L, balance sheet, and cash flow statement; detailed revenue drivers and unit economics; a funding requirement and use-of-funds schedule; sensitivity analysis; and the key metrics investors track in the relevant sector (ARR, CAC, LTV, EBITDA, etc.). The model must be defensible in investor conversations.

Business valuation depends on the stage and type of company. Common approaches include the DCF method for established businesses with stable cash flows, the comparable companies (market multiples) method for companies with public peers, and the venture capital or Berkus method for early-stage startups. We select and apply the appropriate methodology and document the assumptions clearly.

Need a corporate financial advisor?

We provide CA-led financial advisory — fundraising, valuation, due diligence, virtual CFO, and M&A support — tailored to your business stage and growth objectives.