Fractional CFO Services in India and Worldwide

Financial Expertise for Businesses Facing Their Next Big Decision

Growing a business brings financial questions that routine accounting cannot always answer. A company may be profitable on paper yet struggle to fund its next phase of growth. A startup may have enough capital for current operations but lack a clear picture of how long that money will last. An established business may be considering an acquisition without a reliable model of the financial consequences.

Altevius Partners provides fractional CFO services to founders, startups, SMEs, and established companies in India and international markets. We help business leaders understand their financial position, evaluate future commitments, and make informed decisions about capital, profitability, and expansion.

Our work covers cash flow forecasting, financial planning and analysis, management reporting, financial modelling, fundraising preparation, and transaction advisory. Depending on your requirements, we can provide ongoing CFO support or take on a defined financial project.

Led by Gaurav Agrawaal, Altevius Partners draws on experience in transaction advisory, corporate valuation, investor relations, and pre-IPO finance. We bring this background to the financial challenges of growing and established businesses.

Whether your company operates in India or serves customers across international markets, our engagement begins with understanding your business, its financial priorities, and the decisions ahead.

Book a confidential 30-minute consultation to discuss your requirements and explore the right level of financial support.

When Does a Business Need a Fractional CFO?

The need for senior financial guidance often becomes apparent when management has access to accounting information but lacks the analysis required to act on it.

Cash flow is becoming harder to manage

Customer payments may arrive later than expected, supplier commitments may increase, or expansion costs may absorb cash faster than anticipated. We project future receipts and payments to help management prepare for periods when available funds may become tight.

Revenue growth is not translating into stronger margins

A rise in sales does not necessarily mean that every product, customer, or service is contributing enough profit. We examine revenue and associated costs to show where margins are being earned and which areas deserve closer attention.

Expansion plans need a stronger financial basis

Hiring, entering a new market, opening another location, or launching a product can create costs well before the expected returns arrive. Financial modelling helps management compare options and estimate the capital required for each plan.

Investors or lenders require better financial information

External capital providers may request detailed projections, funding calculations, explanations of historical performance, and supporting financial documents. We help prepare the analysis needed for these discussions.

Your finance team is focused on day-to-day responsibilities

Your accountant may already handle bookkeeping, reconciliations, and tax-related work. Additional support may be needed for budgeting, financial forecasts, margin analysis, and long-term capital decisions.

A transaction requires detailed financial preparation

A planned acquisition, investment, divestiture, or ownership change can require valuation analysis, financial models, and organised supporting information. We provide agreed financial advisory support for these requirements.

A business does not need to face every challenge listed above before engaging a fractional CFO. Sometimes, one significant funding or investment decision is enough to justify additional financial expertise.

What Are Fractional CFO Services?

A fractional CFO brings senior financial expertise into a business without requiring a permanent, full-time executive appointment. The engagement may involve recurring management support, a defined number of advisory meetings, or a specific financial assignment.

The responsibilities depend on the company’s stage and requirements. A startup might need help monitoring cash runway and preparing for investors. An established business may require more detailed budgeting, working capital analysis, or support with a major investment.

At Altevius Partners, the scope is agreed around the work your business needs. This can include reviewing financial information, building forecasts, preparing management reports, assessing business performance, or advising on financing and growth decisions.

The arrangement can also complement an existing accountant, CA, or internal finance team rather than replace those functions.

Our Fractional CFO Services

Cash Flow Forecasting and Working Capital Management

A company’s cash position depends on the timing of money coming in and going out, not just its reported profit. Customer collections, inventory purchases, payroll, taxes, supplier payments, and capital expenditure all influence how much money remains available for operations.

Our cash flow management services help management assess upcoming financial commitments and plan for potential shortfalls.

Depending on the engagement, we can provide:

For businesses operating across multiple entities or currencies, the scope may also include reviewing how cash requirements differ between operations.

The purpose is to give management a clearer view of upcoming obligations and more time to respond when the forecast identifies a problem.

Financial Planning, Budgeting and Forecasting

A financial plan should reflect how the business intends to operate, what those plans will cost, and the revenue required to support them.

Our financial planning and analysis advisory services connect operating assumptions with financial projections. This helps management assess whether its plans remain realistic as sales, costs, staffing, and market conditions change.

Our work may include:

We also examine the assumptions behind the figures. When a forecast changes, management can identify whether the main driver is sales performance, operating expenditure, payment timing, or another factor.

MIS and Management Financial Reporting

Management needs financial information early enough to respond to changing conditions. Reports that arrive late or provide figures without explaining their movement can make it difficult to identify what needs attention.

Altevius Partners helps businesses develop a practical MIS reporting framework based on their operating model, financial data, and management requirements.

The scope may cover:

For businesses operating through multiple companies or subsidiaries, we review how financial results are collected and presented. Where the available information permits, we help develop a common reporting structure so management can compare entity-level performance and assess the group’s overall financial position.

Profitability Analysis and Pricing Advisory

Higher sales can sometimes conceal weaker unit economics. Discounts, supplier price increases, delivery costs, customer acquisition expenditure, and service requirements may reduce the profit earned from each sale.

Our profitability analysis and pricing advisory examines the financial contribution of products, customers, and business activities.

Depending on the available data, the work may include:

The findings help management assess which products and customers contribute to financial performance and where pricing, costs, or resource allocation may need to change.

Fundraising and Investor Financial Preparation

Preparing for external capital requires more than a presentation about the company’s growth potential. Founders need financial projections that connect their plans with operating costs, cash requirements, and the proposed use of funds.

Our fractional CFO advisory for fundraising supports businesses preparing for equity investment, venture funding, debt financing, or other suitable capital arrangements.

The engagement may include:

For an early-stage company, this may involve assessing how much capital is needed to reach the next business milestones. For an established enterprise, the focus may be on expansion funding, financing capacity, or transaction-related requirements.

Our role is to help prepare and analyse the financial information within the agreed scope. Investment decisions and fundraising outcomes remain dependent on the business, the market, and prospective capital providers.

Financial Modelling and Strategic Decision Support

Some business decisions involve too many variables to evaluate through a single estimate. Financial modelling helps management compare possible outcomes and understand the assumptions behind them.

Our financial modelling services can support decisions involving:

We develop models around the specific decision being considered, making relevant assumptions and sensitivities available for management review.

Finance Function and Internal Controls

As a business grows, its financial processes may need to become more structured. Reporting delays, unclear approval responsibilities, and inconsistent information can affect management’s ability to monitor performance and control expenditure.

Our finance function advisory services help assess existing processes and identify improvements suited to the company’s size and complexity.

The work may involve:

We work with existing personnel where appropriate. Bookkeeping, statutory compliance, tax services, and software implementation are included only when specifically agreed.

CFO Services for Startups, SMEs and International Businesses

Different business models create different financial requirements. We tailor our involvement to the company’s stage, operating structure, and immediate priorities.

Fractional CFO for Startups

Early-stage businesses must manage cash carefully while investing in product development, hiring, customer acquisition, and market entry.

Our fractional CFO services for startups can help founders monitor burn rate, estimate cash runway, evaluate hiring plans, prepare financial projections, and organise financial information for investor discussions.

The work is designed to give founders a clearer understanding of how operating decisions affect funding requirements and the time available to reach business milestones.

Fractional CFO for Technology and SaaS Companies

Technology businesses often need to understand how recurring revenue, customer acquisition costs, retention, and operating expenditure affect their financial position.

Our fractional CFO services for tech startups may include financial modelling and reporting around monthly recurring revenue, annual recurring revenue, customer acquisition cost (CAC), customer lifetime value (LTV), churn, gross margin, and cash runway.

The measures selected depend on the company’s business model, available data, and stage of development.

Outsourced CFO Services for SMEs and MSMEs

Established businesses often need stronger financial planning as they add employees, expand operations, or introduce new products and locations.

Our outsourced CFO services for small businesses and MSMEs may cover cash flow forecasting, working capital analysis, operating budgets, profitability reviews, and management reporting.

We can work alongside an existing CA and accounting team, with each party’s responsibilities agreed at the start of the engagement.

International Fractional CFO Services

Businesses operating across borders may need a financial view that accounts for different currencies, legal entities, reporting requirements, and operating markets.

Our international fractional CFO services can support financial planning, cash forecasting, management reporting, and financial modelling for eligible engagements.

The scope is determined by the company’s requirements, the information available, and the jurisdictions involved. Local tax, legal, statutory, and regulatory advice is coordinated with appropriately qualified professionals where necessary and is not automatically included in a CFO engagement.

Transaction and Acquisition Advisory

Acquisitions, divestitures, and investment transactions require careful examination of financial performance, valuation assumptions, and potential risks.

Drawing on experience in transaction advisory and corporate valuation, Altevius Partners undertakes agreed assignments involving financial due diligence, business valuation, M&A financial analysis, and transaction-related modelling.

The scope depends on the transaction, the available documentation, and the financial questions that need to be addressed.

Serving Businesses in India and International Markets

Altevius Partners accepts suitable engagements from businesses in India and overseas.

For Indian companies, our work may focus on operating cash, working capital, business forecasts, management reporting, and financial preparation for funding or expansion.

For international clients, engagements may involve remote CFO support, financial models, reporting across entities, cash planning, or transaction-related assignments.

Before an engagement begins, we agree on the required deliverables, working arrangements, reporting expectations, responsibilities, and commercial terms.

International engagements are quoted in USD, GBP, or EUR, as agreed. The applicability of local accounting, tax, legal, and regulatory requirements is assessed according to the engagement’s scope.

Why Choose Altevius Partners?

Experience Across Transaction Advisory and Corporate Finance

Altevius Partners is led by Gaurav Agrawaal, who brings more than 15 years of experience in transaction advisory, corporate valuation, and financial leadership.

His professional background includes work with EY and BDO on transaction advisory and valuation assignments, including port divestitures, acquisitions, and multinational transactions.

At Policybazaar and PB Fintech, his experience included investor relations, management information systems, and capital-raising initiatives across pre-IPO and post-IPO phases.

The practice also undertakes financial modelling assignments for international real estate private equity firms and founder-led businesses in domestic and overseas markets.

Financial Analysis Connected to Business Decisions

We focus on the financial questions management needs to resolve, whether the requirement involves a cash shortfall, a new investment, changing margins, or preparation for investor scrutiny.

Scope Based on Your Requirements

A business that needs monthly cash forecasts does not necessarily require the same level of involvement as a company preparing for an acquisition. We define the work according to the company's requirements and agree on the deliverables, review frequency, and fees before starting.

Coordination With Your Existing Finance Team

Your CA, accountant, bookkeeper, and internal finance personnel may continue their existing responsibilities. We work alongside them where appropriate, helping management use financial information for planning, performance review, and business decisions.

Support for Domestic and Overseas Engagements

We accept suitable assignments involving Indian and international businesses. Reporting requirements, currencies, delivery arrangements, and responsibilities are agreed according to the scope of each engagement.

Fractional CFO Pricing

Altevius Partners offers three monthly retainer levels for Indian engagements. The appropriate package depends on the complexity of the business and the level of financial involvement required.

Essential CFO

For businesses that need regular financial review and a clearer view of cash and operating performance.

Includes:

Monthly review of profit and loss, balance sheet, and cash flow statements.
Weekly 13-week cash flow forecasting framework.
Monthly CFO dashboard and KPI tracking.
One monthly strategic review meeting.
Digital support for routine finance questions.

Growth CFO

For businesses requiring more detailed budgeting, forecasting, and profitability analysis.

Includes everything in Essential CFO, plus:

Annual operating budget and rolling 12-month forecast.
Monthly budget-versus-actual analysis.
Product, customer, and margin profitability analysis.
Pricing and working capital reviews.
Multi-scenario planning.
Bi-monthly strategy reviews.

Strategic CFO

For businesses preparing for major funding, investment, acquisition, or expansion decisions.

Includes everything in Growth CFO, plus:

Advanced financial modelling and capital allocation analysis.
Debt and equity structuring guidance.
Fundraising preparation and financial data room support.
Board and investor reporting.
Finance team supervision and internal control improvements.
Up to four advisory meetings per month.

Monthly retainer engagements have a minimum initial term of three months.

The listed fees apply to the stated Indian packages. International assignments are scoped and priced separately in an agreed currency.

Fractional CFO Pricing

Altevius Partners offers three monthly retainer levels for Indian engagements. The appropriate package depends on the complexity of the business and the level of financial involvement required.

Essential CFO

For businesses that need regular financial review and a clearer view of cash and operating performance.

Includes:

Monthly review of profit and loss, balance sheet, and cash flow statements.
Weekly 13-week cash flow forecasting framework.
Monthly CFO dashboard and KPI tracking.
One monthly strategic review meeting.
Digital support for routine finance questions.

Growth CFO

For businesses requiring more detailed budgeting, forecasting, and profitability analysis.

Includes everything in Essential CFO, plus:

Annual operating budget and rolling 12-month forecast.
Monthly budget-versus-actual analysis.
Product, customer, and margin profitability analysis.
Pricing and working capital reviews.
Multi-scenario planning.
Bi-monthly strategy reviews.

Strategic CFO

For businesses preparing for major funding, investment, acquisition, or expansion decisions.

Includes everything in Growth CFO, plus:

Advanced financial modelling and capital allocation analysis.
Debt and equity structuring guidance.
Fundraising preparation and financial data room support.
Board and investor reporting.
Finance team supervision and internal control improvements.
Up to four advisory meetings per month.

Monthly retainer engagements have a minimum initial term of three months.

The listed fees apply to the stated Indian packages. International assignments are scoped and priced separately in an agreed currency.

Fractional CFO Pricing

Altevius Partners offers three monthly retainer levels for Indian engagements. The appropriate package depends on the complexity of the business and the level of financial involvement required.

Essential CFO

For businesses that need regular financial review and a clearer view of cash and operating performance Includes:

^Rs 35000 _Month

Monthly review of profit and loss, balance sheet, and cash flow statements.
Weekly 13-week cash flow forecasting framework.
Monthly CFO dashboard and KPI tracking.
One monthly strategic review meeting.
Digital support for routine finance questions.

Know more

Growth CFO

For businesses requiring more detailed budgeting, forecasting, and profitability analysis. Includes everything in Essential CFO, plus:

^Rs 60000 _Month

Annual operating budget and rolling 12-month forecast.
Monthly budget-versus-actual analysis.
Product, customer, and margin profitability analysis.
Pricing and working capital reviews.
Multi-scenario planning.
Bi-monthly strategy reviews.

Know more

Strategic CFO

For businesses preparing for major funding, investment, acquisition, or expansion decisions. Includes everything in Growth CFO, plus:

^Rs 125000 _Month

Advanced financial modelling and capital allocation analysis.
Debt and equity structuring guidance.
Fundraising preparation and financial data room support.
Board and investor reporting.
Finance team supervision and internal control improvements.
Up to four advisory meetings per month.

Know more

Fractional CFO Pricing

Altevius Partners offers three monthly retainer levels for Indian engagements. The appropriate package depends on the complexity of the business and the level of financial involvement required.

Essential CFO

Starting at ₹35,000 per month

For businesses that need regular financial review and a clearer view of cash and operating performance.

Includes:

Monthly review of profit and loss, balance sheet, and cash flow statements.
Weekly 13-week cash flow forecasting framework.
Monthly CFO dashboard and KPI tracking.
One monthly strategic review meeting.
Digital support for routine finance questions.

Growth CFO

Starting at ₹60,000 per month

For businesses requiring more detailed budgeting, forecasting, and profitability analysis.

Includes everything in Essential CFO, plus:

Annual operating budget and rolling 12-month forecast.
Monthly budget-versus-actual analysis.
Product, customer, and margin profitability analysis.
Pricing and working capital reviews.
Multi-scenario planning.
Bi-monthly strategy reviews.

Strategic CFO

Starting at ₹1,25,000 per month

For businesses preparing for major funding, investment, acquisition, or expansion decisions.

Includes everything in Growth CFO, plus:

Advanced financial modelling and capital allocation analysis.
Debt and equity structuring guidance.
Fundraising preparation and financial data room support.
Board and investor reporting.
Finance team supervision and internal control improvements.
Up to four advisory meetings per month.

Monthly retainer engagements have a minimum initial term of three months.

The listed fees apply to the stated Indian packages. International assignments are scoped and priced separately in an agreed currency.

Project-Based Financial Advisory

An ongoing retainer is not necessary for every financial requirement. For assignments with defined objectives and deliverables, Altevius Partners can consider a separate project engagement.

Potential assignments include:

The project scope, required information, deliverables, timeline, and fees are agreed before work begins.

How We Start an Engagement

We discuss your business model, current financial concerns, operating structure, and priorities for the coming 12 to 24 months.

Where appropriate, we examine relevant accounts, management reports, budgets, cash forecasts, and financial models to understand the current position.

We identify the areas requiring attention and establish the deliverables, responsibilities, review frequency, and commercial terms.

We prepare the required forecasts, models, reports, or advisory outputs. Ongoing engagements include management reviews at the agreed frequency.

For continuing engagements, priorities can be reviewed as business conditions change, subject to agreement on any revised scope or fees.

Frequently Asked Questions

What are fractional CFO services?

Fractional CFO services provide access to senior financial leadership without requiring a full-time CFO appointment. The work may cover cash flow forecasting, budgeting, profitability analysis, management reporting, fundraising preparation, and financial decision support.

How much do fractional CFO services cost in India?

Altevius Partners’ listed monthly packages start at ₹35,000 for Essential CFO, ₹60,000 for Growth CFO, and ₹1,25,000 for Strategic CFO. The final fee depends on the scope, business complexity, reporting needs, and level of involvement.

Do you provide CFO services to international clients?

Yes. We accept suitable international engagements. The scope, currency, working arrangements, reporting expectations, and fees are agreed before work begins.

Can you work with our existing CA or accountant?

Yes. Your CA or accountant can continue handling their agreed accounting, tax, and compliance responsibilities while the CFO engagement focuses on financial planning, cash forecasting, profitability, and strategic finance.

When should a startup consider engaging a fractional CFO?

A startup may benefit from CFO support when cash runway becomes a concern, a funding round is approaching, expansion requires detailed financial planning, or investors request more structured financial information.

Can you help prepare financial models for fundraising?

Yes. Depending on the agreed scope, we can develop financial projections, cash runway models, funding requirement schedules, use-of-funds analysis, and supporting financial documentation for investor or lender discussions.

Do you offer one-time financial projects?

Yes. Financial modelling, valuation, transaction support, and other defined assignments can be scoped separately. Monthly retainer engagements have a minimum initial term of three months.

What information do you need before starting?

The initial conversation can begin with an overview of your business, current financial challenges, and upcoming decisions. If a detailed review is appropriate, we will identify the financial statements, forecasts, reports, or other information needed for the proposed work.

Discuss Your Financial Requirements With Altevius Partners

If your business needs a clearer view of its cash position, more reliable financial projections, or support preparing for a major investment or funding decision, we invite you to discuss the requirement with us.

In a confidential 30-minute consultation, we can understand your priorities, explain the potential scope of work, and assess whether a fractional CFO engagement is appropriate for your business.