Financial Advisory & CFO Services

Startups should consider a Virtual CFO when: preparing for Series A/B fundraising, handling investor due diligence, scaling operations across states, seeking ESOP structuring, or when financial complexity outgrows in-house capability. Most growing companies with turnover above ₹2 crores benefit from vCFO support.

Business valuation determines a company's fair market value using DCF, comparable company analysis, or asset-based methods. It is required for: M&A transactions, investor funding rounds, ESOP grants, dispute resolution, tax planning (FEMA compliance for FDI pricing), and shareholder buyouts.

Financial modelling is the creation of a mathematical representation of a company's financial performance. It helps in: fundraising (showing 3–5 year projections), budgeting, scenario analysis (best/worst case), unit economics calculations, and decision-making for capex or expansion investments.

Curioup provides end-to-end fundraising support: investor-ready pitch deck financial models, CIBIL/credit profile management, DPIIT Startup India recognition, term sheet review, cap table structuring, due diligence preparation, and FEMA compliance for inbound foreign investment (FCRA/FDI routes).

MIS (Management Information System) reporting provides structured financial and operational data dashboards — P&L, cash flow, balance sheet, KPIs, and variance analysis — typically prepared monthly. Investors and boards require MIS to track business health, burn rate, runway, and growth metrics in real time.

Transfer pricing governs transactions between related parties (group companies, parent-subsidiary). Companies with international related party transactions above ₹1 crore must maintain a Transfer Pricing Study Report (Form 3CEB) certified by a CA. Non-compliance attracts penalties up to 2% of transaction value.

M&A in India can be structured as share purchase, asset purchase, merger (via NCLT), or slump sale. Tax implications differ significantly: slump sale is taxable as capital gains; share purchase attracts stamp duty and MAT. Curioup conducts financial/tax due diligence, structures the deal, and ensures regulatory compliance.