CFO – Financial Management Services
- SOPs - expense policy, credit policy, investment policy
- Master Management
- Cash Flow Management & Forecasting - daily/weekly/monthly projections
- Budgeting & Variance Analysis - actual vs forecast tracking
- Cost Optimization Assessment - identify leakages, vendor negotiations
- Working Capital Assessment - receivables, payables, inventory cycle mgmt
Compliance & Financial Controls
- Regulatory and Legal Compliances Dashboard - Frequency wise
- Regulatory Policy Documentation
- Risk & Governance Framework - whistleblower policy, founder protection
Fundraising & Capital Structuring
- Investor Readiness Scorecard - quick diagnostic for MSMEs before pitching
- Government Schemes & Subsidies Advisory - MSME loans, SIDBI, startup India benefits
- Loans - Secured /Unsecured, Fund based and Non Fund base, Angle Funding
- Private Equity & Debts & Bonds
Business Health Checkup
- Founder Stress Test - can the business run without founder for 30 days?
- Scenario Planning - best case, worst case, realistic growth cases
- Priivy Business Score - proprietary scoring model to differentiate brand
- Existing Business comparing Industry standard and competition
MIS Dashboards & Automation
- Sales , Purchase - Segment wise, Region wise , Monthly, Quarterly, Other Customize
- Alerts System - example: “Debtor >90 days crossed ₹X lakh” or “GST due in 3 days”
- Compliance Dashboard
- MSME Payment Compliances - MSME Creditors More than 45 days
- Founder Wealth + Business Dashboard - Priivy’s USP → connect both
- Industry Benchmarking Dashboard - compare MSME vs peers with anonymized data
Our 5 D process for financial management and Business Growth
A proven methodology to transform your financial operations and build lasting wealth
Industries Served
We have a strong track record of success across diverse industries.
Textile & Manufacturing
Healthcare & Pharma
Infrastructure & Real Estate
Financial Services & AIFs
Start-ups & MSMEs
Logistics & Trading