Core Deliverables

BuddyCFO® provides a full financial command center that supports strategic, operational, and compliance needs:

Strategic Finance

• Financial planning, budgets and forecasts
• Scenario modeling for strategic decisions
• Board reporting and investor communication
• Pricing, unit economics, margin and cost analysis

Performance & Governance

• MIS reports, KPIs, dashboards and analytics
• Management review cycles and performance tracking
• Risk management and internal control frameworks
• Policy creation (delegation, spending, procurement, etc.)

Compliance Oversight

• End-to-end statutory compliance monitoring
• Coordination with CA, CS, and legal teams
• Compliance calendar and review mechanisms
• Clean documentation and audit readiness

Fundraising & Capital Support

• Investor and lender readiness
• Business plans and financial models
• Valuation and ESOP advisory (if included)
• Due diligence and data room support