Fundraising & CFO Advisory

Many businesses grow quickly but struggle with financial planning, cash flow control, funding readiness and decision-making. Without a clear financial roadmap, growth can become stressful.

Tara Lendquest helps businesses organize their finances, prepare for fundraising and make informed strategic decisions. Our CFO advisory service is designed for businesses that need senior finance guidance without building a full in-house CFO team.

Fundraising advisory helps businesses prepare for and approach funding opportunities. This may include debt funding, investor funding, structured finance or growth capital.

It includes:

• Funding requirement analysis
• Business plan review
• Financial documentation
• Capital structure planning
• Investor readiness
• Lender and investor coordination
• Pitch support
• Financial presentation support

CFO advisory provides strategic finance support to businesses that need professional financial guidance.

It helps with:

• Cash flow planning
• Budgeting
• Financial reporting
• Working capital management
• Debt planning
• Profitability review
• Business performance analysis
• Expansion planning
• Funding readiness
• Financial decision-making

Fundraising Strategy

We help identify how much funding your business needs, why it is needed and what type of funding may be suitable.

Debt and Equity Funding Advisory

We help businesses explore debt financing, investor funding or structured finance options.

Investor Readiness Support

We help organize business information, financial records and growth plans to support investor discussions.

Financial Documentation

We assist with preparing financial summaries, business plans and supporting documents required for funding discussions.

Business Plan Support

We help businesses create clearer business plans with financial direction.

Pitch Deck Coordination

We support the preparation of investor-facing presentations and funding narratives.

Capital Structure Planning

We help evaluate the right mix of debt, equity and internal funds for growth.

Lender and Investor Coordination

We assist with coordination between the business and potential lenders, investors or financial stakeholders.

Financial Planning

We help businesses create structured financial plans aligned with growth objectives.

Cash Flow Review

We review inflows, outflows, payment cycles and cash flow gaps.

Working Capital Planning

We help businesses manage working capital requirements more efficiently.

Debt Planning

We assist with planning existing and future debt obligations.

Budgeting Support

We help businesses create budgets for better control over expenses and investments.

Financial Reporting Advisory

We help improve financial reporting practices for better decision-making.

Business Performance Review

We review profitability, cost structures, margins and business performance indicators.

Expansion Planning

We support financial planning for new projects, branches, product lines or business expansion.

Our Fundraising and CFO Advisory service is suitable for:

• SMEs and MSMEs
• Startups preparing for funding
• Growing companies
• Promoter-led businesses
• Businesses planning expansion
• Companies preparing for IPO
• Businesses needing better cash flow control
• Companies requiring financial strategy
• Organizations without a full-time CFO
• Corporates looking for structured finance planning

1. Business and Finance Review

We understand your business model, revenue, expenses, debt, cash flow and growth plans.

2. Gap Identification

We identify gaps in financial planning, documentation, funding readiness and reporting.

3. Strategy Creation

We create a practical finance roadmap based on your business goals.

4. Documentation Support

We help prepare financial documents, business plans, pitch material and funding summaries.

5. Stakeholder Coordination

We support discussions with lenders, investors, advisors and other stakeholders.

6. Ongoing Advisory

We provide strategic guidance to help your business make better financial decisions.

Strategic Finance Experience

We understand business finance, debt planning, funding requirements and growth strategy.

Practical CFO-Level Guidance

Our advisory helps businesses make informed decisions without needing a full-time senior finance team.

Funding-Focused Support

We help businesses become more funding-ready through better financial planning and documentation.

Customized Approach

Every business has different funding and financial planning needs. We tailor our approach accordingly.

Local Presence in Navi Mumbai

We are based in CBD Belapur, Navi Mumbai and support businesses across Mumbai, Maharashtra and India.

If you are looking for a fundraising consultant in Navi Mumbai, CFO advisory services in Mumbai, SME financial advisor in Maharashtra, investor readiness consultant, business finance consultant or financial strategy advisor in CBD Belapur, Tara Lendquest Solutions LLP can help your business build a stronger financial roadmap.