Virtual CFO & Investor Reporting
- 3-statement models, runway, unit economics
- Board packs, monthly MIS, investor decks
- Cash flow modelling, working capital
Available for Engagements
Durgesh
Chavda
Chartered Accountant · Virtual CFO · Cross-Border Advisory
The finance partner for founders who are building to scale — from closing a Pre-Series A round to structuring a Singapore Holdco, I bring institutional-grade rigour to the startup operating table.
USD 3.75M
Pre-Series A Closed
About
Finance, built for
founders who move fast.
I became a CA not just to understand balance sheets, but to understand how businesses are actually built — the decisions, the trade-offs, the capital that makes them possible.
Over five years, I've moved from auditing PSU bank portfolios exceeding ₹5,000 Cr in aggregate balance sheet size, to anchoring a USD 3.75M Pre-Series A raise for an AI-driven EdTech startup. Today I serve VC-backed founders, family offices, and fast-growing businesses as their Virtual CFO and strategic finance partner.
My edge is at the intersection of compliance rigour and commercial thinking — whether that's structuring a holding company in Singapore, navigating FEMA filings, or building the investor MIS that earns a board's confidence.
Known for: End-to-end fundraising · Cross-border structuring · FEMA/RBI compliance · Investor-grade reporting · GST & DTAA planning
Zenith Startup Conference — Finance & Fundraising Panel
Curated roundtable on making institutional finance accessible for early-stage founders
Services
How I can help
Institutional-grade financial advisory, sized right for startups and growth-stage companies.
Fundraising & Data Room
- Pitch deck financials, cap table modelling
- Data room structuring, due diligence
- Term sheet review and closure
FEMA / RBI & Compliance
- FC-GPR, FC-TRS filings for FDI
- Companies Act, ROC, LLP
- NBFC regulatory frameworks
GST + Direct Tax Advisory
- GST advisory, refund structuring
- Income tax, TDS, advance tax
- Tax audit reports 3CA/3CB/3CD
Valuation & Deal Structuring
- DCF, comparables, VC method
- M&A due diligence
- Deal structuring, integration
Cross-Border Structuring
Singapore · DIFC · Mauritius · Delaware
I help founders set up offshore holding structures, navigate DTAA treaties, and manage all FEMA/RBI filings.
Jakarta Investment Festival 2025
Representing Indian startups on the global investment stage
Global Playbook
Built to go global
from day one.
We operate at the intersection of finance, law, and growth strategy, enabling startups to go global from day one. Whether you're incorporating a holdco in Singapore, structuring FDI into India, or navigating DTAA for cross-border royalties — we handle the complexity so you can focus on building.
Our advisory spans India, Singapore, Dubai (DIFC), Mauritius, Delaware, and the UK — covering entity setup, tax structuring, FEMA/RBI compliance, transfer pricing, and multi-jurisdiction reporting.
6+
Jurisdictions covered — India, Singapore, Dubai, Mauritius, Delaware, UK
$3.75M
Pre-Series A raised, led and closed end-to-end
100%
Compliance — FC-GPR, FC-TRS, ODI, GST, TDS, DTAA
5+
Years across full-stack finance — startups to family offices
Experience
Five years across the
full stack of finance.
Jan 2024
Present
Present
Managing Partner
Finvy
- Virtual CFO & strategic finance for VC-backed startups and family offices.
- End-to-end fundraising: narrative, models, data room, term sheets.
- Cross-border structuring: Singapore, DIFC, Mauritius, Delaware.
- M&A due diligence, valuation, DTAA tax structuring.
Dec 2022
Present
Present
Finance Head / Virtual CFO
Stimuler Private Limited — AI-driven EdTech
USD 3.75M Pre-Series A — Led & Closed
- Led and closed USD 3.75M Pre-Series A end-to-end.
- Built FP&A: 3-statement models, unit economics, board packs.
- Tax compliance: advance tax, ITR, GST, TDS.
- FEMA/RBI: FC-GPR reporting, ODI filings.
Dec 2020
Nov 2022
Nov 2022
Finance Head
TPF Lab LLP — The Product Folks
- End-to-end finance across events, bootcamps, partnerships.
- Financial models for SaaS subscriptions.
- AP/AR, vendor contracts, GST, monthly close.
Jul 2016
Jun 2020
Jun 2020
Article Assistant
Talati & Talati, Chartered Accountants
- PSU bank audits — portfolio exceeding ₹5,000 Cr.
- Income tax assessments; tax audit reports.
- Companies Act compliance, ROC, NBFC regulatory.
Credentials
Education, certifications
& memberships.
Education
Chartered Accountant (CA)
ICAI
2023
Bachelor of Laws (LLB) — Pursuing
Saurashtra University
Expected 2025
M.Com
Gujarat University
2018
B.Com
Gujarat University
2016
Certifications
Xero Certified AdvisorICAI Active Member
Tools & Platforms
Advanced ExcelGoogle SheetsTally ERPQuickBooksZoho BooksXeroNotionDocSendCarta / Captable.ioSlackLinearChatGPT / ClaudePerplexity AIRows.comFathomRunwayDex
ICAI Membership & Sub-Committee
Active ICAI Member · Sub-Committee Member, ICAI Rajkot Branch (2025–26)
ICAI Rajkot Branch — Sub-Committee 2025–26
Contributing to the CA profession at ICAI Rajkot
Testimonials
What founders say.
Been working with Durgesh & team since our incorporation and it's been a fantastic partnership all along. We are total newbies in finance, but they make everything just so clear and simple to understand — it's like having an in-house finance team.
Akshay Akash
Founder Director — Stimuler
My experience with Durgesh has been exceptional. Their team not only delivered high-quality and timely financial and legal advisory services but also added a personal touch that made all the difference. They truly understand startup needs.
Osborne Saldanha
Founder Director — Finside Media
Choosing Durgesh was a game-changer for my business. Their team provided impeccable financial services and valuable insights that helped optimise our strategies. With their expertise and commitment to excellence, they've become an indispensable partner.
Rakesh Srinivasa Murthy
Director — Kalalu Roadways
Industry Updates
Latest from the world of finance & startups.
Curated news on VC funding, taxation, GST, compliance, and the startup ecosystem — updated daily.
Fetching latest updates...
Updates sourced from official government portals (Income Tax, RBI, SEBI, MCA, PIB, CBIC) and leading industry publications.
Contact
Let's build something together.
Whether you're raising your next round, navigating cross-border complexity, or need a sharp finance partner.
ICAI GST & Indirect Taxes Conference, Rajkot — Feb 2025
Representing ICAI Rajkot Branch at the national conference
For engagements, include your company stage and fundraising timeline — this helps me respond faster.
🇮🇳 Ahmedabad
421, Shivalik Shilp 2, Keshav Baug, near ITC Narmada, Ahmedabad, Gujarat 380015
421, Shivalik Shilp 2, Keshav Baug, near ITC Narmada, Ahmedabad, Gujarat 380015
🇮🇳 Bengaluru
1/2, Seegehalli Gate, Kudugodi, Whitefield, Bengaluru, Karnataka 560067
1/2, Seegehalli Gate, Kudugodi, Whitefield, Bengaluru, Karnataka 560067
🇮🇳 Mumbai
Shiv Hara Building, B/301, Carter Road No. 2, opp. Municipal Hospital, Mhatre Wadi, Borivali East, Mumbai, Maharashtra 400066
Shiv Hara Building, B/301, Carter Road No. 2, opp. Municipal Hospital, Mhatre Wadi, Borivali East, Mumbai, Maharashtra 400066
🇮🇳 Rajkot
510, RK World Tower, Near Sheetal Park, 150 Ft Ring Road, Rajkot, Gujarat 360006
510, RK World Tower, Near Sheetal Park, 150 Ft Ring Road, Rajkot, Gujarat 360006
🇦🇪 Dubai
Office #1904, 19th Floor, Tamani Arts, Business Bay, Dubai – UAE
Office #1904, 19th Floor, Tamani Arts, Business Bay, Dubai – UAE
Virtual CFO & Investor Reporting
Monthly finance clarity — without a full-time hire.
I act as your embedded finance partner: owning the numbers, building the dashboards, and making sure your board always has what they need before they ask.
- 3-statement financial models (P&L, Balance Sheet, Cash Flow)
- Monthly MIS, board packs & investor update decks
- Runway modelling & burn-rate monitoring
- Unit economics dashboards — CAC, LTV, Contribution Margin
- Budget vs actuals tracking & reforecasting
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Fundraising & Data Room
From first pitch to term sheet — I've done it.
I've led a USD 3.75M Pre-Series A end-to-end.
- Investor-grade financial model & pitch deck
- Cap table modelling & dilution analysis
- Data room structuring
- Due diligence support & query management
- Term sheet review & closure coordination
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FEMA / RBI & Compliance
Compliance that keeps up with your growth.
One missed FC-GPR or delayed RBI filing can freeze your round.
- FC-GPR & FC-TRS filings for every FDI round
- RBI approvals, FEMA compliance & ODI filings
- Companies Act, ROC filings & LLP compliance
- NBFC regulatory frameworks under RBI
- Annual compliance calendar management
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GST + Direct Tax
Pay what you must. Not a rupee more.
Full scope of direct and indirect tax compliance.
- GST advisory, return filing & refunds
- Export service compliance & FIRC
- Income tax, TDS & advance tax
- Tax audit reports — 3CA/3CB/3CD
- Transfer pricing & DTAA advisory
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Valuation & Deal Structuring
Numbers that hold up in any room.
Your valuation and diligence need to be defensible.
- Business valuation — DCF, Comparable Co., VC Method
- Pre-fundraise valuation SAFE / CCD / equity
- Buy-side & sell-side due diligence
- M&A deal structuring & SPA review
- ESOPs valuation & 409A advisory
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Cross-Border · Holdco
The right structure unlocks the right capital.
Each jurisdiction has a strategic reason.
- Singapore / DIFC / Mauritius / Delaware setup
- DTAA planning — dividends & royalties
- ODI filings under FEMA
- Transfer pricing policy
- Annual maintenance & filings
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Cross-Border · FDI
FDI done right — from term sheet to RBI.
Every dollar reported correctly, on time.
- FC-GPR within 30 days of allotment
- FC-TRS for secondary transfers
- FMV certificates & CS coordination
- RBI prior approval for restricted sectors
- Cross-border M&A filing
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