CFO Services
CFO Services
Entrust was engaged by a fintech startup from its very inception, providing comprehensive financial and advisory services that laid the foundation for its growth and success. We worked with them from inception to strategic acquisition, through 3 fund raising rounds.
The mandate encompassed critical accounting and reporting tasks, including ensuring regulatory compliance. Entrust worked closely with the startup’s promoters to establish robust financial processes and provided strategic advice on key decisions during pivotal moments in the company’s journey.
Entrust effectively served as the startup’s entire finance wing, managing all financial operations seamlessly from the early seed funding stage to a landmark strategic acquisition by a global multinational corporation.
By partnering closely with the founders, Entrust played a crucial role in decision-making processes, offering insights that helped the company navigate challenges and capitalize on opportunities.
Following the acquisition, Entrust ensured a smooth transition by assisting in setting up an in-house finance team for the company. This meticulous handover ensured continuity and maintained the high standards of financial management established during Entrust’s tenure.
Entrust’s comprehensive approach not only supported the startup’s operational needs but also contributed significantly to its strategic milestones, from securing funding to achieving a successful exit.
This case exemplifies Entrust’s commitment to empowering startups with tailored financial solutions and strategic expertise, ensuring long-term growth and seamless transitions.
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Background In 2016, a prominent entrepreneur based in Bangalore engaged with Entrust Family Office to streamline their wealth management journey. Initially, interactions were limited to one of the Entrust founders, but over time, the client’s son and daughter-in-law began actively overseeing financial matters, marking a shift toward multigenerational engagement. Challenge As the next gen became […]
As wealth grows for UHNIs, managing it becomes far more complex than just monitoring investments. Taxation, succession planning, global structuring, and family governance enter the picture. That’s where the family office model comes in—a professionalized way of managing wealth, legacy, and lifestyle for ultra-high-net-worth families. In India, wealthy families face a choice: Should you set […]
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