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January 31, 2025

CFO Services

Case Study 1 – Comprehensive CFO Support for a Fintech Company

By Sreedhar K V

Background

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. 

Our Role

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. 

End-to-End Financial Support:

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. 

Strategic Partnership:

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. 

Transitioning Post-Acquisition:

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. 

Impact

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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