Sandeep brings over 25 years of experience spanning finance, investment analysis, strategic planning, and technology, including the last decade of leadership experience (as CFO) in fundraising ($250M+ aggregate raised) and strategic and tactical financial management. He has worked with dozens of start ups from pre-revenue to multi-million dollar revenue. Sandeep has a Master’s in Computer Science from Syracuse University and an MBA in Finance from the Haas School of Business at UC Berkeley.
Sudhir has nearly 20 years of experience in the Finance, Tax and Accounting fields. Sudhir brings particular strengths to the area of informal business consulting, working closely with business owners and managers to analyze their operations and devising practical solutions for their needs. At Infosys Technologies, he was responsible for Finance & Accounts related activities (including Capital Budgeting, Treasury, & Procurement), policy making, infrastructure, facilities, and country penetration.
Chuck is an experienced business leader with over 20 years of experience in establishing firm foundations for success through scalable business processes, budget controls and monitoring, cash flow management and the promotion of sales growth. Chuck has been a CEO, CFO, Finance and Operations Manager and played General Management Roles in the Telecommunications and Technology markets. Chuck is a CPA and has an MBA from Tulane University.
James is a finance executive with operating experience to drive growth and effective resource allocation based on analytics and industry leading process and system. As a VP of Finance and Analytics at Lightspeed, LLC under Apollo Group, he oversaw finance and accounting, operational and organizational process, business model & monetization, valuation, capitalization and external funding.
Lucy brings on board more than 17 years of finance and management experience from tenures at world-renowned organizations such as the London Stock Exchange. Lucy was CFO at Trovix (sold to Monster Worldwide), Piczo (sold to Stardoll), Lexit Financial Group and First Tuesday. Lucy spent eight years at PricewaterhouseCoopers LLP and holds a B.S. in Commerce from Santa Clara University and is a CPA.
Raghav has nearly 15 years of experience in the Finance, Tax and Accounting fields. He is a Associate Chartered Accountant (ACA) from Institute of Chartered Accountants of India (ICAI) and Diploma in International Financial Reporting Standards (IFRS) from A.C.C.A, UK. He has expertise in handling complex areas of USGAAP & IFRS including first-time adoption, new revenue recognition model, leases, mergers and acquisitions accounting, complex consolidations and Purchase Price Allocations.
Patent, IPR, Feasibility, Business Plan
LLC / S Corp / C Corp / Virtual Office
Compensation set-up / Founders’ Agreement / ESOPs / Equity Distribution
Setting up financial books / Equity budgeting/cap table projections and management / Valuation / Make your pitch deck and take you through mock pitches
Cloud hosting of accounting system and processes / Managing your extra-precious equity
Tracking KPIs / Managing burn-rate
Pitch Deck, KPIs, Introduction to VCs, Audit & Valuation
Keeping management, board, and investors informed: giving a true sense of the business to C-level executives / Manage payroll, tax reporting; Negotiate/manage insurance, lease, vendor contracts; Year-end tax compliance at federal, state, municipal levels
Due diligence, book updation, exit contract, earnouts
Dollars raised in Equity+Debt by our clients
After speaking with hundreds of CEOs, I realized that burn rate isn’t as Startup101 as I had thought. There are still a lot of things that founders understand incorrectly when it comes to being a #BurnRateZombie. But before we get into it… Let’s take a pop quiz!Read More
Originally published on Startups.co *** In June 2013, I met the CEO of a data analytics startup here in the Bay Area. They had raised many millions already and I was on a mission to pitch them our services. However, as I stepped into their foyer...Read More
Who is Sandeep Shroff? CEO and co-founder of myStartUpCFO Sandeep Shroff is making a name for himself and his startup… and, as you can see, it’s all in the name! myStartUpCFO essentially provides small businesses with on-demand full-stack CFO support...Read More