CFO-grade counsel for growth, capital and enterprise value decisions.
Chartered Accountants who have run finance functions help you plan, fund and prepare the business for its next milestone: PE investment, an acquisition, exit or listing.
- Board reporting redesignCFO officeOn track
- Close transformationControllershipOn track
- Acquisition diligenceTarget companyScoping
- Lender packTerm loan renewalDue in 2 weeks
- Listing readiness roadmapYear 1 of 3On track
Growth outpaces the finance function behind it.
Capital, deal and expansion decisions arrive before finance has the depth, data or bandwidth to shape them.
Capital allocated on instinct.
Investment, pricing and expansion calls lack a clear view of returns, risk and cost of capital.
Boards see results, not drivers.
Reporting explains what happened, not how to move margin, cash and growth.
Deal value leaks.
Diligence gaps, slow integration and untracked synergies erode acquisition value.
Finance built for yesterday.
Close, controls and planning can't keep pace with new entities, markets and investors.
Where we create value, in practice.
A selection from the wider set of engagements we deliver.
- Readiness
PE, exit or IPO readiness
We assess your finance function and set out a 1–3 year plan for ERP, close, controls and reporting, plus the investor model and data room, so you are diligence-ready on time.
- Valuation
Value creation plan
Quantify the EBITDA, working capital and multiple levers that move enterprise value ahead of an exit or fundraise.
- M&A
Quality of earnings and buy-side diligence
Normalize EBITDA and net working capital, and surface debt-like items, before the price is agreed.
- M&A
Post-merger integration and synergy tracking
Align charts of accounts, close and controls, and track synergies against the deal thesis. Recent acquisitions are built into the same roadmap.
- Profitability
Margin expansion by customer and SKU
Rebuild cost-to-serve and contribution margins to reprice, reshape mix and exit value-dilutive business.
- Capital allocation
Capex appraisal and portfolio prioritization
Rank projects on IRR, payback and risk-adjusted returns against your weighted average cost of capital.
- Working capital
Cash conversion cycle optimization
Release cash tied up in receivables, inventory and payables terms, so growth is self-funded.
- Governance
Board and investor reporting redesign
Shift the pack from line items to drivers, KPIs and decisions, so directors steer rather than review.
- Transformation
Finance target operating model
Design the people, process, controls and technology a scaling finance function needs, including the right ERP and which workflows to automate first, with AI agents where they fit: R2R, P2P and reconciliations.
Clear deliverables, not open-ended hours.
- Finance function diagnosticWhere time, risk and value sit today, in 2–3 weeks.
- Decision papersOptions, numbers and a recommendation for each major call.
- Board and lender packsBuilt around the decisions they drive.
- Financial modelsPlans, valuations and scenarios you can reuse.
- 1–3 year finance roadmapERP, workflows to automate and controls, sequenced to your milestone.
- Monthly CFO reviewProgress against the agreed baseline.
How we work with you
- Senior-ledA Chartered Accountant with CFO experience leads every engagement.
- Client Success SPOCOne accountable owner for your engagement.
- Flexible depthFrom a single decision to ongoing monthly advisory.
- Build-readyOur product and data teams can deliver the roadmap, including AI agents, on KoshaOS™ EPM or your systems.
Three phases, a deliverable at each.
- 01
Diagnose
We review your finance function against this year's priorities.
You getFinance function diagnostic - 02
Design
We shape options with your CFO and board, including ERP and automation choices.
You getDecision papers and plan - 03
Deliver and review
We work alongside your team and track progress monthly.
You getImplemented changes and reviews
Senior people. Measured progress.
- CMCA Chetan MantriCo-Founder & CSOManagement consulting, M&A advisory and CFO servicesEx-Citigroup · Ex-UTI Securities
- ABCA Anudit BhargavaCo-Founder, Digital TransformationStatutory audit, financial controlling and CFO servicesEx-PwC · Ex-Bridgestone
- AZCA Ashutosh ZawarFounder & CEOBI and business analytics, e-CFO services and strategy consultingEx-Morgan Stanley · Ex-IDFC
Senior leads stay with you from the first meeting to the final review.
Progress reviewed every month against the baseline agreed at kickoff.
Our Certifications
Your finance data secured and your AI governed, to international standards.
Outcomes finance leaders can measure.
Indicative outcomes from client engagements, against your own baseline.
shorter month-end close after redesign
improvement in profitability margin
improvement in ROCE from capital and pricing decisions
not months, to lender and investor readiness
board pack rebuilt around the board's decisions
of major decisions backed by a written decision paper
Trusted by finance leaders.
Wow – top team! The Datachamps team have been brilliant and we highly recommend them. Datachamps really got deep in understanding the project and in setting and managing the delivery. The team were equally brilliant, and what impressed us was their willingness to respond no matter what time of the day – there is a time difference, but that did not matter. So thanks for your effort and care on the project, and we will be working together again.
I have had the pleasure of working with Datachamps & team for the past 5–6 years on a variety of projects involving data analytics, Power BI dashboards, data visualisation and financial modelling, across facilities and utilities management for large industrial parks, renewable energy data analysis, management dashboards and investment modelling. What stands out about Datachamps & team is their ability to quickly understand the client’s needs, frame the problem statement with clarity, and deliver accurate, high-quality solutions. Datachamps & team are extremely responsive, professional, and always bring a thoughtful approach to the work. Their solutions have been practical, timely, and of great value to us.
Datachamps and us have been working together for the last 8 years, and they have helped us navigate our MIS and financial modelling requirements effortlessly. They have a keen analytical and entrepreneurial mind, which makes the job much easier for any founder/CXO.
Datachamps have helped us in digitalizing our data & set department KPIs through the MIS system. The business now feels more connected, and every department’s data is visible to the top management.
Datachamps team implemented the project of Budget Compilation on schedule. They were always available & hand over was smooth, post which they were super helpful in providing support leading to customer satisfaction.
The team’s domain knowledge, quick understanding of the business, deep capabilities in BI & contemporary tech tools has transformed our reporting & decision making based on data.
Our decisions viz expansion into new geographies, product pricing, A/R collection strategies and reporting to the HO have been effective thanks to their Management Reporting & Business Analytics solution.
We have frequently used their analytics solutions for strategic decisions including analyzing impact of M&A, annual budgeting and performance appraisal of Human Resources.
Over last 6 years, besides driving process review and checks on data quality, they have added width, depth, efficiency to our MIS reporting and built customized KPIs such as site-level profitability.
Post COVID-19, we had significant changes in our revenue model and their solution appropriately addressed these. Time from our data preparation from multiple sources, has reduced drastically from a week to just a couple of hours!
Month-end reporting 90% faster, with 120+ man-days back every year
An $800M manufacturer automated board, management and group reporting after every close.
SG&A variance analysis 4 days earlier across 29 entities
A global telecom group automated SG&A reporting on Microsoft Fabric for faster cost reviews.
~1,200 hours a year saved, with 15% more billable hours
A 1,000-person software company built one reporting strategy across six functions.
- 100+Customers
- 150+EFT projects
- 98%Client satisfaction (CSAT)
- 100k+Consulting hours
Questions finance leaders ask before they start.
How do you keep our financial data secure?
We're ISO/IEC 27001 certified for information security. Access is role-based, every action is logged, and we share our security documentation during your evaluation.
Where is our data held, and who can see it?
We host it for you, or work inside your own cloud, as your IT Security team prefers. Only named people on your engagement can access it.
How is AI governed?
We're ISO/IEC 42001 certified for AI management. Any AI we recommend or deploy works only on approved data, within each user's access.
Who will work with us?
Chartered Accountants with CFO, audit and consulting experience lead every engagement. Our founders bring 60+ years of corporate finance experience.
How do engagements start?
With a 30-minute meeting. We agree your priorities, scope and baseline, then confirm milestones in a short engagement letter.
What support do we get?
A dedicated Client Success SPOC, scheduled reviews and direct access to the senior lead. Response times are set in your engagement letter.
What's included, and what isn't?
Included: diagnostics, decision papers, board and lender packs, models and transformation roadmaps. Not included: statutory audit, legal advice or acting as your signing officer.
Can you get us investment, exit or IPO ready?
Yes. We assess where you stand, give you a 1–3 year roadmap, and help deliver it.
Does this replace our CFO?
No. We work alongside your CFO and leadership, or bridge the gap until you hire one.
See where CFO-grade counsel creates the most value.
Share your next milestone (fundraise, acquisition, exit or listing) and this year's priorities. In 30 minutes, we'll show where senior counsel moves the needle.