Virtual CFO & Investor Reporting
- 3-statement models, runway, unit economics dashboards
- Board packs, monthly MIS, investor update decks
- Cash flow modelling and working capital optimisation
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
5+
Years of Impact
$3.75M
Pre-Series A Closed
₹5000Cr+
Audit Portfolio (Aggregate)
4+
Cross-Border Jurisdictions
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
Participated in a 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 Readiness
- Investor narrative, pitch deck financials, cap table modelling
- Data room structuring and due diligence support
- Term sheet review, negotiation, and closure coordination
FEMA / RBI & Corporate Compliance
- FC-GPR, FC-TRS filings; FEMA/RBI reporting for FDI rounds
- Companies Act, ROC filings, LLP agreements
- NBFC regulatory frameworks under RBI
GST + Direct Tax Advisory
- GST advisory, refund structuring, export compliance
- Income tax assessments, TDS, advance tax planning
- Tax audit reports — Form 3CA/3CB/3CD, transfer pricing
Valuation, Diligence & Deal Structuring
- Business valuation: DCF, comparables, VC method
- M&A due diligence — financial, tax, legal coordination
- Deal structuring and integration planning
Cross-Border Structuring
Singapore · DIFC · Mauritius · Delaware
I help founders set up offshore holding structures, navigate DTAA treaties to minimise withholding tax exposure, and manage all FEMA/RBI filings — from the first round to ODI filings for overseas subsidiaries.
HOLDCO STRUCTURING
- Singapore / DIFC / Mauritius / US Delaware
- DTAA planning — dividends, royalties, mgmt fees
- ODI filings for overseas subsidiaries
FOREIGN INVESTMENT
- FC-GPR, FC-TRS — FDI round reporting
- RBI approvals and FEMA compliance
- Cross-border M&A structuring
Jakarta Investment Festival 2025 — JIF Pitch
Representing Indian startups on the global investment stage, connecting founders with cross-border capital
Experience
Five years across the full stack of finance.
Jan 2024
Present
Present
Managing Partner
Finvy
- Virtual CFO & strategic finance advisory for VC-backed startups, founders, and family offices.
- End-to-end fundraising mandates: investor narrative, pitch deck financials, data room, term sheet negotiation, and closure support.
- Cross-border structuring across Singapore, DIFC, Mauritius, and US Delaware; FEMA/RBI filings including FC-GPR, FC-TRS, ODI.
- Cash flow modelling, working capital optimisation, board-level MIS, and investor update decks.
- M&A: due diligence, valuation, and deal structuring. DTAA & tax structuring to reduce WHT exposure.
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 a USD 3.75M Pre-Series A round: investor pipeline, financial models, data room, term sheets, due diligence, and legal counsel coordination.
- Built FP&A and investor reporting infrastructure: 3-statement models, unit economics dashboards (CAC:LTV, churn, burn multiple), cohorts, and board packs.
- Runway and resource planning; monthly board updates.
- Managed tax/statutory compliance: advance tax, ITR, GST, TDS, and audit coordination.
- FEMA/RBI: FC-GPR reporting and ODI filings for overseas subsidiary.
Dec 2020
Nov 2022
Nov 2022
Finance Head
TPF Lab LLP — The Product Folks
- Owned end-to-end finance and compliance across events, bootcamps, content, and partnerships.
- Built financial models for SaaS subscriptions, sponsorship tiers, and enterprise training.
- AP/AR, vendor contracts, GST, MIS, and monthly close.
- Partnership compliance for revenue-sharing and co-branding structures.
Jul 2016
Jun 2020
Jun 2020
Article Assistant
Talati & Talati, Chartered Accountants
- Central statutory, tax, and internal audits for PSU banks, listed companies, and NBFCs — portfolio exceeding ₹5,000 Cr aggregate balance sheet.
- Income tax assessments and appeals support; representations before authorities.
- Tax audit reports (Form 3CA/3CB/3CD), transfer pricing documentation, advance tax.
- Companies Act compliance, ROC filings, and NBFC regulatory frameworks under RBI.
Credentials
Education, certifications & memberships.
Education
Chartered Accountant (CA)
Institute of Chartered Accountants of India (ICAI)
2023
Bachelor of Laws (LLB) — Pursuing
Saurashtra University
Expected 2025
M.Com
Gujarat University
2018
B.Com
Gujarat University
2016
Certifications
Xero Certified Advisor
ICAI Active Member
Tools & Platforms
Advanced Excel
Google Sheets
Tally ERP
QuickBooks
Zoho Books
Xero
Notion
DocSend
Carta / Captable.io
Slack
Linear
ChatGPT / Claude
Perplexity AI
Rows.com (AI Sheets)
Fathom (AI Notetaker)
Runway (AI Forecasting)
Dex (AI CRM)
ICAI Membership & Sub-Committee
Active ICAI Member · Sub-Committee Member, ICAI Rajkot Branch (2025–26)
Office Locations
Ahmedabad
Gujarat
Rajkot
Gujarat
Bangalore
Karnataka
Mumbai
Maharashtra
Dubai
UAE
ICAI Rajkot Branch — Sub-Committee Member 2025–26
Actively contributing to the CA profession and knowledge-sharing at the Rajkot Branch of ICAI
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.
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.
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.
Contact
Let's build something together.
Whether you're raising your next round, navigating cross-border complexity, or need a sharp finance partner — I'd love to hear about your business.
ICAI GST & Indirect Taxes Conference, Rajkot — February 2026
Representing ICAI Rajkot Branch at the national GST & Indirect Taxes Conference — contributing to professional development dialogues for CAs
For engagements, include your company stage and fundraising timeline in your message — this helps me understand scope and respond faster.