Case Study: End-to-End FP&A and Fundraising Support for an NBFC

A fast-growing Non-Banking Financial Company (NBFC), with an AUM exceeding $40 million. Focused on lending to underserved segments in Tier 2 and Tier 3 cities, the company was preparing to scale operations and raise institutional capital through both equity and structured debt.

The client required a reliable partner to provide comprehensive FP&A support, prepare detailed investor materials, and assist in key financial planning activities. Internally, they lacked the bandwidth and tools to build a scalable budgeting model, long-range forecast, valuation model, and a professional pitch deck. Timeliness and accuracy were crucial, as the client was entering active discussions with potential investors and lenders.

We stepped in as a strategic finance partner, delivering integrated support across planning, analysis, and fundraising:

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• Delivered complete FP&A support, including monthly budgeting, forecasting, and cost tracking

• Built a robust 5-year long-range plan (LRP) with dynamic assumptions for disbursements, collections, and NPAs

• Provided detailed valuation support by developing a DCF model and benchmarking against listed NBFCs

• Created a compelling pitch deck tailored to institutional equity and debt investors

• Assisted during investor due diligence, offering clarifications and documentation to accelerate funding discussions.

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Our deep sector understanding enabled us to align financial projections with market expectations and credit considerations.

• The client confidently presented materials to private equity and NBFC lenders, resulting in progress on both equity and debt fronts

• Our valuation support helped frame expectations for investor negotiations

• The FP&A framework gave leadership greater visibility into capital needs, growth drivers, and risk metrics

• All deliverables were completed within tight timelines, positioning the client as investor-ready