The firm profile. Ten years, 2016 to 2026.

Strategy. Capital. Execution.

A multidisciplinary Strategy, Capital and Execution firm helping startups, growth companies, enterprises, and investors build clarity, raise capital, and execute with discipline.

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Why multidisciplinary matters

The challenges founders face today span across strategy, finance, capital, and operations. When these functions are handled in silos, companies lose direction, speed, and investor credibility.

Unified Vision
Strategy, finance, and operations aligned under one framework for consistent decision-making.
Speed to Market
Eliminate delays caused by disconnected advisors and fragmented processes.
Investor Credibility
Present a cohesive narrative backed by solid financials and clear execution plans.

SRF solves this by bringing cross-disciplinary expertise under one roof, ensuring every decision is logical, financially sound, market-aligned, and execution-ready. This integration is exactly what modern founders, CEOs, VCs, and accelerators need to navigate complexity and drive sustainable growth.

The SRF philosophy

Strategy to Capital to Execution, and around again

These three pillars form a continuous loop that every company moves through. SRF strengthens each pillar so businesses scale with clarity and rhythm.

Strategy
Define the long-term direction by sharpening the business model, identifying opportunities, and setting clear growth priorities.
Capital
Structure compelling narratives, prepare investor materials, and secure funding at optimal valuations.
Execution
Define direction, refine business models, and create actionable roadmaps grounded in market reality.

Strategy

We design strategies that are financially grounded, market-aligned, and practical to execute. Our strategy practice ensures teams move with alignment and focus while building sustainable competitive advantages.

Define Strategy
Clarify vision and map value
Design GTM
Build acquisition engine
Optimize Revenue
Structured pricing model
Plan Finance
Model scenarios and funding
Execute & Measure
Align teams and track KPIs

Strategy Compass
Establish foundational clarity with vision, mission, and value proposition. Map customer problems to solutions and build strategic roadmaps spanning 12-18 months with clear prioritization.
GTM & Funnel Blueprint
Design your go-to-market strategy with distribution channels, sales engine architecture, and customer acquisition playbooks for market expansion.
Pricing & Revenue Engine
Build revenue architecture with strategic pricing models, unit economics analysis, and monetization levers to optimize profitability.
Strategic Finance Engine
Create financial roadmaps with scenario planning, comprehensive modeling, and investor readiness strategies for sustainable funding.
Execution OS
Implement execution rhythm with KPI trees, OKRs, organizational design, leadership alignment, and governance review systems.

Capital

Capital is the bridge between strategy and execution. It enables businesses to invest ahead of revenue, build systems, and scale with intent, while giving investors a structured way to participate in long-term value creation. When deployed with clarity and discipline, capital aligns ambition with execution, balances risk with opportunity, and creates sustainable outcomes for all stakeholders.

Early Stage: Foundation Capital
Access early capital through grants, accelerators, and flexible instruments to build strong fundamentals before institutional raises.
Growth Stage: Institutional Capital
Support VC and PE fundraising with structured deal processes and confident term sheet negotiations.
Scale Stage: Liquidity & Exit Readiness
Prepare the business for IPOs or strategic exits with strong governance and financial readiness.
Due Diligence Prep
Ensure fast, smooth diligence through clean data rooms, MIS, and compliance clarity.

For investors: the capital execution framework

Capital deployment requires clarity, discipline, and continuous visibility. We support investors across the full investment lifecycle, from evaluating opportunities and executing diligence to structuring transactions and monitoring portfolio performance.

Pre-Deal Analysis
Opportunity validation, market benchmarking, and business model review.
Due Diligence Execution
Financial, legal, and operational diligence to validate assumptions and uncover risks.
Transaction Support
Structuring, term sheet review, and coordination until closing.
Portfolio Management
Governance, performance monitoring, and reporting for family offices, VCs, and funds.

Execution

SRF becomes your extended finance and strategy execution engine, delivering founder-level thinking at fractional cost. We run the finance function end-to-end from planning to reporting, ensuring your business operates with the discipline and visibility required for sustainable scaling.

Accounting & Bookkeeping Backbone
Clean, timely, decision-ready books that form the foundation of all financial clarity. Accurate revenue recognition, disciplined expense classification, and end-to-end reconciliations.
Controllership & Financial Governance
Strong financial controls governing how money moves through the business. SOPs, internal checks, cash flow oversight, and clear delegation of authority.
Compliance: India & Global
Statutory and regulatory compliance flowing seamlessly from the accounting base. From India compliances to global filings, audits, and cross-border reporting.
Strategy, FP&A & Decision Intelligence
Financial data converted into clear insights that guide decision-making. Narrative-led MIS, unit economics, forecasting, and scenario planning.
Operating System & Cadence
Execution institutionalised through structured monthly, quarterly, and annual rhythms. Predictable reviews, clear accountability, and investor-ready reporting.
CFO Tech Stack
Automation and AI layered in once the process is clear and stable. Integrated systems, automated reconciliations, live dashboards, and data room automation.

Consulting clients

KisaanLink
Milaap
Carry Your Bottle
Quest Alliance
Growfin
PTW
IED Communications
Uniservice
Aviotron Automations
Citium Motors
Crewscale
Beacon
Food Fab
Biz Analyst
31 Parallel
Valtrix Systems
Avils
eBikego
Gladminds
Charzer
easyrewardz
Renote AI
Lynkread
Lambert
Strawcture Eco
Finance Buddha
Mowofleet
Leafcraft
MRES
Advity Infomedia
Stitchting Doen
Venttup
TherapHeal
GoZircle
Suncharge
Aviratech

CFO clients

Kaladhar
Perceptyne
Beacon.Li
Duuet Care
Perceptyne Roots
ConstructnAI
Aegeus
ASP RCM
Orbit Beyond
Clairco
Viga
Lesoko
FLS Media
Cancelled Plans
Value Gold
Track3D
McD Berl
Renote AI
Marut Drones
Spintly
LiteStore
General Aeronautics
Digital Futures Lab
Thrive
Nimble Vision
Beacon
Venttup
Aviotron
Shvasa
Nopo Nano
Suncharge
SecPod
D2C ECommerce
iMagnum
Vrisva
m16 Labs
Mystifly
Gloroots
Molsys
Salvation Healthtech
ESCA Healthcare

Segments we serve

Manufacturing
Platform
Fintech
Catering
Robotics
EV/Hybrid
Computer Graphics
Food Tech
Health Tech
Consulting
Sales Tech
Staffing
AdTech
Consumer
Services
Product
Cybersecurity
Industry 4.0
TravelTech
Drones
Renewable Energy
AgriTech
IoT
Co Living
D2C/ECommerce
US RCM
Deep Tech
High Tech
E-Commerce
SaaS
AI
Industry Exhibition
EdTech
Space Tech
NanoTech
Semiconductor
VLSI
Energy Tech
Med Tech

Investor ecosystem

3one4 Capital
Axilor Ventures
Sharrp Ventures
Villgro
Social Alpha
IIMB NSRCEL
Sprout Ventures
Arali Ventures
Paradigm Shift
Java Capital
Endiya Partners
Zenfold
Sorin Investments
Capital A
T-Hub
Wadhwani
Fireside Ventures
Cactus Ventures
Elev8 VP
SilverNeedle Ventures
Mela Ventures
Prarambh Ventures
Inflexor Ventures
IKP Eden
IVenture @ ISB
Yali Capital
Saama Capital
Bessemer VP
Stellaris VP

Why SRF is a studio

SRF operates at the intersection of multiple business-critical disciplines. For these functions to work effectively in conjunction, we adopt a pod structure: a model that brings cross-functional expertise into integrated units, each aligned to a shared objective. Every strategic decision is financially grounded, operationally viable, and execution-ready.

Our disciplines

Strategy Consulting
Defines direction and long-term growth priorities.
Strategy Labs/Sprints
Drives execution through focused sprints and rapid interventions.
Investment Banking
Manages transactions and strategic capital events.
Funding Readiness
Positions businesses for successful capital raises.
Fractional CFO
Flexible financial leadership for structured decisions and growth.
Financial Controllership
Ensures financial discipline, accuracy, and visibility.
Financial Planning & Analysis
Drives forecasting, planning, and financial decision-making.
Compliance & Governance
Ensures regulatory alignment and strong governance frameworks.
Tax & Compliance
Ensures regulatory adherence and financial efficiency.
Internal Audits
Strengthens controls, processes, and accountability.
Due Diligence
Assesses risks, validates assumptions, and ensures readiness.
HR Business Partnering
Aligns people strategy with business goals.

Our pod structure

Disciplines are consolidated into focused pods, each representing a cluster of related capabilities. At the core is Team A: a group of senior leaders where each member takes ownership of a specific pod, working in coordination to deliver integrated outcomes.

Strategy Consulting / Labs
Defines direction and drives it through focused sprints.
Karthik Beknal
Lead - Strategy Consulting & FP&A
Investment Banking
Manages transactions and strategic capital events.
Haripriya V
Lead - Investment Banking & Business Growth
Financial Planning & Analysis
Plans, forecasts and tracks performance.
Karthik Beknal
Lead - Strategy Consulting & FP&A
FinOps – CFO Office
Manages cash flow and financial control.
Srikar Kedarisetty
Lead - Finance Operations
Due Diligence
Assesses risks and investment readiness.
CA Mallavarjalla Mounika
Lead - Due Diligence & Assurance
Compliance – Company Secretary
Ensures legal and governance compliance.
CS Manavi Arora
Lead - Company Secretarial and Compliance

See the full pod structure and team

Team

The studio model

Continuous model, not transactional
Long-term partner in growth.
Integrated approach
Strategy, Capital and Execution in one place.
Strategy Labs
Structured research, deep dives and interventions across functions.
Studio Connect
Capital and ecosystem access.

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