Financial Advisory and Planning Services by Sigma Solutions
Introduction
A fast-scaling e-commerce startup in Northeast India faced multiple financial hurdles—poor cash flow, disorganized financial planning, and funding bottlenecks. The startup had a promising product but lacked the financial insight required to scale operations or attract investors.
To overcome these issues, the founders partnered with Sigma Solutions for comprehensive financial advisory and planning services aimed at stabilizing finances and preparing the business for expansion and investor engagement.
Challenges Faced
1. Unstructured Financial Planning
- No structured budgeting or forecasting
- Poor alignment between business goals and financial resource allocation
2. Cash Flow & Working Capital Shortages
- Irregular inflows and outflows
- Difficulty paying suppliers and covering operational costs
3. Investor & Fundraising Challenges
- No professional financial projections
- Weak investor pitch deck and unclear return models
4. High Tax Burden & Financial Inefficiency
- Overpayment of taxes due to lack of tax planning
- Poorly optimized capital allocation structure
5. Lack of Risk Management Strategy
- No contingency or emergency fund
- No structured protection from financial uncertainties
Solution Provided by Sigma Solutions
Sigma Solutions implemented a full-spectrum financial advisory solution, focusing on structuring financial forecasts, improving cash management, enabling investment readiness, and building long-term financial security.
Implementation Process
1. Financial Health Audit & Strategy Blueprint
- Reviewed:
- Historical income and expense data
- Debt structure and investment performance
- Developed:
- A 12-month financial roadmap
- Customized strategic budget aligned with business goals
2. Cash Flow Management & Working Capital Control
- Introduced:
- Real-time dashboards for expense and income tracking
- Implemented:
- Vendor credit cycles
- Delayed payment strategies for better cash retention
3. Investment Readiness & Capital Structuring
- Prepared:
- Investor-ready pitch deck and business valuation documents
- Advised:
- On optimal equity vs. debt ratio
- Designed a 3-round fundraising strategy with exit planning
4. Tax Optimization & Risk Mitigation
- Structured:
- Deductions under Income Tax Act for R&D and asset depreciation
- Created:
- Emergency reserve fund
- Risk framework covering supplier dependency and insurance
5. Scalability & Expansion Advisory
- Formulated:
- A regional and national expansion budget
- Cross-border financial strategy for entering neighbouring markets
Results Achieved
Outcome | Impact |
₹20 Lakhs Investor Funding Secured | After implementing investor pitch strategy |
₹5 Lakhs Saved in Taxes Annually | Through legal tax optimization |
30% Improvement in Cash Flow | Via monitoring tools and payment restructuring |
Market Expansion Enabled | Launched in 3 new regions in 6 months |
Improved Financial Stability | Created long-term risk protection plans |
Conclusion & Key Takeaways
A robust financial strategy is the backbone of any scalable business.
Sigma Solutions empowered this startup to:
- Transition from reactive to strategic financial planning
- Secure critical funding
- Achieve financial control, investor readiness, and business expansion
Key Lessons:
- Startups must plan not just for growth—but for stability
- A great product requires an equally strong financial narrative
- Expert financial guidance pays for itself through savings and funding success
Related Services by Sigma Solutions
- Tax Planning & GST Advisory
- Auditing & Financial Reporting
- Business Expansion & Risk Management
- Payroll, ESI, EPF Compliance
- Investor Relations & Corporate Structuring
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Client Testimonial
“Sigma Solutions completely
transformed our financial planning. With their guidance, we secured investor
funding, improved cash flow, and expanded our business sustainably. Highly
recommended for startups and growing businesses!”
— Founder, E-commerce Startup, Northeast India