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You will get a compelling investor teaser for fundraising or Strategic Partnerships
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Project details
I create polished, investor-ready teasers designed to spark immediate interest in your business or fundraising opportunity. A teaser is a clear, concise two-page document that highlights the most compelling parts of your story without sharing confidential details.
Your teaser includes an opportunity statement, key investment highlights, a strong company overview, competitive and industry positioning, customer traction, and top-level financial performance. The goal is to present your business in a simple, high-impact format that communicates credibility, scale, and growth potential.
I focus on clarity, clean design, and a strong narrative flow that helps investors quickly understand why your business is worth a deeper look. Charts, visuals, and proof points are included to make the message more persuasive and easy to scan.
If you are preparing for fundraising, partnerships, or strategic outreach, this teaser gives you a compelling and professional first impression.
Your teaser includes an opportunity statement, key investment highlights, a strong company overview, competitive and industry positioning, customer traction, and top-level financial performance. The goal is to present your business in a simple, high-impact format that communicates credibility, scale, and growth potential.
I focus on clarity, clean design, and a strong narrative flow that helps investors quickly understand why your business is worth a deeper look. Charts, visuals, and proof points are included to make the message more persuasive and easy to scan.
If you are preparing for fundraising, partnerships, or strategic outreach, this teaser gives you a compelling and professional first impression.
Language
EnglishWhat's included $199
These options are included with the project scope.
$199
- Delivery Time 1 day
- Number of Revisions 3
- Executive Summary
- Company Description
- Industry & Competitor Analysis
- SWOT Analysis
- Customer Analysis
- Financial Forecast
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About Mohit
E-Com CFO | Inventory | Pricing | Cash Flow | CA | CFA | Ex-PwC
100%
Job Success
Jodhpur, India - 10:03 pm local time
💵 Fractional CFO & FP&A for E-Commerce Brands | Profitability, Cash Flow & Inventory
I help e-commerce founders understand where their profit and cash are going—and build the financial systems needed to scale with confidence.
Most growing e-commerce businesses don't have a revenue problem. They have a profitability, inventory, working capital, and cash flow problem.
Revenue grows—but cash disappears. Inventory increases. Marketing spend rises faster than profit. Founders struggle to understand which products and channels actually make money.
That's where I help.
I'm a Chartered Accountant (CA), CFA Level III Cleared, Ex-PwC Transaction Advisory Associate, and currently a VP at a boutique US Investment Bank.
I work as a Fractional CFO & FP&A partner for founder-led e-commerce businesses, helping improve profitability, manage inventory and working capital, forecast cash, and build financial systems for better decision-making.
I currently support three $25M+ annual revenue DTC e-commerce brand and have previously worked with a $120M+ annual revenue e-commerce business.
My focus is simple: Turn financial data into clear decisions about profit, cash, inventory, pricing, marketing, and growth.
💵 Fractional CFO & FP&A
• 13-Week & 12-Month Cash Flow Forecasting
• Annual Budgets & Rolling Forecasts
• Driver-Based Financial Models
• Forecast vs. Actual & Scenario Analysis
• Management, Board & Investor Reporting
• KPI Dashboards
• Working Capital Forecasting
💰 Profitability & Margin Improvement
• CM1, CM2, CM3 & CM4 Contribution Margins
• SKU, Product & Channel Profitability
• Pricing & Gross Margin Optimization
• Discount & Promotion Analysis
• Shipping, Fulfillment & Marketplace Fees
• Returns & Refund Analysis
• EBITDA Improvement & Cost Reduction
The goal is to identify where you make money, where margin is leaking, and what actions can improve profitability.
📦 Inventory & Working Capital
• Inventory & Demand Forecasting
• SKU-Level Purchase & Reorder Planning
• Stock Ageing, Slow-Moving & Excess Inventory
• Inventory Turnover & Stock Cover
• Supplier Payment Planning
• Cash Conversion Cycle Optimization
I help answer a critical question: How much inventory should we buy—and when—without creating unnecessary cash pressure?
📈 Marketing & Customer Economics
• ROAS • CAC • MER • LTV
• Customer Payback Period
• Cohort Analysis
• Marketing Spend Efficiency
• Retention & Repeat Purchase Rates
• AOV & Channel Contribution Margin
I connect marketing metrics to actual contribution profit and cash flow—not just revenue growth.
📉 Dashboards & Financial Visibility
• Daily Profitability & Cash Dashboards
• 13-Week Cash Forecast
• Inventory & Working Capital Dashboards
• Executive KPI Dashboard
• Marketing Performance Dashboard
• SKU, Channel & CM1–CM4 Profitability
• Budget vs. Actual Reporting
🛠 Platforms & Systems
E-Commerce:
Shopify • Shopify Plus • Amazon Seller Central • Amazon Vendor Central • TikTok Shop • WooCommerce • eBay • Etsy
Accounting & ERP:
Xero • QuickBooks Online • QuickBooks Desktop • SAP Business One • NetSuite • Sage • Microsoft Dynamics 365
Payments:
Stripe • Shopify Payments • PayPal • Airwallex • Wise • Revolut • Amazon Pay
Inventory & Fulfillment:
Cin7 • Inventory Planner • Unleashed • Brightpearl • Linnworks • ShipStation • ShipBob • Amazon FBA
Modeling & BI:
Microsoft Excel • Google Sheets • Power Query • Power Pivot • Power BI • Looker Studio
Marketing & Analytics:
Meta Ads • Google Ads • TikTok Ads • Amazon Advertising • GA4 • Shopify Analytics • Klaviyo
AI & Automation:
ChatGPT • Claude • Microsoft Copilot • Zapier • Make • Power Automate
💵 Why Clients Hire Me
I'm not a traditional accountant who simply prepares reports after the month is over. I help founders understand what is happening, why it's happening, and what to do next.
I help answer questions like:
• Which SKUs and channels actually make money?
• Why is cash decreasing despite revenue growth?
• How much inventory should we purchase?
• Where are margins leaking?
• Are discounts and promotions profitable?
• Which costs should we reduce first?
• What will cash look like over the next 13 weeks and 12 months?
• How can we improve EBITDA without slowing growth?
If you're looking for a Fractional CFO or FP&A partner who understands Shopify, Amazon, TikTok Shop, inventory, cash flow, pricing, contribution margins, and e-commerce unit economics, let's talk.
💵 Let's build a finance function that gives you complete visibility into your business and helps you make faster, better decisions.
Steps for completing your project
After purchasing the project, send requirements so Mohit can start the project.
Delivery time starts when Mohit receives requirements from you.
Mohit works on your project following the steps below.
Revisions may occur after the delivery date.
Understand your business
You share company details, financials, goals, and any past materials so I can shape the right narrative.