
Case Study 5
Incorporation & Financial Systems Setup for a Seed-Stage Business
CLIENT ASK
Advising on equity allocation and cap table management
Fulfill statutory, tax, and financial reporting requirements.
Open bank accounts and establish financial processes.
CHALLENGES
Ensure legal and operational readiness to utilize funding and onboard employees.
Set up banking, accounting, and governance from day one.
FINNOSIGHTS APPROACH
Designed a robust project plan with activities, ownership, and timelines.
Ensured equity allocation aligned with founders and investors, along with structured cap table planning for ESOPs.
Established accounting systems and reporting processes.
Managed end-to-end compliances towards documentation, registrations, and filing.
RESULTS
Enabled the company to start operations and deploy funding without delays.
Established banking, accounting, and governance frameworks for seamless operations.
Met all statutory, tax, and reporting obligations from day one.
IMPACT
Achieving process excellence from the start established a robust foundation for the future.