Sandeep Shroff Email & Phone Number

Burlingame, Ca, Us

Fremont, Ca, Us

As an entrepreneur, you know the value of budgeting your money, but your biggest asset is time. We provide on-demand full-stack CFO office support saving you 5-20 valuable hours a month. Here is how we have helped some of our startup partners: A specialty clothing e-tailer approached us while struggling to match their costs with the revenue. We helped them set up an inventory management system to account for COGS correctly according to the product line. This enabled a more data-based decision-making process that led to improved profitability and reduced working capital being locked up in slow-moving inventory. In another instance, we offered part-time CFO services to a browser-based web conferencing company, set up their financial books, managed payrolls, and decreased their current and future tax liabilities. This saved them the full-time cost of hiring an accountant, a controller, and a CFO.When a B2B2C SaaS startup raised its first round and started to expand its headcount, we helped set up their healthcare benefits plan. Our expertise in the field helped them choose the right healthcare plan, resulting in a monthly saving that amounts to more than our cost of running their CFO’s office on a monthly basis.We helped the founder of an early-stage company pick the right corporate structure for the long-term viability and sustainability of his business. Our belief in their product and trust in the founder’s abilities led us to manage his entire back office, set up financial books, filing taxes for him: all free of charge until he raised his first round of outside funding.We helped the founders of an e-Commerce infrastructure company navigate the rough waters in an M&A situation. Our cleanly maintained books and backup schedules allayed the buyer’s fear of unknown liabilities. This allowed us to successfully negotiate the reduction of the hold-back by the buyer from 40% to 10% of total deal value.

Berkeley, Ca, Us

Berkeley, Ca, Us

Chatsworth, Ca, Us

Early Growth Financial Services has expertise in finance, accounting, human resources and corporate governance.

In

Co-founder of an innovative provider of information, analysis and SaaS-based tools for investment research.Raised 4 rounds (2 debt + 2 equity). Orchestrated rapid growth to ~300 headcount in ~2 years.Responsibilities encompassed:-- Finance & Accounting - set up a global system from scratch-- Client service - from support to contract renewals-- Legal - company legal issues to contract negotiation with vendors and clients-- HR / Operations / Admin - hiring and training of employees, real-estate management, office set up

In

Co-founder of an innovative provider of information, analysis and SaaS-based tools for investment research.Conceived the full technology stack Gridstone from data capture to data presentment of unique data. Also, figure out various end-markets and revenue models to maximize total revenue potential of our innovative SaaS-based product. This involved:-- Interfacing with prospects / clients to gather and analyze feedback-- Creating a prioritized product roadmap for the company-- Writing and reviewing MRDs and PRDs for product features-- Working with development / engineering partners to execute the product roadmap

Bangalore, Karnataka, In

Headed the IR and M&A functions in the US for the dual-listed (India and NASDAQ) Infosys.Developed relationships with sell-side and buy-side analysts to expand Wall Street coverage. These efforts contributed to a very successful $1B secondary offering, accelerating Infosys' US stock market presence.

Instream is a boutique investment bank that advises small companies on growth and exit strategies. I focused on the IT-services sector, helped raising public/private money.

I covered the universe of software, IT services and transaction processing companies at the exciting time of the Dot Com boom going away.Leveraged my deep operational experience from the software industry to quickly establish a "thoughtful researcher" reputation with investor clients and industry leaders.

San Francisco, Ca, Us

Advent provides software solutions to professional money managers.I was a principal author and later development manager of Geneva, which went on to become (and still is) the flag-ship portfolio accounting product of Advent.

Mba, Finance

Ms, Computer Science

Bs, Computer Science

Education record