
One Firm For Every Stage Of Growth.
Capital must be raised. Finance must scale. Transactions must close. Integration must follow. FundVice helps businesses navigate each stage with the same discipline and the same commitment to execution.
Designed For The Way Businesses Actually Grow
Growing businesses rarely experience finance, fundraising, transactions, and growth planning as separate challenges. Yet most advisory firms are structured precisely that way—dividing critical decisions across different teams, service lines, and providers. Over years of working with founders, leadership teams, and mid-market businesses, we observed the same pattern repeatedly: the issue was rarely a lack of expertise. It was a lack of coordination between the financial foundations of a business and the strategic decisions being made on top of them.
FundVice was built around a simple conviction: finance and investment are not separate disciplines—they are different stages of the same business journey.
Established in 2018, FundVice evolved from a capital advisory practice into an integrated finance and investment advisory firm combining Finance Function Excellence, Investment Advisory, and Startup Advisory under one operating model. Today, we partner with businesses across India, North America, and the Middle East, helping founders, CFOs, investors, and leadership teams build stronger finance functions, execute transactions, raise capital, and navigate growth through a model designed around execution, continuity, and the realities of the modern mid-market.

The strength of a firm lies not only in what it does, but in how it chooses to do it.
FundVice was founded on the premise that businesses do not experience finance, capital, and transactions as separate workstreams. They experience them as a single, continuous set of decisions that determine whether a business scales with strength or in spite of its own structure.
In the mid-market, finance, capital, and transactions do not queue neatly behind one another. A board pack shapes a round, which invites diligence, which in return, surfaces integration requirements. Each decision lands inside a financial reality that either enables what comes next or quietly constrains it. Finance is not the back-office layer beneath this journey — it is the discipline that makes the journey possible in the first place.
Most firms are structured to advise on one part of that journey at a time. The model assumes that the business will manage the continuity between engagements — that a founder or CFO will hold the thread as different advisors hand off to one another. In practice, that is where value is lost. Context does not transfer cleanly. Recommendations made without sight of the adjacent problem are routinely rendered incomplete by it.
FundVice eliminates the handoff. Finance function design, capital advisory, and transaction support operate within a single model — so that each part of the engagement is informed by, and accountable to, the whole.
This is not integration as a convenience. It is the structural response to a structural problem — built into the firm's design from the beginning, not added as a capability over time.
The advisory market has a well-documented tendency to conflate the quality of a recommendation with the quality of its delivery. Frameworks are presented. Reports are filed. And the distance between a rigorous analysis and a working outcome is left, largely, to the client to close. For mid-market businesses — where leadership bandwidth is finite, implementation capacity is not unlimited, and the cost of an unexecuted recommendation is real — that gap is not a minor inefficiency. It is the difference between advice that matters and advice that sits.
FundVice is built around a different standard. Engagements are designed to move from diagnosis to execution — not to the edge of execution, but through it. Whether the work involves designing a finance function, structuring a capital raise, or supporting a transaction, the measure of success is not the quality of what is recommended. It is the durability of what is delivered.
This means FundVice takes accountability for outcomes that are operational, not merely advisory — systems that run, structures that hold, and capital that is deployed against a plan that was built to be executed.
For the mid-market CFO expected to modernise finance, improve visibility, and support growth with constrained resources, this distinction is not incidental. It is the only form of advisory that creates compounding value over time.
The mid-market is no longer a domestic category. For companies operating at this scale today, the relevant universe of capital, customers, suppliers, and acquirers increasingly spans multiple jurisdictions — not as an aspiration, but as an operational reality that is already in place. Cross-border complexity is not a future condition that mid-market businesses are growing toward. It is a present condition that most of them are navigating without advisory infrastructure designed for it.
The default response has been to suggest that businesses outgrow their advisors — that cross-border work belongs to global firms with global footprints, and that mid-market companies should graduate to that tier when they are ready. FundVice rejects that sequencing. The firm has operated across India, the United States, Canada, and the Middle East — not as a series of market expansions, but as a reflection of where its clients already operate and where their capital decisions are already being made.
Cross-border fluency is not a premium service layer at FundVice. It is a baseline capability — because the businesses the firm works with require it, regardless of where they sit on the growth curve.
The result is an advisory model that meets businesses at the scale they are, with the international depth their structures and transactions actually demand — without asking them to wait until they are large enough to deserve it.
Our Operating Philosophy
Firms are often differentiated by the breadth of what they offer. FundVice is differentiated, in equal measure, by how it delivers. It rests on three core principles.

Built Around The Reality Of Modern Business.
Today, the firm has completed named engagements across four global regions, with a client footprint that extends well beyond them.
Primary operating base. Named engagements include Algoworks, Vanity Wagon, Qdesq, and Ingenium, alongside 300+ early-stage advisory and venture-building mandates.
Cadex (US HQ, 60+ country operations), Master's Best Friend (US & Canada), and the Algoworks transaction with US acquirer From Digital, backed by Trivest Partners — who subsequently re-mandated FundVice for post-close integration.
Finance function support and early-stage advisory, including the Fashion Entrepreneur Fund and the Pitch to Get Rich platform on Hotstar — built from concept to an operating team of fifty.
Client operations extend the firm's effective footprint into Europe, Southeast Asia, and further — reflecting the reality that the businesses FundVice serves are themselves global, regardless of where they are headquartered.
The People Behind FundVice
Heena Arora Agarwal
Heena leads the firm's fundraising, M&A, and strategic advisory practice. Over the years, she has worked closely with founders, investors, and growth-stage businesses on capital raises, transaction execution, business strategy, and venture-building initiatives. Her ability to connect opportunities, build relationships, and guide businesses through critical growth moments continues to shape the firm's investment advisory practice.
- Fundraising Advisory
- Mergers & Acquisitions
- Growth Strategy
- Venture Building
- Investor Relations
Ritin Agarwal
Ritin leads FundVice's finance advisory practice, working alongside founders and leadership teams to strengthen finance functions, improve decision-making, and prepare businesses for growth. His work spans Virtual CFO engagements, finance transformation initiatives, strategic finance, treasury management, and cross-border financial operations. He brings a hands-on approach to execution, helping businesses translate financial complexity into clarity and action.
- Virtual CFO Services
- Finance Transformation
- Strategic Finance
- Treasury & Working Capital
- Cross-Border Finance Operations
Together, they have built FundVice into an integrated finance and investment advisory firm serving businesses across borders.
Execution designed for long-term business impact
FundVice is built for engagements where success is defined not by the quality of the recommendation, but by the durability of the outcome. The work below reflects what finance execution looks like in practice.

Investor-grade finance operations across six entities, with a full ERP migration embedded.
A PE-backed technology services company needed a finance function capable of supporting acquisition-led growth and exit readiness. FundVice assumed complete operational ownership across accounting, compliance, investor reporting, payroll, and a Tally-to-NetSuite migration — operating 24×7 on US business hours. Finance evolved from an operational constraint into a strategic advantage.

A permanent analytics framework built — in ten weeks.
Facing a hard covenant deadline, with fragmented data and an undocumented legacy ERP, a PE-backed consumer goods company required lender-defensible pro forma adjustments under severe time pressure. FundVice built the GP-by-SKU master file from scratch, decoded the ERP's proprietary cost logic, and quantified five categories of pro forma adjustments. The company met its covenant deadline. The framework continues to remain in use.

Process-driven, forecast-capable, and audit-ready — across seven entities.
A US B2B services company operating across seven entities lacked standardised processes, forecasting capabilities, and timely reporting. FundVice assumed full ownership of the finance function — implementing SOP-driven workflows and building the organisation's first driver-based FP&A capability across entities, service lines, and clients. Leadership shifted from asking what happened to focusing on what comes next.
Find Your Place In The Journey.
Work alongside founders, leadership teams, and investors on the decisions that shape growing businesses. Build your career through meaningful work, real responsibility, and continuous learning.

A New Standard for the Mid-Market
The global mid-market needs more than fragmented advice. It needs one integrated partner that understands growth, capital, transactions, and execution as part of the same business reality. That is what FundVice is building.