Retainership Services
Ongoing Financial Leadership. Strategic Support. Consistent Growth.
In today’s fast-evolving business landscape, one-time advisory is often not enough. Businesses require continuous financial oversight, proactive guidance, and timely execution support to stay competitive, compliant, and growth-ready.
At Moon Ventures, our Retainership Services are designed for businesses that seek ongoing strategic and transactional financial support without the cost of maintaining a full-time senior finance team. We work as an extended arm of your finance function, offering hands-on involvement, regular reviews, and strategic inputs to help you make informed financial decisions and manage stakeholder expectations effectively.
Our retainership model ensures that your business benefits from consistent access to experienced financial professionals, enabling better planning, smoother execution, and stronger financial discipline.
Our Retainership Offerings
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Financial Strategy & Advisory
We provide continuous guidance on financial planning, capital structuring, and funding strategies, helping you evaluate options, optimize cash flows, and align financial decisions with long-term business goals. -
Debt Monitoring & Optimization
Our team conducts periodic reviews of existing borrowings to ensure optimal cost of capital, covenant compliance, and timely refinancing or restructuring when required, reducing financial risk and improving liquidity management. -
Investor & Lender Relations Support
We assist in managing relationships with banks, NBFCs, and financial institutions, including coordination, communication, and timely sharing of financial information to maintain credibility and trust with stakeholders. -
Compliance & Reporting
We ensure that all financial activities and reporting remain aligned with lender, investor, and regulatory requirements, minimizing risks related to non-compliance and ensuring smooth audits and reviews. -
Fundraising Readiness
We help businesses stay capital-ready at all times by preparing and updating financial models, project reports, cash-flow forecasts, and supporting documentation, enabling faster and more effective fundraising when opportunities arise.
Who Should Opt for Retainership Services?
- Growing businesses needing ongoing financial direction
- Companies managing multiple lenders or investors
- Promoters seeking a virtual CFO-style support model
- Businesses planning future fundraising, expansion, or restructuring
Why Choose Us
- Continuous access to experienced financial advisors
- Cost-effective alternative to full-time finance leadership
- Proactive monitoring, not reactive advice
- Strong expertise in debt, fundraising, and stakeholder management
- Customized retainership models aligned with business needs
