CFO-Led Finance Masterclass for Entrepreneurs
Discover the 5-step Predictable Finance System. Join the Free 10th Jan Webinar to master cashflow, compliance, MIS & scalable financial control.
🔴 LIVE — 16 May 2026 · 11:00 AM IST · 200 Seats Only · Serious Founders Only — Limited to 200 Seats
Dream 2 Billion — The Finance OS Masterclass
RUN YOUR ENTIRE
BUSINESS FINANCE
IN 1 HOUR A WEEK.
We build the system. You just show up on Monday morning.
- Know your real profit on every client, project, and product — every month
- Make every major decision from data — not gut feel and guesswork
- Build a finance system that runs without you, so you can focus on growth
- Structure India + Singapore / Dubai / US correctly before it costs you crores
- Stop firefighting compliance — make it invisible and automatic
90 minutes that could change how you run your business finance — forever.
Date
16 May 2026 — Saturday
Time
11:00 AM — 12:30 PM IST
Format
Live Online — Zoom
For
Founders Whose Finance Must Scale
The Real Problem
Your business is growing.
Your finances are not keeping up.
Most founders are running on instinct, not intelligence. The money is moving, but nobody knows where it really goes. Sound familiar?
01
Your P&L arrives 45 days late. By then, every decision is a post-mortem.
How many decisions have you made this year without the right numbers?
02
Sales go up. But profit doesn't show up in your bank account. Ever.
How much cash is trapped in your business right now?
03
Compliance is a permanent fire drill. GST. TDS. ROC. It never ends.
What would you do with two extra working days every month?
04
Your most important decisions are based on gut feel, not data.
Which client is actually profitable? Which service line is dragging you down? What is your real cash runway? You guess. And build your entire strategy on that guess.
When did you last make a major decision with full financial confidence?
What You Will Discover
The 5-Step System That Gets You To
1 Hour a Week on Finance
Not concepts. Not theory. The actual system — with the rupee outcomes attached to every step.
01
The Profit Clarity Map
How to know exactly which client, project, product, or service is making you money — and which ones are silently destroying your margin. Most founders are shocked by what they find.
→ Average: 8–15% improvement in gross margin in 90 days
02
The Cash Flow Command System
→ Average: 18–25% of working capital recovered in 90 days
03
The MIS That Actually Works
How to build a one-page financial dashboard that tells you everything you need to know in minutes — not days. Not your accountant’s P&L. Your command centre. Investor-ready. Board-ready.
→ 40% fewer reactive decisions. Board packs in hours, not weeks.
04
The Zero-Notice Compliance Architecture
→ Average ₹3–8L in penalties and interest saved in Year 1
05
The Global Structure Blueprint
→ Tax savings ₹15L to ₹1 Cr per year from correct structuring
How We Helped a Hyper Growth Product Engineering Company unlock 2x faster Scale
Result: From constant firefighting to total control & unstoppable scale
Problem: Scaling from startup to growth mode created overwhelming finance & compliance stress — no structure for multi-country entities, daily bookkeeping & registration chaos, and leadership time lost in constant firefighting
Solution: Cross-border structure + strategic tax planning + MIS & board packs + full finance engine run by TMG
Outcome: Zero chaos → Zero surprises → Total peace of mind → CEO free to build, not firefight
“We couldn’t have found a better partner — super reliable & trustworthy.” ⟶
-Ameet Mehta, Founder & CEO, First Principles
The Numbers
What Happens When the
System Is Running
₹68L
Found in recoverable profit in one afternoon. Interior design founder. ₹40 Cr business.
2X
Customer base growth in 18 months. Funded startup — once the Finance OS was running.
5X+
Revenue multiple at exit. Clean systems = premium pricing. Due diligence in days, not months.
Real Proof
What Happens When the
Finally Gets Financial Control
Case Study
Hyper-Growth Product Engineering Company — From Chaos to 2X Scale
2X
Customer base in 18 months
The Problem
Scaling chaos — no multi-country structure, compliance overload, leadership lost in firefighting. Growth stalled for 9 months.
ZERO
Financial surprises post-implementation
The Problem
Scaling chaos — no multi-country structure, compliance overload, leadership lost in firefighting. Growth stalled for 9 months.
100%
CEO time freed from firefighting
The Problem
Scaling chaos — no multi-country structure, compliance overload, leadership lost in firefighting. Growth stalled for 9 months.
"We couldn't have found a better partner — super reliable and trustworthy. They think like founders, not consultants — and that changed everything."
Ameet Mehta — Founder & CEO, First Principles
This Workshop is Designed For Business owners:
- Doing ₹2 Cr+ revenue
- Stuck at the same growth level
- Struggling with cash flow, working capital, taxes
- Business dependent on the owner
- Teams lacking ownership & accountability
- Want systems to scale and run on autopilot
This Workshop is Not Designed For:
- Businesses below ₹2 Cr turnover
- Job seekers or students
- Those looking only for motivation
What You Will Discover
THE 100-DAY FINANCE OPERATING SYSTEM
Details revealed exclusively at the end of the masterclass — for serious founders only.
Testimonials
When we met Alok and his team, our finance & compliance were chaos — and we weren’t ready for the Razorpay acquisition offer.
They took over everything: India–Singapore structure, RBI-FEMA, investor coordination & due diligence.
By acquisition time, everything was clean, aligned, and zero panic.
Our exit to Razorpay closed smoothly — at 5×+ revenue multiple.
Garima Satija
Founder, Poshvine
Before Alok and his team, compliance was chaos and traditional CAs didn’t understand our model.
They fixed everything from Day 1 — structured right, built SOPs, handled regulators and made us future-ready.
We’ve scaled fast since — without a single penalty or red flag.
Sriharsha Majety
CEO & Co-Founder, Swiggy
Big firms couldn’t give founder-level thinking — Alok and his team did.
They helped prioritise markets, structure across India–UAE–US, and set up our US entity seamlessly.
Practical, personalised, and built for how we actually operate.
Shishir Gupta
Director & Co-Founder, Kalki Fashion
For our Singapore expansion, we didn’t need another playbook — we needed founder insight.
Alok and his team made structuring & setup seamless.
They think like founders, not consultants — and that changed everything.
Roby John
CEO & Co-Founder, Super Gaming
“Meet Alok Patnia”
Alok Patnia is the Founder & Managing Partner of Taxmantra Global (TMG) —
A cross-border advisory firm with operations across India, Singapore, Dubai, the US & the UK.
For over 23+ years, he has helped 750+ businesses — valued at over $20 billion
— achieve investor confidence, financial clarity, and scalable growth.
A LinkedIn Top Voice, global speaker, and startup investor through ProfitBoard VC, Alok brings deep founder & VC understanding and an end-to-end systems approach — now delivered through the Dream to Billion Masterclass.
The Top 1% Trust Us
1 HOUR.
EVERY MONDAY.
TOTAL CONTROL.
Join serious founders for the Dream 2 Billion — Finance OS Masterclass. Walk away knowing exactly what your finance system is missing — and the five steps to fix it.
- UAE
- Singapore
- UK
- USA
- India
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