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How we work

Structured, senior-led and secure.

Whether we work as an extension of your team or directly with you, senior professionals lead and review every engagement.

Offshore

For consulting firms: offshore support

1

End of your day

You share the target company data through a secure platform: SharePoint, OneDrive or Dropbox Business.

2

Overnight

We map the GL, prepare the financial statements and run EBITDA normalization, working capital, net debt and proof of cash.

3

Quality check

A senior reviewer checks formulas, tie-outs and red flags before anything leaves us.

4

Before your morning

The updated model and a preliminary red-flag analysis are back with you, in your format. Your firm reviews and presents the final work product to your client.

The result is an effective 24-hour diligence operation, with no overtime, no weekend pressure and no drop in quality as volume grows.
Advisory

For sponsors, funds and founders: working directly

1

Scoping call

We agree scope, timeline and the questions that matter most, whether for a deal, a model or your finance function.

2

Data and requirements

We gather the data and context we need through a secure platform.

3

Analysis and build

Our senior team runs the diligence analysis, builds the model or takes on the finance workstream.

4

Review and readout

Key findings, risks and open points reach you early, while there is still time to act.

5

Delivery and ongoing support

Reports, workbooks, models and board packs come straight to you. Models and Fractional CFO work continue on your monthly or quarterly cadence.

The result is findings and models you can act on, from the people who did the work.
Our commitments

What you can count on

Senior review on every deliverable

Nothing leaves Velonix without a formal quality check by a senior reviewer.

US and Indian expertise together

A licensed US CPA and Chartered Accountants bring US GAAP fluency and investor expectations into every analysis.

Clear scope and pricing

Fixed fee or hourly, agreed up front, with no surprises after work begins.

Data security

Built for confidential financial data

Data security is built into our operations.

  • Every team member works only on company-issued, fully monitored laptops. No personal devices.
  • Files are stored on Microsoft SharePoint and exchanged via OneDrive or Dropbox Business.
  • Access is role-based, and data is shared strictly on a need-to-know basis within each engagement.
  • We sign comprehensive NDAs on every engagement.
NDAsNeed-to-knowMonitored laptopsRole-based access

Discuss your requirements with our team