SERENDIB FINANCIAL SERVICES
CFO services

A CFO when you need one. Better workflows that stay.

For general partners, investment managers and growing businesses that need senior finance judgement without a full-time hire.

Fractional & interim

Finance leadership, sized to the moment

Fractional CFO

A set number of days a month, with continuity between them.

  • Board and investment committee reporting
  • Fund and SPV finance, cash and covenant oversight
  • Budgets, forecasts and scenario models
  • Relationships with auditors, administrators and lenders

Interim & project leadership

Full-time cover for a defined period or outcome.

  • Fund launches and first closes
  • Year-end, audit and LP reporting recovery
  • Outsourcing and fund administrator transitions
  • Finance team reviews, procedures and controls
AI-enabled finance workflows

Leadership plus the tools to match

Alongside CFO work we build AI agents that take routine work off your team: budgeting, monthly accounts, month-end close, deal review and investor reporting. Built around your Excel files and systems, then handed over for your team to run.

See the five tools
  1. 01 · Budget & reforecast agentOne controlled model with scenarios and an AI analyst.
  2. 02 · Monthly accounts agentThe monthly pack becomes a dashboard you can question.
  3. 03 · Month-end close trackerA close calendar that chases itself.
  4. 04 · Deal funnel review agentRaw deal data to a checked IC model.
  5. 05 · Quarter-end investor reportingRun the quarter-end and publish it live.
How we work

Diagnose, design, pilot, run

One point of accountability throughout. You can stop after any stage, with no commitment to the next.

Advise & design

Diagnostics, process redesign, SOPs, analytics and AI pilots. Contracted with SFS, led by Priyan, with data science from Dr Sach Karunaratne where needed. A fixed fee per phase, agreed up front. Output: findings, a costed plan and a working pilot.

Build & operate

Ongoing finance operations such as billing, AP, cash allocation and reconciliations, delivered by an established delivery partner in Sri Lanka working UK hours, with SFS running the SOPs and answering for quality. A monthly fee, with service levels and reporting.

Questions we expect

Who do we contract with?

SFS for advice and design. Operate work is contracted through our delivery partner, with SFS leading. There is a separate statement of work for each phase.

How are fees set?

A fixed fee per phase for advisory work, and a monthly fee with service levels for operate work. SFS is UK VAT-registered.

How is our data protected?

We work inside your systems through secure remote access wherever possible. Named staff, signed NDAs and least-privilege access. A data processing agreement and UK GDPR transfer terms are signed before any data moves.

What assurances do we get?

Operate work runs under our delivery partner’s global security policies. Insurance and security documents are provided at onboarding, and controls are agreed with your risk team before go-live.

Any conflicts or independence issues?

Conflict and independence checks are completed before any engagement letter is signed.

How do we start?

A short discovery call, then a scoped, fixed-fee proposal. A diagnostic typically runs three to six weeks.

Need a CFO, or a fix for one process?

Tell us where the pressure is. We’ll tell you honestly whether we’re the right fit.

Book an introductory call