Notification

  • Image

    Join us for an insightful session Navigating Due Diligence for Startups & Investors – 26th June 2025, 3PM onwards.

    Read More
  • Not Able to Find What You’re Looking For? Speak to us directly! Our experts are here to guide you through any queries or challenges.

    Speak to Us

We streamlined financial operations for an insurance-tech company in record time

In just a few weeks, Treelife transformed the financial infrastructure of an innovative SaaS company. We set up efficient accounting systems, ensured seamless bookkeeping, and provided critical fundraising support. Discover how our strategic approach reduced their operational burden and enhanced their financial management.

 

Business Overview

An innovative insurance-tech company using technology and innovation to transform the traditional insurance model. The company offers a cloud-based platform that connects distributors to the insurance ecosystem.

 

Project Undertaken

  • Setting up systems for HR, accounting, and payroll
  • Ongoing bookkeeping, tax compliance, and payments
  • Fundraising and due diligence support

 

How We Helped?

Setting Up:

  • Treelife took ownership and set up the entire accounting system for the company from inception using Zoho Books and Zoho Payroll.
  • Assisted in migrating from Zoho Payroll to Keka, ensuring a smooth transition.
  • Effective implementation of software and processes reduced the time and effort required by the founders.

Bookkeeping and Accounting:

  • Timely updating of accounting entries and filing, ensuring compliance with regulatory requirements.
  • Completion of requisite regulatory compliances, reducing TAT for payments and MIS processing.

Fundraising & Vendor Due Diligence:

  • Represented the company during the due diligence process conducted by investors, assisting them in understanding the business model and transaction workflow.
  • Submitted data in the requisite formats and seamlessly resolved queries from the diligence team regarding finance and tax-related areas promptly.

By leveraging our expertise in financial management, Treelife significantly improved the company’s operational efficiency and supported its growth journey. Our comprehensive services ensured that the company was well-prepared for investor scrutiny and ongoing financial challenges.

About the Author
Treelife
Treelife
Treelife Team | support@treelife.in

We are a legal and finance firm with a deep focus on the startup ecosystem. We offer a wide range of services, including Virtual CFO, Legal Support, Tax & Regulatory, and Global Expansion assistance.

Our goal at Treelife is to provide you with peace of mind and ease in business.

We Are Problem Solvers. And Take Accountability.

Related Posts

Are You Paying the Right Tax on Your Virtual Digital Assets (VDAs)? Here’s What You Need to Know Before Filing Your ITR
Are You Paying the Right Tax on Your Virtual Digital Assets (VDAs)? Here’s What You Need to Know Before Filing Your ITR

With India’s growing adoption of cryptocurrencies, NFTs, and tokens, it's critical for investors and traders to understand how these Virtual...

Learn MoreLearn More
Understanding Valuation Rules for Share Transfers (Post Angel Tax Removal)
Understanding Valuation Rules for Share Transfers (Post Angel Tax Removal)

With the removal of Section 56(2)(viib), commonly known as Angel Tax, the landscape for startup funding and share transfers has...

Learn MoreLearn More
Raising Funds from Friends and Family(F&F) – Early-Stage Startups
Raising Funds from Friends and Family(F&F) – Early-Stage Startups

Raising funds from friends and family is a common strategy for early-stage startups, particularly during the initial or pre-revenue phase....

Learn MoreLearn More

For Customer Support

Mumbai | Delhi |
Bangalore | GIFT City

Speak to Us!

We respond within 60 minutes.

    Your information is confidential and secure

    For Customer Support

    Mumbai | Delhi |
    Bangalore | GIFT City

    Fill out the form to unlock the full report!

    Image