Multi-Product Portfolio and Transaction Funding — Strategic Finance Adviser

The mandate

The finance strategy committee repeatedly asks whether product investment and prospective transactions can be funded without weakening the existing technology portfolio. The adviser will challenge that question through coherent capital alternatives and downside cash. The remit is recurring strategic finance judgement, not deal origination, financing brokerage or a promise that external capital will be available on assumed terms.

Four monthly days support portfolio challenge, funding-options discussion, committee attendance and preparation. Finance committee attendance is included, and complete ad-hoc transaction papers receive an initial assessment within five business days. Hyderabad is the hybrid base; authorised remote treasury and product interviews are scheduled within the allocation rather than added as unrestricted availability.

The engagement runs from 19 October 2026 until 18 October 2027. The finance strategy chair decides renewal using changed capital sequencing, conditions and rejected alternatives as evidence of usefulness. A formal diligence opinion, valuation or financing execution assignment is separately scoped; an active transaction does not silently broaden this retainer into an operating deal office.

Portfolio funding advice carries no line authority over treasury or product teams and no executive responsibility for approved transactions. Management and board owners retain capital and financing decisions. Recommendations must identify evidence, assumptions and specialist reliance, preserving the difference between a strategic funding option and terms that have actually been authorised and can be executed.

Concurrent non-competing practice is allowed with reserved capacity. A bidder, financing party, competing technology portfolio or adviser paid for the same transaction creates a conflict requiring disclosure. Origination commissions, success fees and implementation-linked remuneration are excluded because independent advice may favour organic investment, staged funding, postponement or no transaction rather than the sponsor's preferred route.

What you will own

• Challenge portfolio and transaction cases through comparable cash timing and downside assumptions, identifying where different proposals rely on the same funding source or incompatible expectations of product performance.
• Probe product capital-use priorities for durable contribution and funding headroom, refusing strategic labels as substitutes for evidence of economic value or the capacity to support continuing obligations.
• Test transaction financing options against authorised terms and covenant definitions, keeping uncommitted investor or lender appetite distinct from executable funding available for the proposed decision.
• Shape staged, organic and deferred alternatives with explicit stop conditions, preserving board and executive approval instead of allowing advisory preference to imply an authorised capital commitment.
• Press sponsors to record valuation, legal and tax dependencies with the appropriate specialist owners, ensuring a strategic funding recommendation does not manufacture conclusions outside the supplied evidence.
• Review committee responses and reconsideration triggers after capital choices, retaining rejected advice and residual assumptions when product economics or financing availability changes during the advisory term.

Candidate qualifications

• Demonstrate senior CFO or strategic finance judgement across technology products, services and transactions. Describe a funding or portfolio recommendation personally influenced and identify retained board authority. Candidates must distinguish independent advice from deal promotion, financing introductions and operating treasury execution that is outside the retainer.
• Show practical capital, cash and covenant analysis through a redacted comparison of competing uses of funds. Explain a definition or dependency that changed the recommended sequence. Qualified accounting and finance understanding is relevant, but valuation, legal and specialist tax conclusions must remain visibly relied upon rather than assumed from transaction participation.
• Evidence independent challenge that recommended staged investment, deferral or no deal despite sponsor enthusiasm. Show the downside, alternatives and management response preserved in the decision record. The committee needs persuasive bounded judgement without line control or remuneration that makes completion of a preferred transaction more profitable to the adviser than recommending restraint.
• Establish twenty-one years of relevant experience, board-facing communication and confidentiality across concurrent work. Disclose bidder, lender, investor and same-transaction remuneration, reserve four monthly days and avoid origination commissions. Explain how you recorded a funding option's unresolved conditions and advised the committee against relying on proceeds before the lender or investor had made an enforceable commitment.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 12 October 2026. Mandate reference PCT-ADV-2026-IND-37.