Technology Infrastructure and SaaS Cash-Discipline Adviser

The mandate

The investment committee's unresolved question is how quickly to commit technology infrastructure and software capacity when demand may arrive later than the cash obligation. Infrastructure can require irreversible spending, while software investment can hide recurring cash burn behind attractive future margins. The adviser will test staged commitments using the economic differences rather than treating every technology proposal as the same growth bet.

Four days per month are reserved for capital-paper analysis, assumption interviews and a written decision challenge. Scheduled investment committee attendance is included. Materials should arrive seven working days before the session; urgent questions are acknowledged within a business day, with considered responses within three. Technical diligence or fresh commercial research must be separately commissioned where the supplied evidence is insufficient.

The advisory calendar runs six months from 19 October 2026. Any renewal is decided by the committee chair based on unresolved infrastructure or SaaS allocation choices and independence. Pune is the coordinating base, using remote preparation and planned India workshops. The role should leave better staged-investment questions in the committee rather than an external voice attached to every future budget discussion.

This investment perspective carries no line authority over finance or engineering and no executive responsibility for spending, delivery or funding. The adviser can recommend waiting, resizing or accelerating, but management and the committee approve the action. Advice must separate cash already committed, option value from delaying and spending needed to preserve a genuine customer opportunity.

Concurrent work is permitted where it does not compete for the same investment opportunity or compromise the reserved days. Advising a proposed infrastructure supplier, financing intermediary or competing software portfolio would create a conflict requiring disclosure and possible recusal. The adviser cannot recommend a subsequent paid project without transparently separating that commercial interest from the independent review.

What you will own

• Test infrastructure proposals for contracted demand, utilisation ramp and irreversible cash commitments, identifying evidence that supports staged rather than immediate full-capacity release.
• Question SaaS investment papers on the cash duration of product development and acquisition spending, not only their projected steady-state margin or growth potential.
• Shape a comparable option sheet showing delay cost, reversible spend and downside exposure across infrastructure and software investment choices presented to the committee.
• Press sponsors to identify which assumptions depend on customer conversion, delivery readiness or external funding before recommending capital allocation across competing priorities.
• Challenge claims of available finance capacity against committed expenditure and practical funding constraints, keeping new financing decisions with the CFO and authorised board.
• Recommend cash and demand review triggers that allow an approved technology bet to be resized without obscuring the original decision rationale or accountability.

Candidate qualifications

• Evidence eighteen-plus years of finance experience with substantive technology, SaaS or related investment decision work at deputy-CFO, finance-director or equivalent scope. Present an investment you staged or rejected, the cash commitment you challenged and the subsequent evidence. Candidates must demonstrate what they personally advised rather than rely on executive titles.
• Show practical understanding of software economics and infrastructure investment cash profiles, supported by decisions involving demand uncertainty, capacity ramp or recurring development spend. Explain a case where an attractive margin forecast concealed an unacceptable funding duration or where delay would have destroyed an otherwise valuable opportunity.
• Bring strong scenario and capital-allocation judgement with a transparent treatment of uncertain inputs. Provide a committee paper that made alternatives comparable and identify the limitation you left visible. Technical fluency is useful, but the adviser must know when engineering, architecture or commercial diligence needs specialist owners.
• Demonstrate independent conduct alongside concurrent finance engagements, including disclosure of supplier, funding or implementation interests. Explain how you sustain a predictable review cadence and record advice that management does not follow. The role requires investment judgement, not authority to execute treasury transactions, sign capital commitments or provide technology certification.

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 10 October 2026. Mandate reference PCT-ADV-2026-IND-47.