CA Dhananjay Ojha

Co-Founder

Bengaluru, Karnataka, India10 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 15+ years of finance leadership experience.
  • Expert in startup fundraising and mentoring.
  • Pioneered AI-powered financial automation solutions.
Stackforce AI infers this person is a Fintech and SaaS expert with a strong focus on startup mentoring and financial strategy.

Contact

Skills

Core Skills

FundraisingStartup MentoringFinancial LeadershipCapital EfficiencyFinancial ManagementCorporate TrainingFinancial LiteracyFinancial StructuringAudit And AssuranceTax PlanningNgo AdvisoryFinancial Strategy

Other Skills

Private Equity FundingInvestmentsPrincipal InvestmentsPrincipal InvestingAlternative InvestmentsInvestment ManagementFinancial ForecastingCash Flow ManagementKey Metrics TrackingData-Driven CultureAccountingResearch SkillsLeadershipProcess AutomationProject Management

About

๐Ÿš€ Fellow Chartered Accountant | Strategic Finance Leader | Startup Mentor | Angel Investor | Virtual CFO "Arise, Awake, and Stop not till the goal is reached.(เค‰เคคเฅเคคเคฟเคทเฅเค เคค เคœเคพเค—เฅเคฐเคค เคชเฅเคฐเคพเคชเฅเคฏ เคตเคฐเคพเคจเฅเคจเคฟเคฌเฅ‹เคงเคคเฅค) "-Swami Vivekananda I live by these words, channeling purpose into every venture I support. With 15+ years of experience across finance leadership, venture capital, and startup strategy, I operate at the intersection of innovation, impact, and execution. I help founders raise capital betterโ€”bringing structure, speed, and investor confidence to every funding journey. Currently part of DhanCapital Group-Single Family Office (SFO), I focus on Infrastructure, Real Estate, Venture Capital, and Capital Markets. I also lead DhanBooks, a pioneering platform for AI-powered financial automation and virtual CFO servicesโ€”empowering startups, SMEs, NGOs, and corporates to scale with clarity and compliance. ๐Ÿ’ผ ๐–๐ก๐š๐ญ ๐ˆ ๐๐ซ๐ข๐ง๐  ๐ญ๐จ ๐ญ๐ก๐ž ๐“๐š๐›๐ฅ๐ž ๐Ÿง ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐œ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ & ๐…๐ฎ๐ง๐๐ซ๐š๐ข๐ฌ๐ข๐ง๐  -Access to 300+ global institutional investors: VCs, PEs, angels, seed & incubation funds -Pitch deck refinement, financial modeling, valuation, ESOP strategy, term sheet negotiation -Investor readiness, capital structuring, and exit planning across growth stages ๐Ÿ“Š ๐…๐ข๐ง๐š๐ง๐œ๐ž ๐‹๐ž๐š๐๐ž๐ซ๐ฌ๐ก๐ข๐ฉ & ๐€๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง -Virtual CFO services with real-time insights and decision support -Business process automation, ERP implementation, and digital finance transformation -Budgeting, forecasting, MIS, and investor reporting systems ๐Ÿ“ˆ ๐†๐ซ๐จ๐ฐ๐ญ๐ก & ๐†๐จ๐ฏ๐ž๐ซ๐ง๐š๐ง๐œ๐ž -Business valuation, due diligence, M&A support, turnaround strategies -SME IPO advisory, ESOP planning, cap table management ๐ŸŒ ๐Œ๐ฒ ๐Œ๐ข๐ฌ๐ฌ๐ข๐จ๐ง To empower visionary entrepreneurs solving global problemsโ€”with the right capital, clarity, and compliance. I thrive on co-creating scalable solutions, mentoring founders, and building sustainable ecosystems that blend tradition with technology. If you're an entrepreneur, decision-maker, or impact-driven organization seeking strategic finance, investor access, or cultural-tech collaborationโ€”๐ฅ๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ. ๐Ÿ“ง fcadhananjayojha@gmail.com ๐Ÿ”— LinkedIn Profile โ€“ Letโ€™s Collaborate https://www.linkedin.com/in/cadhanji #FCA #VirtualCFO #StartupMentor #AngelInvestor #DhanBooks #FinanceAutomation #BusinessAdvisory #SMEIPO #CSRConsultant #FCRACompliance #FinancialLeadership #ERPImplementation #StartupIndia #MSMEConsultant #NGOAdvisor #Investor

Experience

Startup india

Angel Investor & Startup Mentor

Aug 2025 โ€“ Present ยท 7 mos ยท Delhi, India ยท Remote

  • I am an Angel Investor with a professional background as a Chartered Accountant (CA). My investment thesis is centered on early-stage (pre-seed and seed) technology companies where my financial expertise can create significant value.
  • ๐Œ๐ฒ ๐ƒ๐ฎ๐ญ๐ข๐ž๐ฌ ๐š๐ฌ ๐š๐ง ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ-๐๐š๐ซ๐ญ๐ง๐ž๐ซ:
  • 1. Capital Investment: Deploying personal capital into promising ventures.
  • 2. Financial Leadership: Acting as a strategic financial advisor to my portfolio companies, focusing on capital efficiency, financial forecasting, and cash flow management.
  • 3. Network Access: Connecting founders with my network of venture capitalists, industry experts, and potential clients to accelerate their growth.
  • 4. Operational Guidance: Assisting with business model validation, go-to-market strategy, and scaling operations.
  • ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ž๐ ๐’๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ๐ž๐ฌ & ๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ๐ฌ:
  • 1. Project - FinTech Turnaround: Invested in a struggling FinTech platform. Led the restructuring of their financial plan and burn rate, which was crucial in securing a follow-on bridge round and eventually achieving profitability within 24 months.
  • 2. Project - SaaS Scaling: Was the first institutional investor in a B2B SaaS startup. My primary contribution was helping them define and track their key metrics (ARR, LTV:CAC), which led to a data-driven culture that attracted a top-tier Venture Capital firm for their Series A.
  • 3.Portfolio Success: My current portfolio has an aggregate valuation growth of 400% over the last three years. Two portfolio companies have made successful exits via acquisition.
Private Equity FundingInvestmentsPrincipal InvestmentsPrincipal InvestingAlternative InvestmentsInvestment Management+2

Dhanbooks

3 roles

Angel Investor

Promoted

Mar 2025 โ€“ Present ยท 1 yr

  • Invested in DhanBooks, a fintech startup focused on transforming financial record-keeping for small and medium enterprises. Actively supported strategic decision-making, provided mentorship to the founding team, and assisted in business expansion initiatives. Collaborated in areas such as product roadmap, user acquisition strategies, and forging key partnerships to drive growth. Contributed to strengthening financial management systems and scaling DhanBooksโ€™ market presence.

Corporate Trainer

Mar 2025 โ€“ Aug 2025 ยท 5 mos

  • Designed and delivered tailored corporate training programs for finance teams and senior leadership.
  • Empowered participants with actionable insights in finance, taxation, and strategic business management.
  • Fostered a culture of financial literacy across organizations, enhancing overall team performance.
Corporate EducationNew Hire TrainingTrain the Trainer CertifiedDynamic TrainerMindfulness MeditationCorporate Training+1

Founder and Mentor

Feb 2025 โ€“ Present ยท 1 yr 1 mo

  • ๐Ÿš€ Founder & Mentor at DhanBooks โ€“ Redefining the Future of Accounting with AI! ๐Ÿค–๐Ÿ“Š
  • At DhanBooks, we're not just another accounting platform โ€“ we're revolutionizing financial management for businesses everywhere! By blending the power of Artificial Intelligence with smart financial tools, weโ€™ve built a cloud-based platform that simplifies accounting, drives growth, and enhances decision-making.
  • โœจ What We Do at DhanBooks:
  • AI-Powered Automation: Automating your financial tasks so you can focus on what matters โ€“ growing your business!
  • Virtual CFO: Bringing expert financial advice directly to your fingertips, no matter the size of your business.
  • In-Depth Financial Analysis: Empowering businesses with the insights they need to thrive in todayโ€™s competitive landscape.
  • ๐Ÿ”ฅ Key Highlights:
  • Spearheading game-changing innovations in accounting and financial technology.
  • Leading a team of passionate experts to deliver cutting-edge solutions.
  • Building lasting partnerships and enabling business growth with tailored, smart financial tools.
  • ๐ŸŒŸ Join us at DhanBooks as we empower businesses to achieve financial clarity, smart growth, and long-term success!
  • Letโ€™s connect and explore how we can take your financial management to the next level!
AccountingResearch SkillsLeadershipProcess AutomationProject ManagementFinancial Management+1

Diya kashi

NGO Funding Mentor

Dec 2021 โ€“ Present ยท 4 yrs 3 mos ยท Varanasi, Uttar Pradesh, India ยท Remote

  • NGO Funding Mentor โ€“ DIYA KASHI
  • Empowering Social Impact through Financial Strategy & CSR Integration
  • As the NGO Funding Mentor at DIYA KASHI, I am dedicated to enabling grassroots transformation by helping non-profit organizations unlock funding opportunities through structured financial planning, CSR alignment, and regulatory compliance.
  • With over 15 years of experience in finance, CSR strategy, and NGO advisory, I support the mission of DIYA KASHI in building a strong ecosystem of social change agents across Kashi and beyond. I guide NGOs in accessing CSR funds, FCRA registrations, 80G/12A certifications, and government incentives, while mentoring them on project structuring, budgeting, and sustainability planning.
  • ๐Ÿ”น Focus Areas at DIYA KASHI:
  • CSR Project Structuring & Documentation
  • Donor Engagement & Proposal Building
  • 80G, 12A & FCRA Compliance Guidance
  • Financial Systems Setup for NGOs
  • Impact Measurement & Reporting Support
  • Strategic Mentorship for Social Startups
  • Capacity Building Workshops for NGO Leaders
  • Connecting NGOs with Corporates & Funding Agencies
  • At DIYA KASHI, I believe that every mission-driven organization deserves clarity, credibility, and capital to create long-lasting impact. My goal is to be a bridge between visionary nonprofits and ethical funding sources.
  • Letโ€™s collaborate to strengthen our social fabric with financial wisdom and compassionate leadership.
AuditingAccountingMeditationProject ManagementIncome TaxGoods and Services Tax (GST)+2

Dhantax

Mentor

Dec 2018 โ€“ Present ยท 7 yrs 3 mos ยท Remote

Dhananjay & co

2 roles

Startup Mentor

Aug 2017 โ€“ Present ยท 8 yrs 7 mos

  • At DHANANJAY & CO, I serve as a Startup Mentor and Virtual CFO, leading the development and strategic growth of DhanBooks Technologies Private Limited โ€” a DPIIT-recognized fintech startup revolutionizing accounting automation and CFO services for MSMEs across India.
  • Key Highlights:
  • ๐Ÿš€ Founder of DhanBooks, a cloud-based accounting platform powered by AI-driven insights, GST-ready invoicing, and Virtual CFO solutions.
  • ๐Ÿ’ก Mentored 500+ startups and SMEs in financial structuring, compliance, and capital readiness.
  • ๐Ÿ’ฐ Helped early-stage ventures raise funds, manage investor relations, and scale sustainably.
  • ๐Ÿ“Š Guided founders on business automation, fundraising strategy, financial forecasting, and startup valuation.
  • ๐ŸŒ Recognized under UP Startup Policy 2020 and DPIIT Startup India Mission for innovation in finance-tech.
  • My mission through DhanBooks is to simplify finance for founders and empower them with tools, insights, and advisory that support growth, compliance, and smart capital planning.

Founder

Jul 2017 โ€“ Present ยท 8 yrs 8 mos

  • Service Areas
  • Direct Tax and Litigation Support
  • Domestic
  • ยป Domestic Income Tax Planning and Consultancy
  • ยป Tax Administrations including submission of Income Tax Returns
  • ยป Assessment Proceedings including submissions
  • ยป Tax Advise relating to Amalgamation and Mergers
  • ยป Search, Seizure and Survey proceedings
  • ยป Settlement Commission petition and proceedings
  • ยป Income Tax Appellate Tribunal proceedings
  • ยป Commissioner of Income-tax proceedings
  • International
  • ยป International Tax Planning and Consultancy
  • ยป Consultancy on Double Tax Avoidance Agreement
  • ยป Drafting petition for Advance Rulings
  • ยป Transfer Pricing and Specified Domestic Transactions
  • ยปCertificate 15CB and 15CA
  • Indirect Tax
  • ยป Registration , Return Submission and Consultancy of GST
  • ยป Handling of GST proceedings/cases
  • Audit and Assurance
  • ยป Internal Audits ,Management audit
  • ยปPropriety audit,Stock audit,Revenue Audit
  • ยป Inspection and Investigation Audit
  • ยป Reviews and Compilations and Attestation Services
  • ยปEstablishing and Reviewing Internal Controls Systems
  • Corporate Governance Compliance
  • ยปDefining Standard Operations Processes
  • ยปInterpretation of Ind AS & IFRS
  • Secretarial works: -
  • ยปMaintenance of secretarial books & records
  • ยปFilling of Returns with ROC.
  • ยปMeetings, Minutes.
  • ยปLegal Assistance.
  • ยปAll Compliances under Company Law
  • Accounting: -
  • ยปManagement accounting system development
  • ยปBudgeting
  • ยปAccounting of receivables
  • ยปBook keeping & general accounting
  • Corporate and Other Laws
  • ยปFormation of Companies, Public and Private
  • ยปConversion of Partnership Firms to Companies
  • ยปStatutory Due Diligence Reviews
  • ยปSEBI Compliance
  • ยปFEMA and RBI Compliance on FDI
  • ยปSection 25 Companies and Electoral Trust
  • ยปNGO and Charitable trust registration
  • ยปSociety registration
  • ยป80G & 12A registration
  • ยปGST Registration
  • ยปRegistration under Import/Export
  • ยปRegistration under ISO and MSME
  • ยปRegistration under Trademark/Copyright/ISBN
  • Valuation Certification
  • ยปValuation / Revaluation of Fixed Assets
  • ยปValuation of Property & Share Valuation
Start-up SupportStart-up LeadershipStart-up ConsultingProfessional MentoringMentoringStartup Mentoring+1

Brahmayya & co., chartered accountants

Auditor

Jun 2015 โ€“ Jul 2017 ยท 2 yrs 1 mo ยท Gurugram, Haryana, India ยท On-site

  • Statutory Audit & Limited Review | Internal Audit | Financial Reporting | Compliance & Advisory Services
  • ๐Ÿ” Statutory & Internal Audits:
  • Expertise in planning, executing, and finalizing audits in compliance with Indian Accounting Standards (Ind AS) and relevant laws, ensuring accurate and transparent financial reporting.
  • ๐Ÿ“Š Financial Statement Finalization:
  • Finalizing Balance Sheets, Profit & Loss Statements, and Cash Flow Statements with a focus on regulatory compliance and stakeholder communication.
  • ๐Ÿ“‘ Regulatory Compliance & Advisory:
  • Providing guidance on GST, Income Tax, Service Tax, VAT, Provident Fund Act, and other statutory provisions to ensure adherence to national and international standards.
  • โš™๏ธ Risk Assessment & Control Testing:
  • Conducting thorough control testing and providing actionable insights to enhance internal control systems, in alignment with the Companies Act, 2013.
  • ๐Ÿ’ก Financial Advisory:
  • Offering tailored financial advice on capital raising, business structuring, and investment strategies to support sustainable growth and financial stability.
  • ๐Ÿค Client Engagement & Collaboration:
  • Working closely with clients to understand their unique business needs and offering customized audit solutions that help improve operational efficiency and internal controls.
Social ServicesLeadershipNGO AdvisoryFinancial Strategy

Education

The Institute of Chartered Accountants of India

C.A.

Jan 2010 โ€“ Jan 2015

Maharaja Agrasen Himalayan Garhwal University

Master of Business Administration - MBA โ€” Accounting and Finance

Jun 2023 โ€“ May 2025

Duke University - The Fuqua School of Business

Startup Valuation Methods โ€” Valuation

Indian Institute of Corporate Affairs

Independent Director

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce - BCom โ€” Accounting and Finance

St. Xavier's College (Autonomous), Kolkata

B.com

National Association of State Boards of Accountancy (NASBA)

Business Valuation โ€” Business Valuation

The Institute of Chartered Accountants of India

Certificate Course on Overseas Outsourcing Services (US Market)

University of Illinois Urbana-Champaign

Finance of Mergers and Acquisitions: Valuation and Pricing

The Institute of Chartered Accountants of India

Refresher Course on Startup & Role of CAs as Investment Catalysts โ€” Startup Investment

IESE Business School

Scale a Startup โ€” Financial Planning and Services

Sep 2025 โ€“ Present

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