San Francisco Bay Area · Strategic Finance for AI & Technology

Strategic Finance for AI and Technology Companies.

Ridhika Dhani works with founders, CFOs, and technology leaders on strategic FP&A, AI and R&D economics, and capital allocation as companies move from Seed through scale.

Selected experience Meta Superintelligence Labs Apple Lucid Motors LivePerson Citrix Conga GlobalFoundries KAMET.AI Yahoo!
Every engagement is led directly by Ridhika.
What I’ve Led

Hard finance problems, already solved at scale.

Ridhika has operated inside public companies, AI platforms, cloud software, infrastructure, and early-stage businesses. The value to a startup is simple: she has already solved harder versions of the decisions founders and CFOs face as the company scales.

01

Corporate FP&A

Led forecasting, annual planning, long-range planning, executive reporting, and driver-based financial models across complex public-company environments.

Startup translation: build a planning model the CEO, board, and leadership team can actually operate against.

02

R&D and Product Finance

Managed financial planning across engineering, product, cloud, vendors, and a $150M+ R&D portfolio.

Startup translation: know what engineering, AI, cloud, and product investment is buying you before the burn compounds.

03

Capital Allocation

Led CAPEX, OPEX, headcount, and cash-governance decisions that contributed to $500M+ in savings and deferrals.

Startup translation: decide how aggressively to hire, spend, or extend runway without guessing.

04

Finance Systems

Implemented and operated planning systems including Anaplan and other enterprise finance tools, improving forecast accuracy and reducing manual reporting.

Startup translation: build a finance stack that stays lean as the business gets more complex.

05

Board & Investor Readiness

Built board packages, KPI structures, long-range plans, and investor-facing financial narratives across growth-stage and public-company settings.

Startup translation: show investors and directors the operating story clearly before they start asking harder questions.

06

0→1 Finance Buildouts

Built finance and FP&A functions from the ground up, including planning cadence, controls, reporting infrastructure, equity administration, and finance team design.

Startup translation: put the right finance capabilities in place before hiring a full team.

Core Focus

Three areas where senior judgment matters most.

The practice is intentionally narrow. Ridhika is not trying to replace accounting, tax, or bookkeeping. She is brought in when the financial question becomes a business decision.

01

Strategic FP&A

Driver-based planning, operating models, forecasting, board metrics, scenario analysis, and the management cadence behind them.

02

AI & R&D Economics

Engineering, cloud, compute, data, product, and technical investment economics for companies where R&D is one of the biggest uses of capital.

03

Capital Allocation

Hiring, runway, GTM investment, infrastructure, CAPEX/OPEX, fundraising, and decisions about where the next dollar should go.

Selected Outcomes
$500M+

Cost savings and deferrals through CAPEX controls, headcount governance, and operating discipline.

$150M+

R&D portfolio oversight across engineering, product, vendors, and cloud infrastructure.

35%

Improvement in forecast accuracy through driver-based planning and finance systems.

20%

Reduction in engineering costs through resourcing and operating-model changes.

Case Studies

Specific problems. Specific operating outcomes.

The site now emphasizes work completed and results achieved rather than broad capability claims.

Capital-intensive public company

Capital discipline under scale.

Built CAPEX, OPEX, headcount, and forecasting discipline that contributed to more than $500M in savings and deferrals while improving operating visibility.

AI / SaaS

R&D economics and operating visibility.

Connected engineering resources, cloud spend, vendors, and product investment to financial planning across a $150M+ R&D portfolio.

Early-stage AI

Finance function from zero.

Built planning, pricing support, fundraising materials, controls, equity administration, and 409A readiness for an early-stage AI company.

Finance Transformation & AI

Modernize the finance function without overstating what AI should do.

Ridhika’s focus is practical: improve planning, forecasting, reporting, and decision workflows through stronger systems, automation, and selective use of AI where it improves speed, visibility, or operating leverage.

Planning & Forecasting

Move from static planning cycles to driver-based models, more responsive scenario analysis, and better executive visibility.

Reporting & Decision Workflows

Reduce manual reporting and improve how finance turns operating data into decision-ready information.

Finance Operating Model

Clarify which work should be automated, which requires human judgment, and how finance teams should be structured as the company scales.

When to Bring Ridhika In

Bring Ridhika in when the decision gets expensive.

The trigger is not “we need more finance.” The trigger is that a capital, hiring, product, or growth decision is now large enough that getting it wrong materially changes the company.

Hiring 20 more engineersWhat does that do to runway, output, and the next financing milestone?
Increasing AI or cloud spendWhat happens to gross margin and unit economics as usage grows?
Expanding GTMIs the company ready to scale sales and marketing, or is the model not proven yet?
Raising the next roundAre the forecast, KPIs, board narrative, and diligence materials investor-ready?
Cutting burnWhere can capital come out without damaging the product or growth engine?
Building the board planCan leadership explain the operating model, assumptions, and tradeoffs with confidence?
Engagements

Senior finance capacity around a specific operating need.

Engagements are scoped around the company’s stage, operating complexity, and the decisions leadership needs to make.

6-week sprint

Finance Architecture Sprint

Build or reset the forecast, KPI structure, hiring logic, operating cadence, decision framework, and finance roadmap.

Embedded

Strategic Finance Partner

Executive-level support across operating plans, capital allocation, board preparation, scenario planning, and finance leadership.

Focused project

Capital Decision Sprint

Structured analysis around one consequential decision: hiring, compute, GTM expansion, fundraising, runway, or major resource allocation.

Finance by Stage

The finance function should scale with the company.

Pre-seed does not need an enterprise finance team. Series A does not need founder-led finance. The work changes by stage, and the finance model should change with it.

Pre-Seed

Get the fundamentals right.

Keep finance simple, accurate, and useful enough to support the next financing milestone.

  • Cash and runway
  • Basic revenue model
  • Pricing assumptions
  • Hiring affordability
  • Clean books and cap table
  • Fundraising model
Seed

Build the operating model.

Connect the company’s plan to burn, hiring, unit economics, and the metrics investors will pressure-test.

  • Monthly forecast
  • Hiring plan
  • Unit economics
  • GTM assumptions
  • Board metrics
  • Series A readiness
Series A

Build institutional finance.

Finance starts becoming an operating function, not just a reporting function.

  • Strategic FP&A
  • Capital allocation
  • GTM and R&D finance
  • Board reporting
  • Finance systems
  • AI-enabled workflows
Series B+

Build the team around the system.

Add functional depth without losing the operating discipline established earlier.

  • Finance business partners
  • FP&A
  • Finance systems
  • Accounting leadership
  • Finance intelligence
  • Capital markets readiness
The principle: these are capabilities, not separate hires. At an early-stage company, one senior finance leader, outsourced accounting, and a modern software stack can cover work that once required a much larger team.
Point of View

How Ridhika thinks about modern finance.

Experience matters, but so does judgment. These are the principles behind how Ridhika approaches finance inside technology companies.

AI companies should manage compute with the same rigor traditional companies apply to headcount.
The hiring plan is a capital-allocation model, not an HR spreadsheet.
A forecast that finance owns alone is already broken.
AI should eliminate finance work, not financial judgment.
Ridhika Dhani

Finance leader with experience across AI, SaaS, infrastructure, and public-company environments.

Ridhika Dhani has 15+ years of experience building and leading finance functions, owning planning processes, partnering with executives, and guiding capital allocation across technology companies.

Her experience includes Meta Superintelligence Labs, Apple, KAMET.AI, Lucid Motors, LivePerson AI, Citrix, Conga, GlobalFoundries, Bain & Company, and Yahoo. She earned her B.S. in Business Administration from UC Berkeley’s Haas School of Business.

San Francisco Bay Area Select New York engagements National / Remote
Start a Conversation

Start with the decision your company needs to make.

Share the capital, hiring, R&D, fundraising, or operating question your team is working through.