Case study · D2C, India

D2C health and wellness brand: processes, controls and ERP before a landmark exit

Quick answer

Over a 15-month engagement, ProLead redesigned finance operations, built internal controls, implemented an ERP and advised on tax for a fast-growing D2C health and wellness brand in India. The business later completed one of the most significant acquisitions in India's health and wellness startup ecosystem, with finance and controls ready for scrutiny.

Last reviewed by the NeX team: 29 September 2026

The challenge

The company was growing quickly across online and offline channels. Finance processes, controls and systems had to keep pace with that growth, and be ready for the scrutiny that investors and acquirers would bring.

What we did

  • Finance processes: a review of finance operations, with order-to-cash and procure-to-pay redesigned.
  • Controls: internal financial controls and SOPs documented and rolled out.
  • ERP: Zoho Books, Zoho Spend (including Zoho Expense), Zoho People and Zoho Payroll implemented on the redesigned processes.
  • Tax and readiness: tax advisory, reporting and diligence readiness.

The outcome

The business subsequently underwent a landmark acquisition, one of the most significant exits in the Indian health and wellness startup ecosystem.

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