Fundraising Advisory
We provide startups getting ready for or in the midst of a funding round with this premium, high-value service. We do more than just prepare your documents. From the initial financial model to the final SHA signature
Strategic Financial Planning for Startup Growth in India
End-to-end support from strategy to close, ensuring you secure
the right capital at the right valuation
the right capital at the right valuation
Investor Identification
Using our network of 10,000+ investors, we match startups with the right investors angels, angel networks, micro-VCs, family offices based on sector, stage, and geography.
Pitch Deck Review
Reviewing and strengthening the financial narrative in a pitch deck. Ensuring the numbers are coherent, the unit economics are presented correctly, and the story makes sense to a financial investor.
Valuation Calculation
Calculating a defensible valuation for the startup using appropriate methods . Discounted Cash Flow (DCF), Comparable Companies (Comps), Berkus Method for early-stage, or Revenue Multiple. This is critical for negotiating with investors without leaving money on the table or scaring them away.
Term Sheet Review
When an investor gives you a term sheet, it's a legal document full of jargon liquidation preference, anti-dilution, pro-rata rights, drag-along, tag-along. We explain what each clause means in simple language and advise whether to push back.
SSA & SHA Review / Negotiation
Share Subscription Agreement (SSA) and Shareholders' Agreement (SHA) the final legal documents that govern the deal. We review these, flag risks, and assist with negotiation on commercial terms.
Cap Table Management
Maintaining and updating the capitalization table who owns what % of the company, how equity is diluted with each round, ESOPs (Employee Stock Option Plans). Getting this wrong is a nightmare for future rounds.
Our ProcessYour Roadmap to Successful Fundraising
A proven 6-step methodology that has secured crores for our clients.
Ready to Raise Capital?
Schedule a free consultation to discuss your fundraising goals and learn how we can help you succeed
Common Questions
Things founders usually ask us
01
How do I know if I need a financial advisor?
You may benefit from a financial advisor if you’re planning for retirement, managing significant investments, nearing a life transition (like marriage or having a child), feeling overwhelmed by financial decisions, or want an objective expert to optimize your financial strategy .
02
Are your financial advisors licensed and regulated?
Yes. All our advisors are licensed certified financial planners (CFPs) and/or registered investment advisors (RIAs) regulated by SEBI (in India) or corresponding authorities. They adhere to fiduciary standards, meaning they must act in your best interest .
03
What services does your financial advisory firm provide?
We offer personalized financial planning including investment management, retirement planning, tax optimization, estate planning, insurance review, and debt management. Our advisors create tailored strategies to help you meet your short- and long-term financial goals
04
What’s the first step to start working with you?
Schedule a free initial consultation (30–45 minutes) to discuss your financial situation, goals, and concerns. Afterward, we’ll provide a customized proposal outlining our recommended services, fees, and timeline. If you proceed, we’ll conduct a detailed financial review and build your personalized plan .
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We provide a senior team of CAs and CSs with the accounting, compliance, tax, secretarial, and fundraising help that founders and expanding companies require.