💡 Strategic Insight
Why Capital Raising Advisory Matters
Raising funds is not just about finding investors — it’s about building confidence in your business story.
Our advisory ensures your company is investment-ready, well-positioned, and supported by accurate financials and strategy.
Key Applications
- Get access to verified investors, family offices, and PE funds
- Present your business with professional-grade investor documents
- Achieve optimal valuation and favorable terms
- Save time through a structured and guided process
- Ensure complete confidentiality and compliance
Our Fundraising Process
Investor Readiness Assessment (Weeks 1–2)
- Review business model, financials & scalability
- Evaluate fundraising feasibility & positioning
- Define equity vs debt suitability
Valuation & Financial Modeling (Weeks 2–4)
- Investor-grade 5-year financial projections
- DCF & market-based valuation summary
- Define EBITDA, ROCE, IRR & growth metrics
Documentation & Collateral (Weeks 4–6)
- Teaser, pitch deck & investor presentation
- Detailed Information Memorandum (IM)
- Structured Q&A database for investors
Investor Identification & Outreach (Weeks 6–10)
- Target VCs, PEs, FOs & NBFCs
- Curated list of 50–100 investors
- NDA-based outreach & response tracking
Engagement & Negotiation (Weeks 10–14)
- Investor meetings & data room access
- Handle due diligence queries
- Support term sheet & valuation negotiation
Transaction Closure (Weeks 14–18)
- Legal coordination & final documentation
- Signing, fund transfer & compliance
- Optional post-investment reporting support
Our Deliverables
📊
Investor-Ready Financial Model (Excel)
📑
Pitch Deck & Executive Summary (PDF)
📘
Information Memorandum (IM)
🎯
Investor Target List (50–100)
📈
Valuation Report Summary
📝
Term Sheet & Deal Summary Support
🤝
Coordination During Due Diligence
Timeline :
3–5 months from preparation to closure.
Success Rate
75–80% for qualified mandates.
Fundraising Types We Support
Our Sell-Side Process
Phase 1: Preparation & Positioning (Weeks 1–3)
- Business assessment & readiness review
- Financial normalization & valuation (DCF, multiples)
- Information Memorandum (IM) preparation
- Buyer teaser & NDA templates
- Virtual data room setup
Phase 2: Buyer Identification & Outreach (Weeks 4–6)
- Mapping 100+ strategic & financial buyers
- Anonymous teaser circulation
- NDA-based confidential outreach
- Buyer qualification & management meetings
Phase 3: Due Diligence Management (Weeks 7–12)
- Financial, tax & legal DD coordination
- Buyer query management
- Risk identification & red-flag mitigation
Phase 4: Negotiation & Structuring (Weeks 13–16)
- LOI & term sheet negotiation
- Deal structuring (asset vs share sale)
- Payment terms & milestone finalization
- Tax-efficient transaction planning
Phase 5: Closure & Transition (Weeks 17–20)
- Agreement drafting support
- Regulatory approval facilitation
- Smooth transition & handover
- Post-deal support if required
Why Choose Us
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Extensive Investor Network
Direct access to 50+ PE/VC funds, 25+ Family Offices, and 100+ HNIs.
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Comprehensive Preparation
We create all investor materials end-to-end, ensuring complete readiness.
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CA-Led Valuation Expertise
Combining financial precision with market insight to support negotiations.
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End-to-End Execution
From initial pitch to final closure — one team manages the entire process.
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Confidential & Ethical Advisory
All investor interactions are handled under NDA with conflict-free engagement.
Ready to Raise Capital for Your Business ?
Frequently asked questions
Our power of choice is untrammelled and when nothing preventsbeing able to do what we like best every pleasure.
Typically, founders dilute between 20–40% for growth capital. Early-stage businesses may dilute more. We focus on optimizing valuation and deal structure to minimize dilution while achieving your capital goals.
We conduct a detailed investment-readiness assessment upfront. If we accept your mandate, we do so with confidence. That said, investor appetite and market conditions can vary and are beyond anyone’s control.
Yes. We work with banks, NBFCs, and alternative lenders to structure debt, mezzanine, or hybrid instruments depending on your business profile and funding needs.
We charge a modest retainer to cover documentation and initial preparation. Our success fee is payable only upon successful closure of the fundraise.
We use multiple valuation methodologies including Discounted Cash Flow (DCF), comparable company analysis, transaction multiples, and relevant market benchmarks to arrive at a fair valuation range.
Absolutely. We shortlist and present investor options, but the final decision on which investor to partner with is always yours.
We continue to support you post-raise with investor relations, board meeting preparation, compliance support, and planning for follow-on funding rounds.