CFO & Advisory
    Services

    Fundraising & Valuation.

    Our fundraising and valuation practice prepares you to raise equity or debt and supports you through the process: financial models, valuations, pitch decks and information memoranda, data rooms, due diligence and term sheet negotiation. Valuations for regulatory purposes are signed by the professional the law requires, which may be an IBBI registered valuer, a SEBI-registered merchant banker or a chartered accountant.

    Not sure which service applies to you? Tell us your situation and a partner will tell you — free, with no obligation.

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    Free 30-minute call with a partner

    About Fundraising & Valuation. No obligation — we reply within one business day.

    When you need it

    Signs it's time to talk to us.

    • You plan to raise money in the next six to twelve months.
    • An investor has asked for your model, valuation or data room.
    • You are issuing shares to a non-resident and need a pricing certificate.
    • You have received a term sheet and want an independent view of its terms.
    • You need a valuation for a preferential allotment, share transfer or ESOP grant.
    Who we do this for
    Startups preparing for seed, Series A or later roundsEstablished companies raising growth capital, private equity or debtCompanies issuing shares to foreign investors that need FEMA-compliant pricingPromoters needing valuations for share issues, transfers or restructuring
    How it works

    How Fundraising & Valuation works with us.

    1. 1

      Readiness review

      We check your financials, cap table, compliance and story, and fix gaps before investors see them.

    2. 2

      Prepare materials

      We build the financial model, valuation, pitch deck and, for larger raises, a confidential information memorandum.

    3. 3

      Investor outreach

      Where engaged, we help you identify and approach suitable investors or lenders; their decisions remain their own.

    4. 4

      Diligence and terms

      We set up the data room, coordinate due diligence and support term sheet negotiation.

    5. 5

      Close the round

      With your lawyers and our secretarial team, we complete the documents, allotment, and Companies Act and FEMA filings.

    Choose a service

    Fundraising & Valuation services.

    Open any service to see exactly how it works: the steps, what we need from you, what you receive and how long it typically takes.

    1. Pitch Deck Creation

      A pitch deck is the short presentation, usually 15–20 slides, that investors use to decide whether to take a meeting and look deeper.

    2. Business Valuation - DCF

      A discounted cash flow (DCF) valuation estimates what your business or shares are worth from the cash they are expected to generate, discounted at a rate that reflects risk.

    3. Business Valuation - Comparable

      A comparable valuation estimates value from what the market pays for similar businesses: the trading multiples of listed peers and the prices paid in recent transactions.

    4. Financial Model

      A financial model is a linked set of projections (P&L, balance sheet and cash flow) driven by clearly stated assumptions about volumes, prices, costs, hiring, capex and funding.

    5. CIM Preparation

      A confidential information memorandum (CIM) is the detailed document that serious investors or buyers receive after signing a non-disclosure agreement.

    6. Investor Connect Facilitation

      Investor connect facilitation helps you reach investors whose focus matches your sector, stage and round size.

    7. Term Sheet Negotiation Support

      A term sheet fixes the commercial and control terms of an investment before the binding documents are drafted: valuation, instrument, liquidation preference, anti-dilution, board seats, consent rights, founder vesting and exit rights.

    8. Due Diligence Coordination

      Once an investor or buyer moves to due diligence, they send a long request list covering finance, tax, legal, HR and compliance.

    9. Funding Syndication

      Funding syndication helps you raise debt or equity from banks, NBFCs, funds or investors.

    Speak with a partner

    Not sure which one you need?

    Tell us what you're dealing with. A partner will tell you what applies and what it costs — a free 30-minute call, no commitment.

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