Startup & Venture Advisory
From incorporation to institutional capital and scale.
Founders have to get a lot right early, often with little time and less money. We help startups set up properly, raise capital on sensible terms and build the finance function investors expect, so the business is ready for each stage before it arrives.
What all includes
Startup Structuring
The entity you choose and how ownership is set up on day one affect fundraising, taxes and exits years later. We help founders choose the right structure, including where international founders or investors are involved, and set it up cleanly.
Founder & Promoter Advisory
We act as a sounding board for founders on equity splits, vesting, founder agreements, personal tax and the financial side of big decisions, so the relationships at the top stay clear as the company grows.
Business Planning
We turn your idea into a plan with clear milestones, costs and revenue assumptions. A realistic plan keeps the team aligned and gives investors confidence that you understand your own business.
Startup Tax Advisory
Startups face specific tax questions around share issues, investor funding, ESOPs and eligible tax holidays. We advise on these early so tax does not become an obstacle during a funding round or due diligence.
Government Startup Schemes & Incentives
Recognition under the Startup India programme and various state policies can bring tax benefits, grants and easier compliance. We check your eligibility, handle the applications and help you use the benefits available.
Fundraising Strategy
We help you decide how much to raise, when, from whom and on what instrument, whether equity, convertible notes or venture debt, so each round moves the company forward without unnecessary dilution.
Investor Readiness
We get your numbers, documents and pitch ready before you meet investors: clean financials, a credible model and a data room that answers questions before they are asked.
Financial Modelling
We build startup models that investors can follow, linking growth drivers, unit economics, hiring and burn to show how the business reaches its milestones and what happens if assumptions slip.
Cap Table Structuring
A cap table that is messy or poorly planned can scare off investors. We keep your cap table accurate, model dilution across future rounds and advise on investor rights and share classes.
ESOP Advisory
Stock options help startups attract and keep good people. We design ESOP schemes, advise on the size of the pool, vesting and valuation, and explain the tax treatment clearly to the company and employees.
Due Diligence Readiness
We review your records, filings and contracts the way an investor would and fix the gaps before diligence begins, so the round is not delayed or repriced over issues you could have solved in advance.
Virtual CFO / CFO Support
As you scale, you need senior finance support long before you can hire a full-time CFO. We run your finance function part-time, covering reporting, cash, compliance and investor relations.
Investor Reporting
Regular, honest investor updates build trust for the next round. We prepare monthly and quarterly reports and board materials that show performance, cash position and progress against plan.
Exit & Liquidity Planning
Whether the goal is an acquisition, a secondary sale or a public listing, we help founders and investors plan the exit, understand its tax impact and prepare the company to achieve the best value.
Whether you are about to incorporate or preparing for your next round, we will help you build the financial foundations investors look for. Contact us to talk to our team.