INVESTMENT READINESS
Prepare your business to attract and secure investments with robust financial planning, compliance, and strategic positioning.
WHERE DO YOU AIM TO REACH?
Develop a Business Plan
The business plan is all about how the business works. It involves clearly defining key partners, vendors, resources, customers, revenue streams, and developing a comprehensive and detailed plan of operations.
HOW WILL YOU REACH THERE?
Design a Financial Model
A financial model interprets the business plan in numbers. It involves quantifying the operational expenditure and capital expenditure incurred by the business from its inception and determining the revenue projections for future years based on proper assumptions. This is then brought to the financial statements for future periods.
HOW DOES AN INVESTOR VALUE A BUSINESS?
Business Valuation
Valuation of a business helps in understanding the value an investor will assign to a company’s equity shares. It is arrived at based on the numbers assigned to the business plan.
HOW DO YOU COMMUNICATE YOUR VALUE TO THE INVESTOR?
Confidential Information Memorandum
This involves presenting an investor docket or document that offers key information on the business plan, issues addressed, investment requirements, funding methods and so on, for the business. The project report entails a detailed version of the docket, intended for Investors, Banks, and other third parties.
IS YOUR BUSINESS’S VALUE SPREAD ACROSS MULTIPLE ENTITIES?
Group Structuring
Most often the business activities of a group are spread across various legal entities, and this poses a significant challenge in portraying the value of the group before a potential investor. We assist businesses in devising a strategy to consolidate the value under one entity, in a tax efficient and compliant manner which is also in line with the interest of the promoters / shareholders and the future expansion plans
HOW TO OPTIMIZE MERGERS AND ACQUISITIONS?
Mergers and Acquisitions
Facilitate strategic mergers and acquisitions ensuring compliance and maximizing value. We assist clients across the entire transaction lifecycle — from target identification and due diligence to post-deal integration. Our cross-functional team ensures regulatory adherence while aligning business objectives with shareholder expectations.
DO YOU WANT TO START A NEW VENTURE?
Entity Structuring
The nature of the business, future business plans, scale of operations, etc. are key in determining an effective entity structure for a business. We assist our clients in determining a suitable legal entity structure based on the requirements of the business and help them in effectively handling regulatory registrations and compliance requirements.
HOW TO STRUCTURE YOUR INVESTMENTS?
Capital Structuring
Numerous legal structures are available for housing investments in an entity. Identifying a suitable capital structure with the right mix of equity and debt instruments is pivotal before onboarding new investments. Dilution of stake, interest of the investor, repatriation of income, tax and regulatory implications, cost of funds, lock in period etc. are key factors that contribute to determining an efficient capital structure.