SME / Startups Financial Advisory

IB-Quality.

Founder-Priced.

Institutional financial advisory for India's founders — pitch decks, financial models, and fundraise support built to the exact standard of investment banking. Without the investment-bank price tag.

· INVESTOR PITCH DECKS · FINANCIAL MODELS · INFORMATION MEMORANDA · BUSINESS VALUATION · ESOP VALUATION · FUNDRAISE RETAINER · MARKET RESEARCH · DCF ANALYSIS · CIM PREPARATION · PE ADVISORY · INVESTOR PITCH DECKS · FINANCIAL MODELS · INFORMATION MEMORANDA · BUSINESS VALUATION · ESOP VALUATION · FUNDRAISE RETAINER · MARKET RESEARCH · DCF ANALYSIS · CIM PREPARATION · PE ADVISORY
The Proposition
“Founders raising ₹2–50Cr deserve the same quality of financial materials that listed companies take for granted.Most can't afford it.”
01

IB Quality

Every deliverable is benchmarked against what a bulge bracket Investment bank would accept. Pitchbooks, models, and IMs that sophisticated investors recognise as serious

IB Standard
02

Founder Pricing

A financial model that closes a ₹10Cr round is worth far more than the hours it took to build. Pricing reflects the outcome — not the billing rate of a full-service investment bank.

Bespoke Pricing
03

Clear Engagement

50% upfront, defined scope, one revision round, final delivery. No ambiguous retainers, no surprise scope creep. An engagement letter signed before any work begins.

50% Upfront
Core Services

Eight services.
One standard.

01

Investor Pitch Deck

IB-quality pitch deck structured for narrative clarity, financial rigour, and investor-readiness. Not a Canva template — a bespoke document that tells a defensible story.

12–18 slidesFinancial summarySpeaker notes
02

Financial Model Build

Fully integrated 3-statement model (P&L, Balance Sheet, Cash Flow) with scenario analysis, DCF valuation, and a dynamic dashboard. Built from scratch with your actual data.

DCF + WACC3 scenariosUnit economics
03

Information Memorandum

25–40 page confidential information memorandum for PE fundraises and structured investor processes. The document serious investors read before agreeing to a management meeting.

25–40 pagesFull industry sectionNDA included
04

Business Valuation

Formal valuation using DCF, Comparable Company Analysis, Comparable Transaction Analysis, and Asset-Based methodologies. Used for ESOP grants, PE negotiations, and shareholder events.

ESOP / 409A equiv.Fairness opinionSensitivity analysis
05

Fundraise Retainer

Monthly engagement covering materials, investor targeting, outreach drafting, term sheet review, and weekly check-ins throughout your active fundraising process.

Investor targetingUnlimited revisionsWeekly calls
06

Market Research

Structured research covering market size (TAM/SAM/SOM), competitive landscape, valuation benchmarking, and recent M&A and funding transaction analysis for your sector.

TAM/SAM/SOMComp analysisTransaction set
07

Bookkeeping & Accounting

Monthly bookkeeping, GST return preparation, MIS reporting, and bank reconciliation. Clean books are the foundation of any investor-ready business — and a prerequisite before any IB-quality financial model can be built.

Monthly MISGST returnsBank reconciliation
08

Company Incorporation

End-to-end registration of Private Limited Company, LLP, or One Person Company. MOA/AOA drafting, DIN/DSC procurement, PAN/TAN registration, Startup India recognition, and first-year statutory compliance — so your entity is correctly structured from day one.

Pvt Ltd / LLP / OPCStartup IndiaFull compliance

Bundled Packages

Priced for the outcome,
not the hours.

Fundraise Starter

  • Investor Pitch Deck (Standard)
  • Core 3-Statement Financial Model
  • One revision round each
  • Delivery via Google Drive

Best for: Seed & Pre-Series A founders ready for their first institutional raise.

Get Started
Most Popular

Fundraise Complete

  • Investor Pitch Deck (Premium)
  • Full Model with DCF Valuation
  • Market Research & Sector Note
  • Q&A Prep Session
  • Two revision rounds

Best for: Series A founders with investor meetings lined up who need the complete package.

Get Started

PE Ready

  • Information Memorandum (Full)
  • Integrated Financial Model
  • Business Valuation Report
  • NDA & Process Letter Templates
  • Full revision coverage

Best for: SME promoters (₹10Cr–₹200Cr revenue) approaching PE for the first time.

Get Started

Retainer Kickoff

  • Month 1 Fundraise Retainer
  • Investor Pitch Deck included
  • Core Financial Model included
  • Investor targeting list (20–30)
  • Weekly 30-min advisory calls

Best for: Founders starting an active fundraise who want end-to-end support from day one.

Get Started
How It Works

Five steps.
Zero ambiguity.

01

Discovery

Free

Understanding your business, fundraising stage, target investors, and where you are in the process. No commitment. No sales pitch.

02

Proposal

Within 24 hours

A one-page Scope of Work specifying deliverables, timeline, price, payment terms, and revision policy. Clear and complete.

03

Kickoff

After 50% paid

Engagement letter signed via DocuSign. 50% upfront invoice settled. Then a thorough kickoff call — inputs, assumptions, review dates.

04

Build

Per agreed timeline

The work. First draft shared, structured feedback collected, revision incorporated within 3 business days. Bulge bracket IB standard quality before anything leaves our desk.

05

Deliver

Final + 50% balance

Final deliverable via Google Drive. Balance invoice raised. Two follow-up check-ins at 2 and 6 weeks post-delivery — because the raise doesn't end at delivery.

Start Here

Your next raise
deserves IB-grade
materials.

Book a free 30-minute discovery call. No commitment, no sales pitch — just a clear conversation about what you need and whether this engagement makes sense.

Discovery call is free.

Book a Discovery Call

Free · 30 minutes · No obligation