• Investor Identification: Connecting promoters with private equity firms, venture capital funds, and angel investors.
• Pitch Deck & Valuation: Preparation of investor presentations, business models, and valuation assessments.
• Deal Structuring: Designing optimal equity instruments—convertible preference shares, CCPS, or direct equity investments.
• Negotiation & Closure: Assisting in term sheet negotiation, shareholder agreements, and regulatory approvals.
• Post-Investment Support: Ongoing advisory on governance, MIS, and investor relations.
• Pitch Deck & Valuation: Preparation of investor presentations, business models, and valuation assessments.
• Deal Structuring: Designing optimal equity instruments—convertible preference shares, CCPS, or direct equity investments.
• Negotiation & Closure: Assisting in term sheet negotiation, shareholder agreements, and regulatory approvals.
• Post-Investment Support: Ongoing advisory on governance, MIS, and investor relations.
Our Process
1. Requirement Analysis
2. Preparation
3. Liaison
4. Execution
- Conducting in-depth discussions with promoters to understand the business model, project cost, and funding gap.
- Evaluating existing leverage and repayment capacity.
- Mapping out suitable financing instruments based on sector and project lifecycle.
2. Preparation
- Preparing bankable Detailed Project Reports (DPRs), feasibility studies, and sensitivity analyses.
- Designing cash flow projections and financial models that highlight debt service capacity.
- Preparing CMA Data, investor pitch decks, and credit profiles tailored for financiers.
3. Liaison
- Engaging with Banks/NBFCs/Investors to position the project attractively.
- Negotiating terms such as interest rates, collateral structures, repayment schedules, and moratoriums.
- Facilitating site visits, promoter interactions, and credit committee presentations.
4. Execution
- Ensuring smooth and timely sanction of facilities.
- Coordinating documentation and legal compliances.
- Supporting in disbursement of funds in alignment with project milestones.
- Providing ongoing support to ensure compliance with covenants and conditions.
Private Equity Advisory
Equity infusion is often necessary for scaling projects and enhancing leverage capacity.