Investor-ready finance,
from someone who's
been in the room.

Investor-ready means your financials are structured, consistent, and clearly presented such that an investor can assess your business quickly and confidently. It includes: a clean P&L and Balance Sheet with no unexplained entries, monthly MIS with trends over 12–24 months, a financial model with documented assumptions, an accurate cap table, and a complete data room. Many founders believe their numbers are ready — in our experience, most are not, and the gaps surface only when a serious investor asks a detailed question.

We do not act as placement agents. Our primary role is to make you investor-ready — building the financial infrastructure, data room, MIS, and model that gives investors confidence. That said, if required, we may assist in connecting founders with the right set of investors from our network, on a case-by-case basis. Introductions through founders' networks, accelerators, or registered investment banks remain the primary channel.

A data room is a secure, organised folder (digital) that contains all documents an investor will request during due diligence. A standard data room includes: audited financial statements for the last 3 years, MIS and management accounts, the financial model with projections, cap table and shareholder agreements, incorporation and statutory filing documents, material contracts, IP registrations, and key HR documents. We prepare, organise, and review the data room so it has no gaps that raise red flags.

We build a 3-statement financial model (P&L, Balance Sheet, Cash Flow) with 3–5 year projections, driven by clearly documented assumptions. The model includes a separate assumptions tab, sensitivity analysis, and key metric outputs (ARR, EBITDA, cash runway, burn rate) that investors typically want to see. The model is designed to be understandable and walkable — not a black box.

Ideally 6–12 months before you plan to begin investor conversations. This gives time to get books clean, build consistent MIS history, prepare the financial model, and set up the data room without rushing. Founders who engage only when a term sheet is on the table face tight due diligence timelines with gaps in financial records — creating unnecessary stress and sometimes deal risk.

Valuation determines the fair value of your company's shares — required for ESOP grants, rights issues, preference share issuances, and convertible note conversions. Under Indian regulations, it must be done by a SEBI-registered Category I Merchant Banker or a Registered Valuer. We coordinate with registered valuers and provide the financial data and business context needed to complete the valuation report efficiently.

Yes. We assist with debt structuring — preparing the financials, projections, and documentation required by banks and NBFCs for term loans, overdraft facilities, and working capital limits. CA Varun Tanwar has direct experience structuring and managing debt facilities, including lender coordination and compliance with loan covenants.

An ESOP (Employee Stock Option Plan) grants employees the right to purchase company shares at a predetermined price as part of their compensation. ESOPs are a powerful tool for talent retention in growth-stage companies. If you are issuing ESOPs, you need a formal scheme adopted by the board, a valuation report for the grant price, and ongoing compliance with Companies Act provisions. We advise on ESOP structuring and valuation requirements.

Financial due diligence for a seed or Series A round typically takes 3–6 weeks from the time the investor requests data room access. Founders with clean books, a well-organised data room, and a clear financial model routinely complete DD in 3 weeks. Founders with disorganised records often take 8–12 weeks — with some investors walking away from the process.

Fundraising support is typically a project-based engagement — data room preparation, financial model build, MIS setup, and due diligence support. For ongoing investor reporting and MIS, we offer a monthly retainer as part of our Virtual CFO engagement. Scope and fees are discussed transparently on the first call.