From IPO-grade financial documentation to business loans and structured capital, we prepare the numbers, the narrative and the materials that hold up through diligence, negotiation and regulatory review.
Investors, lenders, regulators and merchant bankers all read your numbers looking for the same thing, each in their own words.
"Will these numbers still be true after diligence?"
"Can this cash flow actually service the debt?"
"Does every disclosure agree with every other?"
"Will this file without observations?"
Different words. One test: can your numbers survive someone else's scrutiny?
IPOs, pre-IPO placements, private equity and institutional raises, and structured capital transactions, for promoters, issuer companies, and the transaction advisors who represent them.
Term loans, working capital facilities, project finance and debt restructuring, prepared and presented the way lenders actually evaluate them.
Most fundraising processes stall not because the business is not fundable, but because the financials are not ready to be seen. We fix that first, so everything downstream moves without months of back-and-forth.
This is the unglamorous part of fundraising. It is also the part that decides how the rest of the process goes.
Ready to be seen. Every schedule reconciled before the first outside eyes arrive.
Reviewers read fundraising documents hunting for inconsistency. We build materials that do not give them one, and stay with you through every review cycle.
Prepared with financial narratives aligned to the transaction strategy, not written in isolation from it.
Built to the standard lenders expect, with supporting schedules that cut rounds of clarification.
Financial structuring and documentation support, organised the way diligence teams actually work through it.
For restructurings, acquisitions and demergers, with computation schedules reconciled back to audited historicals.
The numbers and key metrics inside investor and lender presentations, sourced from the same reconciled base.
Your financials, MD&A, risk disclosures and capital structure summaries all say the same thing, everywhere they appear.
Structured financial reporting and restated-financials execution, combined with deep regulatory orientation and sectoral depth. One team, one quality standard, across every deliverable.
Structured and comprehensive, so nothing gets missed across hundreds of moving line items.
Complete reconciliations and documentation behind every number and every disclosure.
Compliant with SEBI (ICDR), Ind AS / Indian GAAP and Schedule III from the first draft, not retrofitted.
Risk factors grounded in actual financial exposure, so disclosure and reality never contradict.
One thread across merchant bankers, legal counsel, auditors and management. Queries resolved once.
The outcome it is built for: materials that withstand diligence, disclosures that hold up under questioning, and fewer review cycles.
Not every capital need should be met with equity. For working capital, expansion or a specific project, the right facility, well structured, raises capital without diluting ownership. We prepare the financial case and the documentation; lender selection and negotiation can run through your existing banking relationships or a syndication partner.
Illustrative. Tenor and repayment profile matched to what the cash flow can actually support.
Restated financials, working capital analysis and normalised earnings, applied to what a bank or NBFC credit committee actually reviews.
Term loans, working capital, project finance and structured or acquisition-related debt, matched to your tenor and repayment profile.
Loan proposals, CMA data and supporting schedules prepared to the standard lenders expect, reducing rounds of clarification.
Where existing facilities no longer fit the business, we prepare the financial case for renegotiated terms or refinancing.
Your objective, equity or debt, and where your financials stand against what the process will demand.
Historicals prepared, restated and normalised, with any clean-up flagged before going further.
IM, offer document, loan proposal or DRHP financial section, every number reconciled, every disclosure consistent.
One point of execution across merchant bankers, lenders, legal counsel and auditors.
Support through review cycles and negotiation, documentation aligned as terms get refined.
Built specifically to reduce regulatory observations and iteration cycles. We integrate into your workflows and templates, and execution capacity scales with the transaction, without adding to your headcount.
More parties see this data than in almost any engagement we run. Confidentiality here is not just about our access. It is about controlling who else sees it, and when.
Every person who can view or download is named. Access moves with the deal team, person by person.
A raise generates draft after draft. We track what is live, so a stale figure never circulates beside the current one.
Every engagement, direct or through a transaction advisor or merchant banker, is covered by a signed NDA before any financial data is shared.
Where a transaction is under a regulatory quiet period or pre-announcement embargo, our communication and documentation practices are built around that timeline.
Where a transaction advisor or merchant banker leads the relationship, our involvement is presented entirely on their terms, including with the issuer's own management.
We work through your own virtual desktops and remote access environments, so data never leaves your systems.
Our focus is financial readiness and documentation, the materials that have to hold up through diligence and review. We are not a placement agent or investment bank running the outreach, though we work closely alongside whoever is.
Our capital markets work has spanned large, multi-entity issuers alongside smaller business loan and structured capital engagements. Tell us your scale and we will tell you honestly whether we are the right fit.
Yes. Much of our capital markets work operates this way, coordinating directly with lead and co-lead managers, legal counsel and auditors as a single point of execution.
Yes. The same financial readiness and documentation discipline applies to both, adapted to what investors versus lenders actually scrutinise.
It depends on the state of your existing financials and the complexity of the transaction. A focused clean-up can take weeks; a full IPO-grade restatement across multiple entities takes longer. We scope this honestly in the assessment stage.
Yes. Every engagement is covered by an NDA, and where we work under a transaction advisor or merchant banker, our involvement is presented on their terms.
Whether you are heading toward an IPO, a private raise, or a business loan, the numbers need to hold up before the questions start. Let's look at where your financial readiness stands today.