Technology / IT / ITES

Advisory for Technology, IT & ITES Businesses in India

Samagra advises technology, SaaS, IT services and ITES businesses on cross-border structuring, SEZ / STPI, transfer pricing, ESOPs, fundraising and M&A — designed for global delivery and global capital.

Overview

Tech businesses operate across jurisdictions from day one — customers, engineers, IP and investors often sit in different countries. The right entity, IP and transfer-pricing structure determines whether that global footprint is a strength or a tax and regulatory liability.

Our technology practice combines cross-border tax, corporate law, ESOP and transaction expertise to help promoters build globally-scalable, investor-ready structures.

How we help

Advisory areas for Technology / IT / ITES

Cross-Border Structuring

•India-Singapore, India-US, Delaware C-Corp structures
•Externalisation and flip transactions
•IP-holdco and licensing structures
•SEZ / STPI unit setup and compliance
•FEMA, ODI and RBI compliance

Transfer Pricing & Tax

•Inter-company pricing policy and documentation
•Cost-plus, licensing and royalty structures
•Section 10AA / SEZ tax planning
•Permanent establishment and equalisation levy
•TDS and WHT on cross-border payments

ESOP, Cap Table & Fundraising

•Cap-table design and clean-up
•ESOP scheme, trust and cross-border grants
•SAFE / CCPS / CCD instrument structuring
•Term-sheet negotiation and diligence support
•Post-round FEMA, ROC and RBI filings

Compliance & M&A

•Statutory, tax and secretarial compliance
•Data-protection and DPDP framework
•M&A, acqui-hire and reverse-merger advisory
•Founder secondary and buy-out structuring
•IPO readiness for tech companies

Our approach

How we engage

01
Structure Review
Existing entity, IP, tax and cap-table structure reviewed for global-scale readiness.
02
Redesign
IP, holdco, transfer pricing and ESOP structures aligned to plan.
03
Implement
Restructurings, filings, ESOP rollouts and fundraises executed end-to-end.
04
Ongoing
Continuing cross-border tax, FEMA, ESOP and audit support.

Why Samagra

Why technology / it / ites choose us

✓Deep cross-border structuring experience — India, US, Singapore
✓Transfer pricing and international tax capability in-house
✓Understanding of SaaS metrics and VC / PE diligence
✓ESOP end-to-end — scheme through buyback
✓Comfort with fast-moving, high-context founder teams

Illustrative scenarios

Illustrative advisory scenarios

Examples of situations in which businesses and stakeholders may require integrated financial, transaction, restructuring, governance or dispute advisory support.

The scenarios below are illustrative examples created to explain the types of situations in which Samagra Advisors may provide advisory support. They do not represent actual client engagements, testimonials, completed transactions or guaranteed outcomes. Any figures, ranges, timelines or stakeholder profiles are indicative context only.

Illustrative technology / it / ites scenario — growth-capital readiness

Typical situation — A technology / it / ites organisation is exploring external growth capital — a fresh equity round, structured debt or a strategic partner — and needs to demonstrate that its financial, governance and disclosure posture will withstand investor and lender diligence.

Key considerations — The board and CFO typically weigh india-singapore, india-us, delaware c-corp structures, externalisation and flip transactions and ip-holdco and licensing structures alongside cap-table clean-up, related-party mapping, MIS maturity and the story that will be presented to institutional counterparties.

How Samagra may assist — Samagra may assist in preparing an investor-grade information pack, running a mock vendor / buy-side diligence, refining the equity story and coordinating banker, legal and tax counterparties through term-sheet and closing.

Typical ticket size range: INR 25 – 250 Cr
Indicative timeline: 4 – 7 months
Common counterparties: PE / family offices / strategic investors
Board discussions: 4 – 6 meetings during process

Possible workstreams

•Financial-model & MIS review
•Cap-table and related-party clean-up
•Vendor / mock diligence pack
•Term-sheet negotiation support
•Closing & post-money governance

Illustrative technology / it / ites scenario — regulatory & compliance uplift

Typical situation — A technology / it / ites business is preparing for a fresh regulatory cycle — for example a sectoral licence renewal, a SEBI / RBI / MCA filing window, or heightened lender-covenant reporting — and needs to close historical gaps without disrupting operations.

Key considerations — Focus areas typically include inter-company pricing policy and documentation, cost-plus, licensing and royalty structures and section 10aa / sez tax planning, along with a compliance register refresh, event-based filing calendars, secretarial audit gaps and cross-checks between statutory records and management MIS.

How Samagra may assist — Samagra may support a compliance diagnostic, a remediation roadmap prioritised by risk, and coordinated CS, legal and tax execution to close gaps and set up an ongoing monitoring cadence.

Regulators typically in scope: MCA / SEBI / RBI / sectoral
Indicative timeline: 6 – 14 weeks
Records reviewed: 3 – 5 preceding financial years
Reporting cadence: Monthly or event-based

Possible workstreams

•Compliance register & filing-calendar refresh
•Historical-gap remediation plan
•Secretarial-audit readiness
•Lender & investor covenant reporting
•Ongoing monitoring cadence

Discuss your organisation's specific situation

Every engagement depends on the organisation's circumstances, records, stakeholders and objectives. Schedule a confidential preliminary consultation to discuss the appropriate scope.

Schedule Consultation

FAQs

Frequently asked questions

Do you help with India-to-US or Singapore flips?

Yes. We run externalisation and flip transactions with FEMA, tax and cap-table alignment, in coordination with counsel in the destination jurisdiction.

Can you set up SEZ / STPI units?

Yes. Unit approval, bond execution, compliance and Section 10AA / SEZ tax planning.

Do you handle transfer pricing documentation?

Yes. Policy design, benchmarking, Form 3CEB and representation in TP assessments and appeals.

Engage Samagra

Speak to our technology / it / ites advisory team.

Share a brief on your business and we'll respond with a clear path forward within one working day.