Fund Raising & Capital Advisory

Typical situation — A business at the fund raising stage is planning its next transition — often into a fresh capital round, a new geography, a compliance regime it hasn't previously navigated, or a governance model demanded by a new class of stakeholder.

Key considerations — Common questions include choosing between debt, equity and structured capital, preparing an audited, diligence-ready data room and negotiating term sheets that preserve promoter flexibility, together with the sequencing of legal, tax, financial and operational steps required to make the transition credible to counterparties.

How Samagra may assist — Samagra may prepare a stage-transition roadmap, identify the critical-path items, and coordinate execution across finance, legal, tax and strategy so the promoter can focus on the operating business.

Typical situation — An investor, lender, acquirer, regulator or promoter group has raised a specific ask for a business at the fund raising stage — a diligence pack, a covenant reset, a governance change or a compliance uplift — and the management team needs to respond in a structured, defensible way.

Key considerations — Focus areas typically include term loan, working capital and lrd structuring, ncd, mld and public-debt issuances and refinancing and debt restructuring, along with prioritising which asks are contractual, which are negotiable, and how each answer positions the business for the *next* stakeholder conversation.

How Samagra may assist — Samagra may help unpack the ask, prepare an evidence-backed response pack, coordinate the specialist workstreams needed, and negotiate the commercial and governance terms with the counterparty.