Fund Raising Advisory Services
We help promoters and CFOs raise growth, working capital, acquisition and restructuring capital — across equity, debt, mezzanine and structured instruments — through the right investor and lender relationships.
Overview
Fund raising is not just about capital — it is about the right partner, the right structure and the right terms. Wrong capital can be more damaging than no capital.
Our fund-raising advisory covers strategy, financial modelling, investor / lender selection, negotiation, documentation and closing, tailored to the company's stage and objective.
Our Fund Raising Services
Equity Fund Raising
- •Growth capital (VC / PE) advisory
- •Family office and HNI investor engagement
- •Strategic investor / corporate VC introductions
- •Pre-IPO and IPO-linked fund raising
Debt & Structured Capital
- •Term loans, working capital and refinancing
- •Private credit, mezzanine and NCD advisory
- •Structured / covenant-linked capital
- •Acquisition and LBO financing
Preparation & Execution
- •Investor / lender pitch deck and financial model
- •Information memorandum and data room
- •Valuation, deal structuring, term-sheet negotiation
- •Due diligence coordination and closing support
How we work
- 01
Assess
Capital requirement, use of funds, right instrument.
- 02
Prepare
Model, IM, valuation, data room.
- 03
Approach
Investor / lender identification and engagement.
- 04
Negotiate
Term-sheet, definitive documents and closing.
Why clients choose us
- ✓Wide network of PE, VC, family offices, banks and NBFCs
- ✓Sector-agnostic experience across manufacturing, services, real estate and BFSI
- ✓Promoter-side representation focused on preserving control and value
- ✓Support beyond closing — reporting, covenant and lender relationship management
Challenges we help you navigate
Fragmented advisors, uneven quality
Most fund raising mandates cross tax, legal, finance and secretarial workstreams. Handing them to separate advisors creates gaps in strategy, timelines and accountability.
Regulatory complexity and shifting law
The regulatory landscape around fund raising has moved quickly in the last few years. Precedents, circulars and enforcement priorities change how a matter should be structured and defended.
Commercial trade-offs, not just paperwork
Every fund raising decision affects cash, tax, timelines and stakeholder trust. Documentation alone is not enough — the underlying commercial call has to be right.
Execution capacity under time pressure
Boards and promoters usually engage on a deadline — a filing, a board meeting, a diligence, a hearing. Slippage is expensive and often irreversible.
Is this right for you?
We work best with organisations that recognise themselves in the profiles below. If any of these describe your situation, we should talk.
- ✓Promoters and boards evaluating a fund raising decision for the first time
- ✓Growth and mid-market companies that need integrated fund raising advice under one roof
- ✓Family-owned businesses balancing commercial goals with governance and succession considerations
- ✓Investors, lenders and other stakeholders assessing a counterparty on fund raising matters
- ✓Listed and IPO-bound companies needing disciplined fund raising execution alongside disclosure obligations
What you receive
- Diagnostic memo on the fund raising objective, options and key risks
- Detailed workplan with responsibilities, timelines and dependencies
- Structured documentation package — filings, submissions, contracts or schemes as applicable
- Board / promoter briefing notes at each decision point
- Coordination log with intermediaries, regulators or counterparties
- Handover file with post-engagement compliance and monitoring calendar
How the engagement runs
Kick-off & diagnostic
Week 1–2
Fact-gathering, exposure assessment, option evaluation and workplan sign-off with the promoter or board.
Structuring & drafting
Week 3–6
Design of the preferred structure, drafting of core documents, tax and regulatory positioning, internal review cycles.
Execution & filings
Week 6–12
Filings, negotiations, hearings or coordination with counterparties, regulators and intermediaries.
Closure & handover
Post go-live
Post-engagement compliance calendar, monitoring framework and knowledge transfer to internal teams.
Frequently asked questions
How much can we raise?
Depends on business fundamentals, projected growth, sector, existing debt and equity dilution appetite. We provide a realistic assessment before starting any process.
How long does a typical fund raise take?
Debt raises usually close in 8–16 weeks; equity raises typically 4–9 months from mandate to closing, depending on stage and sector.
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Share a brief on your requirement and we'll respond with a clear path forward within one working day.