Fundraising Advisory Services

Fundraising advisory is the end-to-end support a business needs to raise capital — from sharpening the strategy and financials, to identifying the right investors, structuring the deal, and closing the transaction at fair terms.

With investors evaluating more deals than ever and term sheets becoming increasingly nuanced, founders who approach the market without a structured plan often face delayed processes, valuation cuts, or restrictive clauses that hurt long-term flexibility.

We provide independent fundraising advisory for startups, SMEs, and growth-stage companies across equity, debt, mezzanine, and structured instruments — covering preparation, investor outreach, term sheet negotiation, due diligence support, and closing.

Our Fundraising Advisory Services

Fundraise Strategy & Plan

Assessment of capital needs, instrument mix, valuation expectations, and target investor profile.

Pitch Deck & IM

Investor-grade pitch deck, teaser, and detailed Information Memorandum aligned with the business story.

Financial Model & Valuation

Three-statement model, cap table, dilution working, and indicative valuation range.

Investor Identification & Outreach

Curated outreach to relevant VCs, PEs, family offices, HNIs, NBFCs, and strategic investors.

Term Sheet Negotiation

Review and negotiation of term sheets covering valuation, structure, rights, and protective provisions.

Due Diligence Support

Coordination with financial, tax, legal, and technical DD partners and management of the data room.

Definitive Agreements

Support on SPA, SHA, SSA, and related documents in coordination with legal counsel.

Closing & Post-Deal

Closing condition tracking, fund inflow coordination, and post-deal investor reporting setup.

Our Fundraising Process

Diagnostic & Plan

Review of business, financials, governance, and finalisation of round size and structure.

Preparation

Refinement of strategy, model, deck, and IM; cleanup of cap table and compliance.

Outreach & Engagement

Targeted outreach, investor meetings, and Q&A with curated information sharing.

Term Sheet & DD

Term sheet evaluation, negotiation, and management of the due diligence process.

Closing & Reporting

Definitive agreements, closing conditions, fund receipt, and ongoing investor MIS.

Why Fundraising Advisory Matters

✓ Improves probability of closing the round

✓ Protects valuation and key economic terms

✓ Ensures founder-friendly governance terms

✓ Speeds up DD and definitive agreements

✓ Provides access to relevant investor networks

✓ Avoids common fundraise pitfalls

✓ Strengthens preparation for future rounds

✓ Sets a clean foundation for post-deal reporting

FAQs on Fundraising Advisory

How is fundraising advisory different from investment banking?

Investment banking traditionally focuses on transactions — connecting capital providers and closing deals. Fundraising advisory is broader: it covers preparation, story, model, investor selection, negotiation, and closing. It can be delivered alongside an investment banker or instead of one, particularly for early and growth-stage companies.

When is the right time to start a fundraise?

The ideal time to start preparation is well before capital is needed — typically 6 to 9 months ahead of when funds are required. Companies that begin once they are running short on runway often face weaker negotiating positions and accept terms they would otherwise resist.

How do you decide between equity and debt?

It depends on the stage of the business, predictability of cash flows, growth ambitions, and existing capital structure. Equity is suitable when risk is high or growth is rapid; debt or structured products work better when cash flows are stable. Most companies use a thoughtful mix over time.

How long does a typical fundraise take?

Equity rounds usually take 3 to 9 months from kickoff to closing, depending on stage, size, market conditions, and complexity. Debt deals can be shorter once readiness is established. Most delays are due to incomplete preparation rather than investor decision-making.

How is investor outreach managed confidentially?

Outreach starts with a teaser that does not reveal the company name, followed by a structured NDA before the IM is shared. Communication is centralised, data rooms are access-controlled and watermarked, and updates to investors are coordinated through a single channel to avoid leaks.

What are common pitfalls in early-stage fundraises?

Frequent pitfalls include unclear unit economics, unrealistic valuation expectations, weak governance, dependence on a single investor early in the process, accepting first-draft term sheets without negotiation, and underestimating dilution and protective provisions impact across rounds.

Do you also help after the round closes?

Yes. Post-deal support includes setting up monthly or quarterly investor MIS, board pack preparation, covenant tracking, and managing reporting obligations under the SHA. Strong post-deal hygiene also helps in raising the next round on better terms.

Run a Smarter, Sharper Fundraise

Partner with our fundraising advisors to prepare, position, and close your next round at fair terms — equity, debt, or structured.

Talk to a Fundraise Advisor