Overview
New and growing businesses face many decisions at once: which entity to form, which registrations to obtain, how to present financial information to banks and investors, and how to keep compliance under control while the business grows.
The firm assists founders and MSME owners with structure, registrations, projections, investor and bank documentation, and the internal reporting that helps them run the business.
When it is typically needed
- Forming a company or LLP for a new venture
- Applying for DPIIT startup recognition or Udyam (MSME) registration
- Preparing projections and documents for investors or lenders
- Planning an employee stock option scheme or changes to shareholding
- Setting up MIS reporting and standard operating procedures as the business scales
Scope of work
Startup set-up and recognition
- Startup incorporation
- DPIIT recognition assistance
- MSME/Udyam registration
- Initial compliance support
Funding and investor readiness
- Pitch deck support
- Investor documentation
- Financial projections
- Valuation support
Finance and banking support
- DPR and CMA data
- Project finance advisory
- Working capital assessment
- Subsidy guidance
Equity and growth structuring
- ESOP advisory
- Shareholding structuring
- Due diligence
- Investment readiness
Operational advisory
- SOP development
- MIS reporting
- Business process advisory
- Growth monitoring
Terms explained
For readers less familiar with Indian tax and regulatory terminology.
- DPIIT recognition
- Recognition of an entity as a startup by the Department for Promotion of Industry and Internal Trade under the Startup India initiative, subject to eligibility conditions.
- Udyam registration
- The online registration for micro, small and medium enterprises (MSMEs) in India.
- ESOP
- Employee Stock Option Plan — a scheme granting employees the option to acquire shares, subject to company law, tax and, where relevant, foreign exchange rules.
Scope and limitations
- Recognition, registration and eligibility for schemes are decided by the relevant authorities.
- No assurance is given about raising funds or the outcome of any investor or lender discussion.