Fundraising Advisory (PE / VC)

Fundraising advisory for PE and VC is the structured preparation of a company for raising equity — the pitch deck, the financial model, the investor target list, the term sheet negotiation and the closing. The legal frame runs through the Companies Act 2013 — the issue of shares under Section 62 and the private placement framework of Section 42 — and the tax frame through the Income Tax Act 1961, including the share-issue-at-premium positions historically covered by Section 56(2)(viib) Act 2024). The process is a campaign with a legal backbone.

The fundraising process is won in preparation. Investors see hundreds of decks a year; the ones that move forward are the ones where the story, the numbers and the terms hold together. The deck must articulate the problem, the product, the market and the unit economics; the model must tie; the data room must answer the diligence; and the term sheet must be negotiated from a position of knowing what matters — valuation, control, liquidation preference, anti-dilution.

The cost of a weak fundraising process is a bad round or no round: a deck that does not get meetings, a model that collapses at diligence, a term sheet signed without understanding the control terms, or a raise that drags so long the business's momentum is spent. Each is a preparation failure.

This service is for founders and companies raising PE or VC capital. We prepare the investor materials — deck, model, data room — structure the round under Section 42 or Section 62 of the Companies Act 2013, build the target investor list, manage the process and the negotiations, and close the round with the terms, the filings and the cap table in order.