Strategic Advisory & Capital
Solutions for High-Growth Businesses
Strategic Investment & Funding services empowering entrepreneurs and businesses with expert financial advisory, capital raising, and strategic transaction support across India, South East Asia, the Middle East, and the US.
M&A Advisory
Fundraising
Valuations
Restructuring
SME IPO











$250M+
Total capital raised till now for our respective clients.
From early-stage fundraising to full-scale M&A, we provide end-to-end investment banking solutions tailored to founders, family businesses, and growth-stage companies. Our focus goes beyond capital we align your financial strategy with long-term goals.Whether it’s cleaning up your cap table, preparing investor-grade decks, or navigating exits and restructuring, we ensure you're always deal-ready and investor-aligned.
Our Core Offerings
Comprehensive financial advisory services tailored for early stage ventures, mid-market companies, and high-growth businesses across every stage of their journey.
Comprehensive Financial Services
End-to-end advisory solutions for every stage of your business journey

Mergers & Acquisitions
- Buy-side & Sell-side advisory
- Strategic partnerships & Joint Ventures
- Mid-market transactions (₹100-1000 Cr)

Private Capital Raising
- Early stage venture funding
- PE, VC, Debt, Mezzanine capital
- Growth equity and venture debt

Strategic & Turnaround Advisory
- Business transformation
- Portfolio restructuring
- Succession planning

Debt & Structured Finance
- Bank/NBFC funding solutions
- Structured debt and refinancing
- ECLGS and NBFC placement

Valuation & Fairness Opinions
- Fundraising valuations
- ESOP valuations
- M&A and regulatory compliance

Pre-IPO & Capital Markets Advisory
- IPO readiness advisory
- Investor alignment and positioning
- Capital markets advisory
Co-Investment via Category I AIF
providing aligned capital solutions for our clients.

Partner with Infowise Startup Catalysts Trust
Category-I Venture Capital Fund-Angel Fund (Registration number – IN/AIF/19-20/0740)
Solutions Delivered
Private Capital Raising
Comprehensive fundraising solutions for early stage ventures and growth-stage companies across all stages of their journey, from initial seed funding to growth equity rounds
Why Raise Private Capital?
Access capital to scale operations, expand market reach, and accelerate product development
Partner with experienced investors who bring industry expertise, networks, and mentorship
Investor backing provides market validation and credibility with customers and partners
Attract top talent with equity compensation and the backing of reputable investors
Our Capital Raising Services
- Seed and early-stage funding
- Growth equity and expansion capital
- Venture debt & structured financing
- Bridge financing and mezzanine capital
- Investor relations and pitch preparation
Capital Raising Process

Investor Targeting
Identify and approach suitable investors aligned with your sector and stage

Due Diligence
Support through investor due diligence and negotiation process

Deal Closure
Term sheet negotiation, legal documentation, and fund disbursement
Funding Stages We Support
- Pre-seed and seed funding
- Angel investor connections
- Incubator and accelerator programs
- Government grants and schemes
- Series A, B, C+ rounds
- Venture capital partnerships
- Strategic investor engagement
- International investor access
- Growth equity and PE funding
- Pre-IPO financing rounds
- Debt and structured products
- Secondary market transactions
M&A Advisory
Strategic merger and acquisition advisory services for companies seeking growth through acquisitions, strategic partnerships, or exit opportunities
Why Consider M&A?
Rapidly enter new markets, geographies, or customer segments through strategic acquisitions
Acquire cutting-edge technology, intellectual property, and innovative capabilities
Achieve cost savings, operational efficiencies, and economies of scale
Maximize shareholder value through strategic exits and optimal transaction structuring
Our M&A Services
- Buy-side and sell-side advisory
- Strategic partnerships and joint ventures
- Cross-border transactions
- Divestiture and carve-out advisory
- Post-merger integration support
M&A Transaction Process

Target ID
Identify and evaluate potential targets

Valuation
Comprehensive valuation and modeling

Due Diligence
Thorough financial and strategic review

Execution
Negotiation, documentation, and closing
Transaction Types
- Strategic acquisition planning
- Target identification and screening
- Valuation and financial modeling
- Negotiation and deal structuring
- Integration planning support
- Exit strategy development
- Business preparation and positioning
- Buyer identification and outreach
- Auction process management
- Value maximization strategies
Valuation & Fairness Opinions
Professional valuation services for various corporate purposes including fundraising, M&A transactions, regulatory compliance, and strategic decision-making
Why Professional Valuation?
Determine fair market value for informed decision-making in transactions and negotiations
Meet regulatory requirements for various corporate actions and statutory compliances
Support strategic initiatives with comprehensive business and asset valuations
Identify and quantify business risks through detailed valuation analysis
Our Valuation Services
- Business and enterprise valuations
- ESOP and share-based valuations
- Fairness opinions for transactions
- Intangible asset valuations
- Financial reporting valuations
Valuation Methodologies
Market Approach
Comparable company analysis and precedent transactions
• Trading Multiples
• Transaction Multiples
• Market Benchmarking
Asset Approach
Net asset value and replacement cost methodologies
• Book Value Adjustments
• Liquidation Value
• Replacement Cost
Valuation Purposes
- M&A transaction valuations
- Fundraising and investment rounds
- Joint venture formations
- Spin-offs and divestitures
- Business transformation and restructuring
- Turnaround and crisis management
- Portfolio optimization and consolidation
- Succession planning and governance
- Strategic planning and execution
Strategic & Turnaround Advisory
Comprehensive strategic advisory services to help businesses navigate complex challenges, optimize operations, and achieve sustainable growth through transformation initiatives
Why Strategic Advisory?
Navigate complex business transformations and organizational restructuring initiatives
Identify operational inefficiencies and implement strategies to improve performance
Develop and execute turnaround strategies for distressed businesses
Plan and execute leadership transitions and ownership succession strategies
Our Strategic Services
- Business transformation & restructuring
- Turnaround and crisis management
- Portfolio optimization & consolidation
- Succession planning and governance
- Strategic planning and execution
Strategic Advisory Process

Strategy
Develop tailored strategic and operational improvement plans

Implementation
Execute transformation initiatives with stakeholder alignment

Monitoring
Track progress and adjust strategies for optimal outcomes
Strategic Advisory Areas
- Operational restructuring and optimization
- Financial restructuring and debt management
- Business model transformation
- Digital transformation initiatives
- Cost optimization and efficiency programs
- Corporate governance enhancement
- Succession planning and leadership transition
- Strategic planning and roadmap development
- Risk management and compliance
- Performance management systems
SME IPO & Listing Advisory
Comprehensive SME IPO services to help small and medium enterprises access public capital markets through BSE SME and NSE Emerge platforms
Why Choose SME IPO?
Raise funds from public investors with lower compliance requirements compared to main board
Listed status improves brand visibility and credibility with customers, suppliers, and lenders
Provides exit opportunities for existing investors and liquidity for promoters
Fund expansion plans, working capital requirements, and strategic initiatives
Our SME IPO Services
- SME platform listing on BSE & NSE
- End-to-end IPO process management
- Regulatory compliance & documentation
- Post-listing compliance support
- Investor relations and market making
SME IPO Process

Documentation
DRHP preparation, legal documentation, and regulatory filings

Marketing & Roadshow
Investor presentations, roadshows, and price discovery

Listing & Beyond
Issue closure, allotment, listing, and ongoing compliance
SME IPO Eligibility Criteria
- Post-issue paid-up capital: ₹1-25 Cr
- Minimum 3 years of operations
- Positive cash accruals in 2 out of 3 years
- Minimum issue size: ₹50 Lakhs
- Post-issue paid-up capital: ₹1-25 Cr
- Minimum 3 years of operations
- Positive operating cash flow in 2 out of 3 years
- Minimum issue size: ₹50 Lakhs
Our Portfolio
We have successfully advised and supported diverse companies across multiple sectors, helping them achieve their strategic and financial objectives through tailored solutions.

Farm Connect
Management Buyout
Our latest ideas & expertise

Automobile

Education

Healthcare

ITES

Information Technology

Manufacturing

Retail

Telecom

Energy
There’s no perfect time, but we analyse market cycles & sector trends, internal readiness (financials, governance, GTM), investor appetite & valuation benchmarks and strategic objectives (growth vs. liquidity vs. defensibility). We then recommend a stage-aligned roadmap: raise, scale, pivot, consolidate, or prepare for exit.
It depends. We evaluate cash needs vs. risk appetite, valuation achievable vs. dilution impact, stakeholder alignment (founders, early investors) and sector-specific success paths (e.g., D2C may IPO early, SaaS may stay private longer). We help clients model multi-path outcomes, not force-fit one route.
We do not represent both sides in the same deal. In dual mandates (e.g., multiple clients in the same sector), we maintain firewalled teams, disclose upfront if there's potential overlap and avoid double-dipping or biased outcomes. Integrity drives repeat mandates.
We work on transparent milestone-linked scopes and assign a dedicated advisor as your lead contact. We also share periodic deal pipeline reports and offer brutal honesty when needed, not just what founders want to hear. Our long-term clients value our alignment more than just outcomes.
We offer Real-time market feedback and investor insight, structural optimization (cap table, term sheets, compliance), emotional support during high-stress decision points and better outcomes, not just deals closed, but deals done right. We're strategic operators with a dealmaker mindset.
No, and any firm that does is selling false promises. We guarantee honest market readiness assessment, strategic positioning and deal packaging, high-quality outreach and disciplined execution and maximizing your chances without burning relationships or options.












