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Playbooks
Deal support for startup investors
deal document vetting for startup investors
transaction advisory for startup investors

Transaction Advisory

In the past one year, we have completely transformed service delivery in our sector

Traction

Before you invest funds in a Startup, it's important to ensure that your rights and interests are sufficiently protected. We provide handholding throughout the deal making process to ensure a healthy long-term relationship with your investee startups.

Deal Structuring

  • Recommend instrument choice, rights stack, and control terms aligned to your risk appetite and return profile.

  • Draft/vet term sheets, SHA, SSA, SSHA, convertible notes, other instruments, and ensure enforceability and consistency across documents.

  • Secondary and exit structuring – advise on secondaries, buybacks, partial liquidity, including optimizing tax impact, documentation flow and approvals required.

  • Negotiation support – prepare negotiation positions, redlines, and trade-offs to reach closure without compromising critical protections.

Due Diligence

  • Define diligence scope, priority risk areas, and workplan based on stage, sector, and thesis.

  • Validate revenue, margins, burn, working capital, cohort/unit economics, and key accounting assumptions.

  • Check compliance with central & local laws and highlight key risk areas in major agreements

  • Evaluate market assumptions, GTM motion, pricing logic, and competitive positioning where required.

  • Summarize findings into a clear risk register with recommended mitigations, conditions and conditions precedents.

  • See our dedicated Due Diligence page here.

Other Support

  • Review or validate valuation of startups using multiple methodologies

  • Structuring advisory share issuance to investors

  • Special situations support – handle one-off needs (cap table clean-up, prior rights conflicts, ESOP implications, founder/shareholder issues).

Deliverables

What we deliver

Approach

How we deliver

Customized

Benefit from personalized guidance and recommendations based on your risk tolerance, financial objectives, and investment preferences.

Quick Turnaround

Dedicated startup advisory team, proven framework, and proprietary deliverables.

New-age Mindset

Our team comprises of CAs, MBAs, Lawyers and Finance Professionals having rich experience in dealing with Startups and Investors, giving you advise that aligns with industry norms. 

Uway Health
Clients

They trusted us, we delivered

Thinkerbell Labs
Polycycl
Dreamfly
Ikran
Vital Waste
PayAid
Kaamna
iTrust
Thinkerbell Labs
Polycycl
Dreamfly
Ikran
Vital Waste
PayAid
Kaamna
iTrust
SnapBizz
Slideoo
Global Garner
TruScholar
LearnYard Technologies
MoneyPlanned
CosIQ
SnapBizz
Slideoo
Global Garner
TruScholar
LearnYard Technologies
MoneyPlanned
CosIQ

Let's talk

Capital

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