Institutional Equity Advisory & Deal Structuring

Private Equity & Venture CapitalAngel Syndicates, Seed VC & Growth Stage Capital

Strategic transaction advisory for high-growth tech ventures and established mid-market enterprises raising **₹1 Crore to ₹100 Crore+**. From **financial modeling, DCF valuation, and institutional pitch decks** to **Term Sheet negotiations, SHA drafting, and vendor due diligence**, D BIZ CONSULTANCY guides founders through every step of institutional equity rounds in Kerala and across India.

₹1Cr – ₹100Cr+
Round Sizes Advised
Rule 11UA
Certified DCF Valuation
100+
Investor Syndicates
Full VDR
Due Diligence Audit

End-to-End Equity Mandate

  • Valuation Defense: Certified DCF and Net Asset Value models under Rule 11UA and IBBI valuer standards.
  • Term Sheet Protection: Eliminating onerous liquidation hurdles, extreme drag-alongs, and adverse ratchets.
  • Cap Table Clean-up: Restructuring founder equity, ESOP pools, and prior convertible notes for institutional entry.
  • Due Diligence Closing: Zero-surprise financial and legal audits to expedite final wire transfer.
Transaction Offices
Kochi Corporate HubSeaport-Airport Rd
Trivandrum Capital DeskVazhuthacaud
Capital Lifecycle

Equity Funding Stages: From Angel Rounds to Private Equity

Understand ticket sizes, target traction benchmarks, typical investment instruments, and investor expectations across each stage.

Pre-Seed & Seed Stage₹25 Lakhs – ₹3 Crore

Angel & Syndicate Networks

Typical Instruments: iSAFE Notes, Compulsorily Convertible Preference Shares (CCPS)
Traction Expectation: Functional MVP, initial pilot users, high team pedigree, and clear problem validation.
Prominent Ecosystem Players: Kerala Angel Network (KAN), Indian Angel Network (IAN), Mumbai Angels, Lead Angels, Inflection Point Ventures.
Seed to Pre-Series A₹3 Crore – ₹15 Crore ($500K – $2M)

Early-Stage Venture Capital (VC)

Typical Instruments: CCPS with liquidation preference and anti-dilution rights
Traction Expectation: Monthly Recurring Revenue (MRR) of ₹10L–₹50L, proven product-market fit (PMF), unit economics clarity.
Prominent Ecosystem Players: Blume Ventures, India Quotient, Speciale Invest, 100X.VC, 3one4 Capital, KSUM Fund-of-Funds partners.
Series A & Series B₹15 Crore – ₹75 Crore ($2M – $10M+)

Growth Venture Capital (Series A/B)

Typical Instruments: Preferred Equity, Series A CCPS, Senior Governance rights
Traction Expectation: Annual Recurring Revenue (ARR) of ₹10 Cr+, strong retention cohorts, nationwide or international expansion.
Prominent Ecosystem Players: Peak XV Partners (Sequoia), Elevation Capital, Accel India, Matrix Partners, Chiratae Ventures.
Mid-Market, Growth & Pre-IPO₹50 Crore – ₹500 Crore+

Private Equity (PE Growth & Buyout)

Typical Instruments: Equity Shares, Convertible Debentures (CCD), Structured Mezzanine Debt
Traction Expectation: EBITDA positive (₹10 Cr+), established brand presence, profitable cash flows, clear 3-5 year IPO path.
Prominent Ecosystem Players: ChrysCapital, Multiples PE, Everstone Capital, Kedaara Capital, True North, TVS Capital.

How D BIZ Prepares You for Institutional Investors

Venture capital and private equity deals fail when legal and financial governance falls short. We build an institutional foundation that instills investor confidence.

Financial Modeling & Valuation (DCF / Rule 11UA)

Developing robust 5-year dynamic financial projections, cohort retention models, and statutory valuation reports issued by SEBI Registered Merchant Bankers and IBBI Valuers.

Institutional Pitch Decks & Confidential Information Memos (CIM)

Transforming complex business models into visually compelling, data-backed 15-slide institutional pitch decks and comprehensive 30-page investment memorandums.

Term Sheet & Shareholders Agreement (SHA) Negotiation

Protecting founder equity: negotiating pre/post-money valuation, 1x non-participating liquidation preference, board representation, anti-dilution, and ROFR clauses.

Vendor Due Diligence & Virtual Data Room (VDR)

Pre-empting investor red flags by conducting comprehensive Financial, Tax, and ROC legal due diligence, and structuring an organized Virtual Data Room.

Investor Audit Readiness

The 10-Point Venture Capital Due Diligence Audit

Before wiring capital, institutional investors commission independent accounting and law firms to examine your legal, financial, and tax records. We build your data room in advance to prevent valuation haircuts.

Audited Financial Statements (Last 3 Years) & Statutory Audit Reports
Cap Table with complete history of share allotments, ESOP pools & transfers
Statutory ROC Filings: MGT-7, AOC-4, DIR-12, and PAS-3 return of allotment
Charter Documents: MOA & AOA with investor-protective amendment clauses
Intellectual Property Ownership: Registered trademarks, patents & copyrights
Material Commercial Contracts: Key client Master Service Agreements (MSAs) & SLAs
Employment Agreements, Founder IP Assignment Undertakings & NDAs
Tax Compliance Track Record: Income tax assessments, TDS reconciliations & GST filings
Licenses & Regulatory Clearances: FSSAI, Trade License, K-SWIFT, RBI/NBFC permits
Corporate Secretarial Register of Members (MGT-1) and Minutes of Board Meetings
Frequently Asked Questions

Private Equity & Venture Capital FAQ

Clear answers regarding CCPS instruments, Rule 11UA valuation, term sheet rights, and due diligence.

Ready to Raise Your Institutional Equity Round?

Schedule a confidential consultation with our transaction advisory team in Kochi or Trivandrum. We review your traction, evaluate your valuation, and structure your round.