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IPO readiness & advisory
DRHP preparation, merchant banker coordination, and the 18-month roadmap to listing day — BSE SME, NSE Emerge, or mainboard. We run the calendar.
Capital raise, M&A, and AI-led financial intelligence for ambitious growth organizations. We bring model-grade rigor, institutional process, and AI agents embedded in the workflows that move the needle.
Every BalancePro engagement begins the moment a CFO or founder picks up the phone and says: "We need to be investor-ready." Here's the work that happens between that call and the term sheet.
DRHP preparation, merchant banker coordination, and the 18-month roadmap to listing day — BSE SME, NSE Emerge, or mainboard. We run the calendar.
From teaser to term sheet. Story, model, outreach, diligence support — Series A through growth equity. We walk you into the rooms where the right capital lives.
Sell-side and buy-side DD that survives institutional scrutiny. Quality-of-earnings, working capital, and the answers to the questions investors haven't asked yet.
DCF, comparables, precedent transactions — the full toolkit. Then we structure dilution, control, and downside protection so they stay where they should.
The pitch deck investors don't skim and the data room that closes diligence in weeks, not quarters. We build both, staff Q&A, and don't ghost on the close.
SEBI, ROC, board governance, related-party policies, ESOP frameworks. The unglamorous foundation investors check first and discount you for last.
Investors don't lose deals because the company is bad. They lose them because the diligence pack arrives late, the model is brittle, and the answers take three days. We use AI to compress every one of those bottlenecks.
Forecasts, scenarios, and sensitivity tests built on your actuals — not generic templates. Updates propagate instantly across every tab.
Every contract, MIS pack, and statutory filing parsed, classified, and indexed. Investors find what they need; you stop chasing PDFs.
An AI co-pilot trained on your data room answers investor questions in minutes. Our team reviews every response before it's sent.
Curated targeting against thesis fit, cheque size, sector focus, and recency. We open the right doors instead of spraying decks.
A 4-phase engagement that compresses 18 months of investor-readiness into a sequence you can actually run.
Two-week capital-readiness audit. We map gaps in financials, governance, legal, and narrative against what your target investor class scores on.
Financial model, business plan, data room, pitch deck. We co-author. You sign off. Nothing leaves the room half-baked.
Outreach to a curated list of PE/VC/strategic investors or merchant bankers, depending on path. We run the process. You meet the right rooms.
Diligence support, negotiation backup, definitive agreements. We're in the room when the term sheet is signed and at the closing dinner after.
We work with founder-led and family-led businesses between ₹50 Cr and ₹1,000 Cr revenue — the band where capital strategy starts mattering more than capital efficiency.
You've outgrown bootstrap. You've outgrown angel. The next round needs a model that doesn't crumble in diligence.
VC · GROWTH EQUITYSME platform listing, mainboard, or NSE Emerge. Governance, related-party untangling, and 18 months of narrative work.
BSE SME · NSE EMERGE · MAINBOARDEBITDA looks great. The story underneath needs institutional-grade rigor before a partner writes the cheque.
PRIVATE EQUITYM&A-ready packaging, buyer outreach, deal structuring. Maximise headline value, minimise post-close drama.
M&A · STRATEGIC SALEWhat we've learned across 120+ engagements — the financial, legal, governance, M&A, and AI-readiness checklists every SME needs before stepping into an investor or buyer meeting. The version we wish someone had given us in 2019.