Startup Fundraising Advisory & CA Services for Startups in Bangalore
The CA & CS firm Bangalore startups call when they are preparing to raise. Advisorate specialises in preparing startups for equity fundraising: valuation reports, financial models, pitch decks, SHA and SSA documentation, cap table management, and ESOP structuring.
- 50+ startups advised | 30+ equity rounds supported | 9+ years in Bangalore
- CA & CS-led investor documentation for angel, seed, and Series A rounds
- Accounting, tax, and compliance services for startups and SMEs across India
The core work Advisorate handles for startups and growing businesses
The homepage already introduces our broader service categories. This section explains the specific situations founders bring to us most often.
Startup fundraising advisory
Valuation reports, pitch decks, financial models, SHA and SSA documentation, cap table management, ESOP structuring, and FEMA compliance for equity rounds. This is the work we are most known for and where most client relationships begin.
Learn moreAccounting and bookkeeping
Monthly accounting, bank reconciliation, financial statement preparation, and payroll processing for startups and growing businesses. Clean books are a prerequisite for investor due diligence.
Learn moreBusiness documentation and setup
Private Limited Company setup, LLP formation, and business structure advisory for founders preparing to raise equity and needing the right corporate structure.
Learn moreTax and GST advisory
GST compliance, income tax advisory, TDS management, and tax planning for startups at every stage, including the complexity that comes after funding.
Included in advisory scopeLegal and regulatory compliance
MCA annual filings, board meeting documentation, shareholder resolutions, and post-round allotment filings after a startup closes an equity round.
Included in advisory scopeComprehensive Business Services
Certification-safe support for India business registration assistance, accounting operations, and startup readiness.
Our Service Categories
Startup Advisory & Fundraising
From valuation support to term sheets, due diligence and cap table management, we help startups prepare for equity investment discussions with confidence.
Specific support under this category:
Startup Fundraising Advisory
The complete investor documentation package for equity rounds at angel, seed, and Series A stage.
View serviceStartup Fundraising Consultant in Bangalore
Local ecosystem context, what Bangalore investors look for, and how we support founders across the city's startup corridors.
View serviceStartup Valuation Services
FEMA-compliant valuation reports using DCF, Comparable Transactions, and Scorecard methods.
View servicePitch Deck Preparation
Pitch decks structured around what Indian investors evaluate, with financial figures drawn from the model.
View serviceFinancial Modelling and Projections
Three to five year financial models with P&L, balance sheet, cash flow, unit economics, and scenario analysis.
View serviceSHA and SSA Documentation
Shareholder and subscription agreements with founder-protective provisions.
View serviceTerm Sheet Review and Preparation
Clause-by-clause review of investor-issued term sheets and founder-side term sheet preparation.
View serviceCap Table Management
Cap table audit, cleanup, ongoing maintenance, and post-round dilution simulations.
View serviceESOP Design and Management
ESOP scheme design, board and shareholder resolutions, MCA compliance, vesting setup, and taxation guidance.
View serviceFinancial Due Diligence Support
Books preparation, data room organisation, and investor query support for the due diligence phase.
View serviceLegal Due Diligence Support
Pre-due-diligence review of corporate documents, IP assignments, employment agreements, and compliance history.
View serviceExit Strategy Consulting
Structuring governance and shareholder rights with exit in mind from the beginning of the investor journey.
View serviceStartup Advisory & Fundraising
From valuation support to term sheets, due diligence and cap table management, we help startups prepare for equity investment discussions with confidence.
Specific support under this category:
Startup Fundraising Advisory
The complete investor documentation package for equity rounds at angel, seed, and Series A stage.
View serviceStartup Fundraising Consultant in Bangalore
Local ecosystem context, what Bangalore investors look for, and how we support founders across the city's startup corridors.
View serviceStartup Valuation Services
FEMA-compliant valuation reports using DCF, Comparable Transactions, and Scorecard methods.
View servicePitch Deck Preparation
Pitch decks structured around what Indian investors evaluate, with financial figures drawn from the model.
View serviceFinancial Modelling and Projections
Three to five year financial models with P&L, balance sheet, cash flow, unit economics, and scenario analysis.
View serviceSHA and SSA Documentation
Shareholder and subscription agreements with founder-protective provisions.
View serviceTerm Sheet Review and Preparation
Clause-by-clause review of investor-issued term sheets and founder-side term sheet preparation.
View serviceCap Table Management
Cap table audit, cleanup, ongoing maintenance, and post-round dilution simulations.
View serviceESOP Design and Management
ESOP scheme design, board and shareholder resolutions, MCA compliance, vesting setup, and taxation guidance.
View serviceFinancial Due Diligence Support
Books preparation, data room organisation, and investor query support for the due diligence phase.
View serviceLegal Due Diligence Support
Pre-due-diligence review of corporate documents, IP assignments, employment agreements, and compliance history.
View serviceExit Strategy Consulting
Structuring governance and shareholder rights with exit in mind from the beginning of the investor journey.
View serviceA Bangalore CA & CS firm operating where compliance meets investor readiness
Advisorate Private Limited was founded in 2020 and is headquartered in Bangalore, Karnataka. We provide CA and CS-led services to startups and growing businesses across India.
Over nine years in Bangalore's startup ecosystem and more than thirty equity rounds supported, our work sits at the intersection of regulatory compliance and investor readiness: documents that need to be both compelling to investors and correct under Indian law.
We understand that founders face operational pressure while preparing to raise, scale, or stay compliant. From company records and accounting to valuation reports, pitch decks, SHA/SSA documentation, cap table management, and ESOP structuring, Advisorate helps keep the business documentation layer organised.
CA & CS-led work
Qualified professionals handling investor and compliance documentation.
30+ equity rounds supported
Experience across angel, seed, and Series A preparation.
Ready to speak with our team?
Whether you are preparing for your first equity round, managing the compliance obligations of a funded startup, or running an established business that needs reliable accounting and tax support, we can review your situation and tell you honestly what we can help with.
Why founders choose Advisorate over a generalist CA firm or a non-CA consultant
A generalist CA firm may handle compliance, while a non-CA consultant may handle storytelling. Advisorate brings the investor story and regulatory documents into one coordinated engagement.
Generalist CA firms
A generalist CA firm handles accounting, tax, and compliance well, but often does not prepare equity fundraising valuation reports, investor-grade financial models, ESOP schemes, or SHA and SSA documentation.
Non-CA fundraising consultants
A non-CA consultant may prepare a pitch deck and outreach strategy, but cannot produce a FEMA-compliant valuation report, post-round MCA filings, or take professional responsibility for investor financial records.
Advisorate
The valuation report, financial model, pitch deck numbers, SHA, SSA, and post-round filings are produced by one CA and CS-led team from the same documentation.
FEMA-compliant valuation report (CA-signed)
- Generalist CA firm
- Sometimes
- Non-CA consultant
- No
- Advisorate
- Yes
Financial model and projections
- Generalist CA firm
- Limited
- Non-CA consultant
- Yes
- Advisorate
- Yes
Pitch deck preparation
- Generalist CA firm
- No
- Non-CA consultant
- Yes
- Advisorate
- Yes
SHA and SSA documentation (CS-prepared)
- Generalist CA firm
- Sometimes
- Non-CA consultant
- No
- Advisorate
- Yes
Post-round MCA filings (PAS-3, MGT-14, SH-7)
- Generalist CA firm
- Yes
- Non-CA consultant
- No
- Advisorate
- Yes
ESOP scheme design and MCA compliance
- Generalist CA firm
- Sometimes
- Non-CA consultant
- No
- Advisorate
- Yes
Monthly accounting and GST compliance
- Generalist CA firm
- Yes
- Non-CA consultant
- No
- Advisorate
- Yes
Virtual CFO and investor reporting
- Generalist CA firm
- Sometimes
- Non-CA consultant
- No
- Advisorate
- Yes
Services structured around your stage
This belongs after the service overview because visitors first need to understand what we do, then see which path applies to them.
Founders preparing for their first equity round
You have traction, early investor conversations, and now need a valuation report, pitch deck, clean cap table, and SHA before a serious investor will commit. We run a readiness assessment and prepare the complete documentation package.
Growth-stage startups preparing a follow-on round
You have closed seed or pre-Series A and now need audited financials, a detailed data room, clean cap table history, ESOP compliance, and a more thoroughly negotiated SHA for Series A standards.
Post-funding startups needing ongoing finance and compliance
You have investor reporting obligations, MCA deadlines, GST filings, a growing payroll, and ESOP administration to manage. Our accounting, Virtual CFO, tax, and compliance support handles that operating layer.
Getting Started with Advisorate
Our straightforward process ensures that your business gets exactly the services it needs without unnecessary complexity.
Free Business Consultation
Every new client relationship begins with a comprehensive consultation where we assess your specific business requirements and recommend the most suitable service package. This consultation helps us understand your business goals, compliance needs, and growth plans.
Customized Service Packages
Based on your consultation, we develop customized service packages that address your immediate needs while providing scalability for future growth. Our packages are designed to be cost-effective and comprehensive, ensuring you get maximum value.
Dedicated Relationship Management
Once engaged, you'll be assigned a dedicated relationship manager who serves as your single point of contact for all services. This ensures consistent communication, faster response times, and better service quality.
Ongoing Support & Advisory
Our relationship doesn't end with service delivery. We provide ongoing support, proactive compliance reminders, and strategic advisory services to help your business grow while maintaining regulatory compliance.