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Advisorate is a private CA/CS consultancy and is not affiliated with any government body. Business registration services may be accessed directly through MCA (mca.gov.in). We charge a professional fee only for advisory, document preparation, and filing assistance.

Full notice

Advisorate Private Limited (CIN: U74999JH2020PTC014906) is a PRIVATE CA/CS professional consultancy firm. We are NOT a government agency, NOT affiliated with any government department, and do NOT directly issue any business registrations, certificates, identifiers, or approvals. Business registration outcomes are issued exclusively by MCA/ROC through MCA (mca.gov.in) and are subject to independent review, timelines, fees, and approval decisions. You can apply directly through mca.gov.in without paying Advisorate's professional fees. Our fees cover professional consultation, document preparation, and filing assistance only, and are entirely separate from any government/statutory fees payable.

Official portals for direct applications:

MCA (mca.gov.in)
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Startup Fundraising Advisory · Bangalore

Startup Fundraising Advisory in Bangalore | CA & CS-Led Investor Readiness

Get your startup investor-ready, with a CA & CS team that has done it 30+ times

From valuation reports to SHA and SSA documentation, pitch decks to ESOP planning, Advisorate helps Bangalore startups prepare for angel, seed, and Series A conversations with documentation that is both compelling to investors and compliant with FEMA, RBI, and corporate regulations.

Book a free fundraising consultationSee all services

At a glance

50+ startups advised
30+ equity rounds supported
CA & CS-led documentation
Bangalore and pan-India support

Explore services below

Advisorate provides professional advisory and documentation support only. We do not facilitate investor introductions as a primary service and do not promise or imply fundraising outcomes. All investment decisions are made independently by investors.

01

Valuation

FEMA, Rule 11UA, ESOP, and investor-grade pricing support.

02

Financial model

Projection-backed numbers that match the deck and valuation.

03

Legal documents

SHA, SSA, term sheet, board approvals, and closing records.

04

Data room

Financial and legal readiness before investor diligence begins.

Why CA & CS-Led

Fundraising advisory that goes beyond the pitch deck

Most founders focus on the pitch deck because it gets the meeting. Serious investors look deeper before writing a cheque: valuation methodology, cap table accuracy, FEMA documentation, board composition, ESOP structure, and whether the financial projections survive questioning.

FEMA & RBI compliant valuation documentation

Valuation reports prepared under Rule 11UA and DCF methodology where required, signed by a registered Chartered Accountant.

SHA, SSA & term sheet documentation

Legally sound agreements prepared by Company Secretary professionals with startup equity transaction experience.

Financial models built for due diligence

Financial projections that are internally consistent, assumption-backed, and structured for investor review.

ESOP and secondary transfer compliance

Valuation and documentation support for ESOP pricing, Section 50CA, and post-round corporate records.

What We Prepare

The investor documentation founders should have before serious conversations

This keeps the first investor meeting, diligence review, valuation discussion, and closing process aligned instead of becoming separate workstreams.

CA-signed valuation report compliant with Rule 11UA and applicable FEMA provisions.

Financial model and pitch deck built from the same assumptions and numbers.

Clean cap table, ESOP pool view, and post-money dilution modelling.

SHA, SSA, term sheet, board approvals, and closing documentation support.

Financial and legal due diligence readiness before investor scrutiny begins.

Post-round MCA and foreign investment filing support where applicable.

Fundraising Services

Everything a startup needs to prepare for equity fundraising

Choose the individual service you need, or work with us on the full investor-readiness package.

Startup Valuation Services

CA-signed valuation reports for FEMA, ESOP pricing, secondary transfers, and investor documentation.

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Fundraising Strategy Consulting

Round size, valuation range, investor type, timing, milestones, and realistic dilution planning.

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Pitch Deck Preparation

Investor-ready narrative with problem, solution, traction, market, team, financials, and use of funds.

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Financial Modelling & Projections

Three to five year models with P&L, balance sheet, cash flow, unit economics, and scenario analysis.

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SHA & SSA Documentation

Founder-protective shareholder and subscription agreements covering rights, obligations, and exits.

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Term Sheet Review & Preparation

Clause-by-clause review of investor term sheets before terms are locked into SHA/SSA documents.

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Cap Table Management

Cap table audit, MCA reconciliation, ESOP pool impact, and post-round dilution simulations.

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ESOP Design & Management

Pool sizing, vesting, exercise pricing, resolutions, compliance, and employee tax guidance.

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Financial Due Diligence Support

Books preparation, data room organisation, reconciliation, and investor query support.

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Legal Due Diligence Support

Corporate records, IP assignment, employment agreements, material contracts, and compliance history.

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Investor Networking

Investor outreach readiness, targeted investor mapping, CRM setup, and best-effort introductions.

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Exit Strategy Consulting

Exit-friendly governance, liquidation preference planning, transfer rights, and exit readiness.

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Process

How Advisorate takes you from unprepared to investor-ready

Founders who close rounds fastest usually complete documentation work before approaching investors, not after receiving a term sheet.

1
Week 1 to 2

Readiness assessment and gap analysis

We review corporate documents, financial statements, cap table, MCA filing history, and compliance status, then identify what must be fixed before investor-facing work begins.

2
Week 2 to 4

Valuation report and financial model

The valuation and model are prepared together so the DCF, projections, and investor story use one consistent quantitative base.

3
Week 3 to 5

Pitch deck and investor materials

We prepare the deck and executive summary, with financial figures drawn directly from the model, and structure the data room for due diligence.

4
Week 4 to 6

Cap table cleanup and ESOP structuring

We reconcile ownership records, structure the ESOP pool if needed, and model founder and investor ownership across funding scenarios.

5
Week 6 to 10

Investor conversations and query support

You lead investor conversations while we support valuation, FEMA, ESOP, due diligence, and documentation questions as they arise.

6
Week 10 to 14

Term sheet, SHA, SSA, and closing

We review term sheets, prepare SHA/SSA documents, support approvals, and coordinate closing documentation such as PAS-3, MGT-14, and SH-7 where applicable.

Advisorate vs General Consultants

What a CA & CS-qualified team can do that a general consultant cannot

CapabilityAdvisorateGeneral consultant
Valuation report prepared and signed by a registered CAYesNo
FEMA-compliant documentation for foreign investor roundsYesNo
Pitch deck preparationYesYes
Financial model and projectionsYesLimited
SHA and SSA documentation prepared by a CS professionalYesNo
Secondary transfer, ESOP pricing, and FEMA valuation complianceYesNo
Post-round MCA filing supportYesNo
ESOP scheme design, documentation, and MCA complianceYesNo
Ongoing post-round compliance managementYesNo
FAQ

Common questions about startup fundraising preparation

What documentation does a startup need before approaching investors for an angel or seed round in India?
Most startups need the following prepared before meaningful investor conversations can progress: a CA-signed valuation report compliant with Rule 11UA and applicable FEMA provisions if foreign investors are involved, a pitch deck grounded in real financial data, three to five year financial projections, a clean and reconciled cap table, draft SHA and SSA documentation, and a board resolution supporting the proposed equity structure and allotment. DPIIT recognition is not legally mandatory for every round but provides access to Section 80-IAC tax benefits, government startup schemes, and compliance credibility with institutional investors, we strongly recommend pursuing it before your first round. Note that Angel Tax under Section 56(2)(viib) was abolished from 1 April 2025 and no longer applies to new fundraises from FY 2025-26 onwards. Learn more about our valuation documentation service and SHA and SSA preparation.
What is the difference between pre-seed, seed, and Series A fundraising in India?
These terms describe stage, check size, investor type, and the level of documentation investors expect, and they matter for how you prepare.
How long does it typically take to become investor-ready?
With complete and prompt input from founders, most startups can have their full investor documentation package ready within three to four weeks, valuation report five to seven working days, financial model five to seven working days, pitch deck five to seven working days, cap table and SHA and SSA seven to ten working days, with several workstreams running in parallel. Startups with historical accounting issues, unresolved cap table discrepancies, or books not properly maintained may take longer, as underlying records need to be cleaned up before documentation work can begin. Learn about our accounting and bookkeeping services if your records need attention first.
What does a startup valuation report cost in India?
A valuation report prepared by a registered CA, compliant with Rule 11UA and applicable FEMA provisions, typically ranges from ₹15,000 to ₹50,000 depending on business complexity, company stage, and methodology required. Early-stage companies often use the Scorecard or Berkus method alongside a simplified DCF, which is at the lower end. Growth-stage companies with developed revenue require full DCF modelling and Comparable Transactions analysis, which is at the higher end. Contact us for a specific discussion based on your situation.
What is the difference between a Shareholder Agreement and a Share Subscription Agreement?
A Share Subscription Agreement is the transaction document, the legal contract through which an investor subscribes to newly issued shares. It covers the number of shares, price per share, payment mechanics, conditions before closing, and representations and warranties from the company. It governs the deal transaction itself.
Was Angel Tax abolished? What does this mean for my fundraise?
Yes. Section 56(2)(viib) of the Income Tax Act, the Angel Tax provision, was abolished by the Finance Act, 2024, with effect from 1 April 2025. For any equity fundraise from FY 2025-26 onwards, Angel Tax does not apply. You can raise from Indian resident investors at any premium above Fair Market Value without Angel Tax liability.
Do I need a CA for fundraising or can I use a lawyer?
You need both, and they serve different purposes. A Chartered Accountant is required to produce a FEMA-compliant valuation report, prepare your financial statements, build the financial model underpinning your projections, and handle post-round MCA filing compliance. A Company Secretary or lawyer is required for the SHA, SSA, term sheet, and corporate resolutions that accompany an equity round. Neither can replace the other.
Common Adjacent Support

Other services founders commonly need alongside fundraising

Private Limited Company structure

Investors in India almost exclusively work with Private Limited Companies. If you are operating as an LLP, OPC, or proprietorship, restructuring should happen before fundraising begins.

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Startup India / DPIIT recognition

DPIIT recognition can support Section 80-IAC benefits, scheme access, and investor confidence. We discuss this during fundraising readiness where relevant.

Included in advisory scope

Accounting and bookkeeping

Investors expect clean financial records. Accounting gaps should be fixed before due diligence begins, not after investor questions arrive.

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Virtual CFO support

After a round closes, investors often expect monthly MIS, board packs, budget-versus-actual tracking, and structured cash reporting.

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Ready to start preparing for your next round?

Book a free thirty-minute consultation with our team. We will review your corporate structure, financial records, compliance status, cap table, and fundraising goals, then tell you what needs attention before you approach investors.

Book your free consultation