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Fundraising Strategy Consulting Services

Raising funds is a critical milestone for any business, whether a startup or an established enterprise. At Advisorate, we specialize in Fundraising Strategy Consulting, guiding businesses through various fundraising options, structuring investment deals, and ensuring regulatory compliance.

Our services are designed to help you secure the right investment while maintaining strategic control over your business.

Why Choose Our Fundraising Strategy Consulting?

  • Tailored Strategies – Every business is unique. We design fundraising strategies that align with your industry, growth stage, and long-term goals.
  • Diverse Funding Options – We advise on multiple financing routes, including private equity, venture capital, angel investment, debt financing, CCDs, CCPS, and crowdfunding.
  • Regulatory Compliance – We ensure all fundraising activities comply with the Companies Act, FEMA, SEBI regulations, and taxation laws.
  • Investor Readiness – From refining your business model to preparing a compelling pitch deck, we make your business investor-ready.
  • Valuation & Term Sheet Negotiation – We assist in business valuation, structuring term sheets, and negotiating investor agreements.

Key Fundraising Methods We Support

1. Private Equity & Venture Capital Funding

  • End-to-end support for PE & VC funding rounds.
  • Preparation of financial models and due diligence.
  • Investor outreach & term sheet negotiation.

2. Compulsorily Convertible Debentures (CCDs) & Compulsorily Convertible Preference Shares (CCPS)

  • Structuring CCDs and CCPS to avoid excessive equity dilution.
  • Ensuring compliance with RBI & FEMA regulations.
  • Drafting and filing of agreements with the ROC & MCA.

3. Debt Financing & Bank Loans

  • Assistance in securing term loans, working capital loans, and venture debt.
  • Documentation and compliance with RBI & Banking norms.

4. Crowdfunding & Angel Investment

  • Structuring equity-based and reward-based crowdfunding campaigns.
  • Compliance with SEBI's Alternative Investment Fund (AIF) regulations.

5. Foreign Direct Investment (FDI) Compliance

  • Filing of FCGPR, FCTRS, and FLA returns under FEMA.
  • Ensuring compliance with automatic and approval route investments.

Key Documents & Compliance Requirements

Shareholders Agreement (SHA) & Investment Agreement
Term Sheet Drafting & Negotiation
ROC Filings – PAS-3, MGT-14 for Private Placements
FEMA & RBI Compliance Filings for Foreign Investments
SEBI Guidelines Adherence for Listed Companies

Our Fundraising Strategy Services

  • Experienced Advisors – Our team has worked with over 100+ startups across multiple industries.
  • End-to-End Support – From strategy to execution, we manage the entire fundraising process.
  • Compliance Assurance – We ensure seamless adherence to legal and regulatory frameworks.
  • Investor Network – Access to a wide network of angel investors, VCs, and private equity firms.
  • Strategic Guidance – Expert advice on funding options best suited for your growth stage.
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Frequently Asked Questions

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Expert assistance with foreign investment compliance, including FCGPR, FCTRS, and FLA returns.

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