Investment Readiness for Businesses Raising Capital — Cleaned. Documented. Presented.
Preparation of the financial house before investors look at it — clean accounts, a documented cap table, defensible projections and an organised data room.
Book Free ConsultationInvestors decline for commercial reasons, but they delay and discount for administrative ones. Accounts that do not reconcile, a cap table nobody can produce, and a founder loan with no documentation all slow a process down and weaken the position of the business raising.
At N D Savla & Associates, we prepare businesses in Nashik and across Maharashtra for that scrutiny, working through the financial, compliance and documentation position before the process opens.
The best time for this work is well before a term sheet. Once diligence begins, every issue found is a negotiating point; the same issue resolved six months earlier is simply not a topic of conversation.
Our Investment Readiness Services
Financial Hygiene Review
Review and correction of the accounts, reconciliations and reporting.
Compliance Clean-Up
Identification and closure of pending statutory and registrar filings.
Cap Table Review
Verification of the shareholding record against the filings and agreements.
Related Party Documentation
Documentation of founder loans and related party arrangements.
Projection Preparation
Projections built from drivers, with assumptions set out for investors.
Data Room Preparation
Assembly and indexing of the documents investors will request.
Diligence Rehearsal
Anticipation of the questions diligence will raise and preparation of answers.
Transaction Support
Support through the process including diligence queries and closing.
Our Readiness Process
Readiness Assessment
The financial, compliance and documentation position is assessed against what investors examine.
Gap Closure
Accounts are corrected, pending filings are closed and gaps in documentation are filled.
Cap Table and Records
The shareholding record is verified and reconciled with the filings.
Projection and Data Room
Projections are built and the data room is assembled and indexed.
Process Support
Diligence queries are handled through to closing.
Why It Matters
Frequently Asked Questions
Planning to raise?
Start before the term sheet — tell us where you are and we’ll tell you what investors will find.
