Free tool: Equity dilution calculator — See founder dilution, price per share and the option-pool shuffle for your next round.
What’s covered
- Investor-grade financial model — driver-based, with scenarios investors can stress-test themselves.
- Pitch-deck financials — the numbers slide, use of funds and milestones that tie back to the model.
- Cap table and dilution modelling — ESOP pool sizing, SAFEs/CCDs/CCPS conversion and pro-forma ownership.
- Data room structuring — legal, financial, tax and regulatory folders organised the way diligence teams expect.
- Due-diligence management — query trackers, document requests and responses handled with you.
- Term-sheet review and closing — economics and control terms, CP/CS checklists, and post-closing FEMA filings such as FC-GPR.
How it works
01
Readiness
Gap review of books, compliance and corporate records — fixed before investors find them.
02
Materials
Model, cap table, deck financials and a structured data room.
03
Close
Diligence, term-sheet negotiation support, closing and regulatory filings.
Raising from foreign investors? Share allotments to non-residents must follow FEMA pricing guidelines and be reported on RBI’s FIRMS portal within 30 days. Planning this before closing avoids late-submission fees and delays. See FEMA / RBI compliance.
Track record
As Finance Head / Virtual CFO at Stimuler, Durgesh led and closed a USD 3.75M Pre-Series A end-to-end — from narrative and model to data room, diligence and closing compliance.
USD 3.75MPre-Series A led and closed end-to-end for an AI EdTech startup
5+ yearsacross audit, tax, FEMA and startup finance
₹5,000 Cr+PSU bank audit portfolio handled early in career
Frequently asked questions
When should a startup start preparing for fundraising?
Ideally three to six months before you start investor conversations — enough time to clean up books and compliance, build the model and set up the data room.
What goes into a startup data room?
Typically corporate documents, cap table and past agreements, financial statements and MIS, the financial model, tax and GST filings, FEMA/RBI filings for any foreign investment, key contracts, IP assignments and employee/ESOP records.
Do you help with SAFE notes and convertible instruments?
Yes — including modelling conversion into equity and, for Indian companies, the FEMA and Companies Act requirements that apply to the instrument chosen.
Can you help after the round closes?
Yes. Post-closing work includes allotment, FC-GPR reporting, updated cap table and setting up investor reporting.