Advisory firms act as the bridge between businesses (seeking capital) and investors (seeking returns).

• Equity Funding (VC/PE): Preparing the company for Seed, Series A, or later rounds by refining the “Investment Readiness” of the business.
• Debt Funding: Assisting in securing bank loans, Letter of Credit (LC), or working capital limits by preparing Project Reports and CMA Data (Credit Monitoring Analysis).
• Grant Advisory: Helping startups or NGOs access government subsidies (like Startup India Seed Fund) or international grants by managing strict reporting and “usage of funds” certificates.

Term Sheet Negotiation: Advising clients on the fine print of investment offers, such as liquidation preference, voting rights, and anti-dilution clauses.