Our Services

Strategic. Independent. Global.

We partner with founders, boards, and CFOs across technology and fintech to deliver independent, high-impact advisory that aligns financial strategy with growth ambitions. Every engagement is research-driven, relationship-focused, and execution-oriented — helping you move from strategy to results with clarity and confidence.

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M&A Advisory

Maximizing value, minimizing friction.

We advise founders and investors on strategic exits, acquisitions, both on sell-side as well as buy-side mandates, across the technology and fintech ecosystem. Our approach combines rigorous analysis with deep industry relationships — ensuring every transaction is structured, negotiated, and executed to achieve optimal outcomes.
Our M&A services include:
• End-to-end process management — from outreach to closing
• Comprehensive valuation and deal positioning
• Market and buyer mapping — identifying the most strategic acquirers and partners
• Support through diligence, term sheet negotiation, and definitive agreements
• Coordination across legal, tax, and accounting advisors

Capital Raising Advisory

Connecting innovation with capital

We help emerging and growth-stage companies prepare to raise venture capital, growth equity, or strategic funding from our global network of institutional and strategic investors.

We assist with:
• Refining your investment narrative and financial model
• Preparing professional investor materials (deck, financials, data room)
• Shortlisting and approaching targeted investors across North America, India, APAC, and the Middle East
• Structuring and negotiating investment terms
• Supporting you through the close — until the funds reach your account

We act as your fundraising partner, not just a connector — helping you secure capital efficiently and strategically.

Valuation & Investor Readiness

Building credibility before you raise

Investors respond to clarity and preparedness. We work with founders and CFOs to build independent valuations, investor-grade financial models, and narratives that withstand due diligence.

Our work includes:
• Financial modeling and scenario analysis
• Independent valuation opinions (DCF, market, and transaction comps)
• Benchmarking against peers and market trends
• Refinement of pitch decks and investor presentations
• Coaching for investor Q&A and diligence readiness

Our goal: to ensure you are investor-ready, with insights and materials that inspire confidence.

Strategic Finance & Go-to-Market

Aligning numbers with strategy

We help early and mid-stage companies scale their finance functions, optimize capital allocation, and design go-to-market strategies that accelerate growth and international expansion.

Typical engagements include:
• Building scalable FP&A and reporting frameworks
• Designing capital plans and pricing strategies for new markets
• Evaluating unit economics and profitability
• Identifying market entry and partnership opportunities - E.g. US —> India or India —> US
• Aligning growth strategy with capital efficiency

Our founder-operator mindset allows us to work as an outsourced CFO or strategic partner, integrating finance and execution seamlessly.

Board-Level Advisory

Guidance that goes beyond numbers

For boards and leadership teams, we provide strategic oversight on governance, investor relations, and long-term decision-making.
Our independent, analytical approach helps boards stay focused on what drives enduring enterprise value.

Areas of support:
• Governance and capital allocation
• Board presentations and investor communications
• Exit readiness and strategic alternatives review
• Cross-border structure and compliance considerations

We help boards make informed, confident decisions that align stakeholders and drive sustainable value creation.