Fund Raising Advisory Services in India

Access to appropriate capital is critical for business growth, expansion, acquisitions, working capital and long-term strategic development.

Businesses may require different forms of funding at different stages, including debt, equity, private equity, venture capital, strategic investment, project finance or pre-IPO capital.

EzyBiz India Consulting LLP provides Fund Raising Advisory Services in India to startups, SMEs, growing businesses, corporate groups and foreign-owned companies.

Our team assists clients with funding strategy, financial assessment, investor readiness, business planning, financial projections, transaction structuring, lender and investor coordination and commercial negotiations.

Our Fund Raising Advisory practice forms part of our broader Corporate Finance Advisory Services.

Our Fund Raising Advisory Services

Our assistance may cover both debt and equity funding depending upon the business requirement.

Equity Fund Raising

Equity funding involves raising capital from investors in exchange for an ownership interest in the business.

Potential investors may include:

• Angel Investors
• Venture Capital Funds
• Private Equity Funds
• Strategic Investors
• Family Offices
• Institutional Investors
• Corporate Investors
• Foreign Investors

We assist businesses in evaluating the appropriate investor profile, preparing financial information, structuring the transaction and coordinating the fundraising process.

Debt Fund Raising

Businesses may require debt for:

• working capital;
• business expansion;
• capital expenditure;
• acquisition;
• machinery;
• infrastructure;
• new projects; or
• refinancing.

Debt facilities may include:

• term loans;
• working capital finance;
• cash credit;
• overdrafts;
• project finance;
• machinery finance;
• trade finance;
• loan against property; and
• other business credit facilities.

Businesses requiring specialised long-term project funding can explore our Project Finance Advisory Services in India.

Startup Funding Advisory

Startups typically require different types of funding as they grow.

Funding stages may include:

• founder capital;
• seed funding;
• angel funding;
• venture capital;
• growth capital;
• strategic investment;
• private equity; and
• pre-IPO funding.

Our advisory may include:

• funding strategy;
• financial modelling;
• investor readiness;
• business plan review;
• cash-burn analysis;
• runway assessment;
• valuation support;
• investor presentation support; and
• transaction coordination.

Private Equity Advisory

Private Equity funding may be appropriate for established or fast-growing businesses requiring capital for:

• expansion;
• acquisitions;
• market entry;
• capacity addition;
• technology;
• business restructuring; or
• promoter liquidity.

Private Equity investors generally undertake detailed financial, commercial, tax and legal due diligence before investing.

Our Due Diligence Advisory Services can support businesses during investor review and transaction evaluation.

Venture Capital Advisory

Venture Capital is typically relevant for innovative and high-growth businesses.

VC investors often evaluate:

• scalability;
• total addressable market;
• recurring revenue;
• growth rate;
• unit economics;
• customer acquisition;
• technology;
• management team;
• competitive advantage; and
• future exit potential.

We assist startups and growth companies in preparing financial information and investor-related documentation.

Strategic Investor Funding

Strategic investors may invest for reasons beyond financial return.

Potential objectives may include:

• market access;
• technology;
• distribution;
• product integration;
• customer access;
• geographic expansion; or
• long-term business collaboration.

Strategic investments may also involve joint ventures or eventual acquisition opportunities.

Businesses considering strategic combinations may also explore our Mergers & Acquisitions Advisory Services.

Family Office Funding

Family Offices have become an important source of capital for growth businesses.

Depending upon their investment mandate, Family Offices may invest in:

• startups;
• growth companies;
• established SMEs;
• private equity transactions;
• real estate;
• infrastructure; or
• strategic businesses.

Investment horizons and return expectations may differ from traditional institutional investors.

Growth Capital

Growth capital is typically raised by established businesses seeking to expand without relinquishing complete control.

Capital may be used for:

• opening new locations;
• entering new markets;
• capacity expansion;
• technology investment;
• employee hiring;
• acquisitions;
• marketing;
• new products; or
• international expansion.

Pre-IPO Funding

Companies planning an SME IPO or Main Board IPO may raise capital before listing.

Pre-IPO funding may help:

• strengthen the balance sheet;
• fund expansion;
• reduce debt;
• improve business scale;
• support acquisitions;
• improve governance; and
• prepare for future listing.

Companies considering public-market readiness may review our Pre-IPO Readiness Advisory Services and SME IPO Advisory Services.

Project Finance

Large manufacturing, infrastructure, renewable energy and capital-intensive projects may require specialised project financing.

Project finance generally requires detailed assessment of:

• project cost;
• means of finance;
• debt-equity ratio;
• projected cash flows;
• DSCR;
• project risk;
• implementation schedule;
• lender requirements; and
• repayment capacity.

For detailed assistance, visit our Project Finance Advisory Services.

Working Capital Finance

Growing businesses may require working capital to fund:

• receivables;
• inventory;
• vendor payments;
• operating expenses;
• seasonal demand; and
• business growth.

Facilities may include:

• cash credit;
• overdraft;
• bill discounting;
• trade finance;
• short-term loans; and
• other working-capital facilities.

Financial Projections

Financial projections are important for both debt and equity fundraising.

Depending upon the transaction, projections may include:

• revenue;
• gross margins;
• EBITDA;
• operating expenses;
• employee costs;
• working capital;
• projected profit and loss account;
• projected balance sheet;
• cash-flow statement;
• funding requirement;
• debt servicing; and
• investor returns.

Businesses requiring ongoing forecasting, MIS and cash-flow management may also consider our Virtual CFO Services in India.

Business Plan and Investor Documentation

Investors and lenders generally require structured information before committing capital.

Depending upon the transaction, documentation may include:

• Business Plan
• Information Memorandum
• Investor Presentation
• Financial Model
• Financial Projections
• Funding Requirement
• Use of Funds
• Business Profile
• Management Profile
• Market Opportunity
• Competitive Position
• Transaction Structure

For lender-focused projects, businesses may separately require a Project Report for Bank Loan.

Investor Readiness

Before approaching investors, a business should be prepared to answer questions relating to:

• historical financial performance;
• future growth;
• funding requirement;
• use of funds;
• profitability;
• cash burn;
• valuation;
• shareholding;
• business risks;
• customer concentration;
• management capability; and
• exit opportunities.

Investor readiness can materially improve the efficiency of the fundraising process.

Business Valuation

Valuation is an important part of equity fundraising.

The value of a business may depend upon:

• historical financial performance;
• future cash flows;
• industry;
• growth rate;
• profitability;
• comparable companies;
• comparable transactions;
• assets;
• market opportunity; and
• business-specific risks.

Where an independent valuation is required, see our Business Valuation Services.

Funding Strategy

There is no single funding structure suitable for every business.

Companies should evaluate:

• amount of capital required;
• business stage;
• profitability;
• cash flow;
• existing debt;
• promoter dilution;
• cost of capital;
• repayment capability;
• risk;
• future fundraising plans; and
• strategic objectives.

A funding strategy may involve debt, equity or a combination of both.

Debt vs Equity Funding

Debt Funding

Debt involves borrowing funds that are generally repayable with interest.

Advantages may include:

• no immediate equity dilution;
• known repayment structure; and
• retention of ownership.

However, debt creates repayment and interest obligations.

Equity Funding

Equity involves issuing ownership interest to investors.

Potential benefits include:

• no fixed repayment obligation;
• access to growth capital;
• strategic investor support; and
• stronger balance sheet.

However, equity funding results in dilution of existing shareholders.

The appropriate structure depends upon the circumstances of the business.

Our Fund Raising Process

Understanding Business Requirements

We first understand:

• business model;
• funding requirement;
• growth plans;
• existing financial position;
• promoter objectives;
• proposed use of funds; and
• desired transaction structure.

Funding Strategy Evaluation

We evaluate potential alternatives such as:

• debt;
• equity;
• hybrid capital;
• strategic investors;
• private equity;
• venture capital;
• project finance; or
• bank finance.

Business and Financial Assessment

We may review:

• historical financial statements;
• profitability;
• cash flows;
• working capital;
• existing borrowings;
• projected performance;
• funding gap; and
• repayment capacity.

Preparation of Documentation

Depending upon scope, we may assist with:

• financial projections;
• business plans;
• investor presentations;
• information memorandums;
• lender information;
• funding models; and
• supporting schedules.

Investor and Lender Coordination

Where included in our engagement, we may coordinate with:

• banks;
• financial institutions;
• private equity funds;
• venture capital investors;
• strategic investors;
• family offices; and
• other capital providers.

Commercial Negotiations

We may support management during discussions relating to:

• valuation;
• investment amount;
• ownership;
• debt pricing;
• repayment;
• security;
• investor rights;
• funding conditions; and
• commercial terms.

Transaction Closure

We assist with financial and transaction coordination until closure, working alongside legal advisers, valuers and other professionals where required.

Due Diligence During Fund Raising

Investors commonly undertake due diligence before making an investment.

The review may cover:

• financial information;
• taxation;
• corporate records;
• contracts;
• employees;
• intellectual property;
• litigation;
• regulatory compliance;
• customers;
• liabilities; and
• business risks.

Businesses preparing for investor due diligence may review our Due Diligence Advisory Services.

Fund Raising for Foreign-Owned Companies in India

Foreign-owned companies operating in India may require funding through:

• foreign equity;
• domestic equity;
• inter-company funding;
• external commercial borrowing;
• domestic debt; or
• other permitted structures.

Foreign investment and borrowing may be subject to FEMA and RBI regulations.

Our FEMA and RBI Advisory Services assist businesses in evaluating applicable foreign-investment and borrowing requirements.

For current foreign-exchange regulations, refer to the Reserve Bank of India.

Fund Raising and FEMA

Where funding involves a non-resident investor or foreign lender, issues may arise concerning:

• eligible instruments;
• pricing;
• sectoral limits;
• reporting;
• downstream investment;
• external commercial borrowing;
• foreign currency;
• repatriation; and
• other FEMA requirements.

The structure should be reviewed before execution.

Fund Raising and Company Law

Equity fundraising may involve compliance under the Companies Act, 2013 relating to:

• issue of shares;
• private placement;
• preferential allotment;
• rights issue;
• board approval;
• shareholder approval; and
• ROC filings.

Official corporate-law information may be accessed through the Ministry of Corporate Affairs.

Industries We Serve

Our Fund Raising Advisory Services may be relevant for businesses operating in:

• Manufacturing
• Healthcare
• Pharmaceuticals
• Technology
• SaaS
• E-commerce
• Consumer Products
• Retail
• Logistics
• Infrastructure
• Renewable Energy
• Hospitality
• Real Estate
• Education
• Financial Services
• Professional Services
• Startups and Emerging Businesses

Typical Clients

We may assist:

• startups seeking seed or growth capital;
• SMEs planning expansion;
• established businesses raising growth capital;
• promoter-managed businesses;
• family-owned businesses;
• foreign-owned subsidiaries;
• corporate groups;
• PE and VC-backed companies;
• infrastructure project developers; and
• companies preparing for an IPO.

Our Deliverables

Depending upon the engagement, our deliverables may include:

• funding strategy;
• business funding assessment;
• financial projections;
• business plan review;
• investor documentation;
• financial model;
• funding structure recommendations;
• investor coordination;
• lender coordination;
• commercial negotiation support;
• transaction coordination; and
• post-funding advisory support.

Why Choose EzyBiz India?

Integrated Corporate Finance Expertise

Fundraising frequently overlaps with valuation, due diligence, taxation, FEMA and corporate law.

Our multidisciplinary approach helps coordinate these requirements.

Debt and Equity Funding Experience

We evaluate multiple financing routes rather than focusing only on one type of funding.

Commercial Approach

Our focus is on identifying financing structures that are financially sustainable and commercially appropriate.

Single Point of Coordination

Where required, we coordinate with:

• banks;
• investors;
• valuers;
• tax advisers;
• company secretaries;
• legal professionals; and
• transaction advisers.

Support Beyond Fund Raising

Clients may also require ongoing financial management after capital is raised.

Our Virtual CFO Services can assist with budgeting, cash-flow planning, investor reporting and financial controls.

Frequently Asked Questions

What is fund raising advisory?

Fund raising advisory involves assisting businesses in evaluating financing options, preparing financial information, identifying potential sources of capital, structuring transactions and coordinating with lenders or investors.

What types of funding does EzyBiz assist with?

Depending upon the engagement, we may assist with equity funding, debt funding, private equity, venture capital, strategic investment, project finance, working capital and pre-IPO funding.

Do you assist startups with fundraising?

Yes. We may assist startups with funding strategy, financial projections, investor readiness, business plans and investor coordination.

Do you arrange business loans?

We may assist businesses with financial assessment, documentation and lender coordination. Loan sanction remains subject to the lender’s independent credit assessment.

Can EzyBiz help raise private equity?

Yes. We assist eligible businesses with fundraising preparation, financial analysis, investor readiness, transaction coordination and commercial support.

Can you help with venture capital funding?

Yes. Depending upon the business and engagement, we can assist with fundraising strategy, investor documentation and coordination with potential investors.

Can you assist with project finance?

Yes. We provide separate Project Finance Advisory Services for large and capital-intensive projects.

Do you assist with business valuation?

Yes. Valuation support may be required for equity fundraising and strategic investment. Formal valuation services are undertaken separately where required.

Do you assist with due diligence?

Yes. Our Due Diligence Advisory Services cover financial, tax and regulatory reviews for investment and acquisition transactions.

Can foreign investors invest in Indian companies?

Yes, subject to applicable FDI, FEMA, sectoral, pricing and reporting requirements.

Does EzyBiz guarantee successful fundraising?

No. Fundraising depends upon the business, market conditions, financial performance, valuation, investor or lender appetite and commercial negotiations. No advisor can guarantee funding.

Related Corporate Finance Services

• Corporate Finance Advisory Services
• Project Finance Advisory Services
• Project Report for Bank Loan
• Business Valuation Services
• SME IPO Advisory
• Pre-IPO Readiness Advisory
• Mergers & Acquisitions Advisory
• Due Diligence Advisory
• Virtual CFO Services
• India Market Entry Consulting

Prepared By:
EzyBiz India Consulting LLP
Chartered Accountants & Business Advisors

Last Updated:
August 2026

Disclaimer:
The information provided on this page is for general informational purposes only and should not be construed as investment, lending, legal, tax or regulatory advice. Availability of funding depends upon the financial position of the business, lender or investor appetite, market conditions, valuation, applicable regulations and commercial negotiations. EzyBiz India Consulting LLP does not guarantee sanction of any loan, equity investment or other funding transaction.