Best Practices & Tools

Key Ingredients of a great first pitch:

  • What does your company do
  • How big is the market
  • How much traction do you have
  • Unique insight/ Secret Sauce
  • How does your business make money
  • Team member and how does each contribute
  • How much money do you need and for what purpose?

Building a business/Financial Plan – common errors or missing aspects

  • Market segmentation or your value proposition to the identified customer groups
  • Show assumptions behind revenue projections
  • Separate fixed and variable costs so breakeven revenue can be calculated
  • Team member and how does each contribute
  • How much money do you need and for what
  • Working capital requirements
  • Cash Flow statement
  • Usage of funds and time period before next funding required


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Step 1

  • Company shares the pitch deck
  • A deep dive call/meeting to understand the business in detail
    • To understand whether the opportunity interests us
    • To discuss the basic process and fund raise details
  • Post the call companies are asked to share :
    • Financial model - actuals and projections
    • Capitalisation table
    • Literature on the industry and market in which business operates

Step 2

  • Reference calls made by the team to customers, advisors and other stakeholders of the business like suppliers, previous investors etc.
    • To understand industry dynamics, problem that business solves and value it adds to customers
    • To take feedback on the product and management team
  • Our team visits company's office to take product demo and meet the entire team

Step 3

  • A term sheet to be drafted and shared with us
  • Reiteration of the term-sheet to finalize the clauses as per mutual agreement

Step 4

  • Legal and accounting compliance needs to be completed
  • Face to face meeting between investors and promoters
  • SHA is circulated and post- execution fund disbursement takes place

Each step should take maximum time of a week assuming all the information is available when required.

Term sheet to cash in bank a/c:

  • Sign Term sheet
  • Hire a lawyer familiar with company law to draft a Shareholder agreement
  • Hiring a CA / CA firm with Company secretary (CS) associates to handle ROC filings to process investment
  • Get agreement with investors on Shareholder Agreement. Convening a Board meeting for authorizing the execution of shareholder agreement
  • Execution of shareholder agreement
  • Issuing form PAS-4 (offer letter ) to the investors along with share application forms serially numbered
  • Filling of Form PAS-4 (offer letter) with the ROC within 30 days from the circulation of Form PAS 4
  • Completion of all Conditions Precedent (if any in the shareholders agreement)
  • Investors shall notify their approval, on which the Investors shall subscribe to shares
  • Convening a Board Meeting for issue and allotment of shares to the investors, alteration of the articles of association
  • Appointment of nominee director (if mentioned as part of the agreement) on the board
  • Receiving the nominee director’s consent in Form DIR-2
  • Filling of Form PAS 3 with the RoC (within 30 days from the date of the allotment of shares)
  • Filling of Form MGT 14 (declaration of key resolutions) with the RoC, after enclosing the closing board resolution and the shareholders’ resolution
  • Filling of Form DIR -12 (after attaching Form DIR – 2, providing for consent to hold the office of a director) with the RoC for appointment of nominee director (if mentioned as part of agreement)


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