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Startup Advisory and Funding
Financial models, valuation, investor-ready records and fundraising preparation for early-stage founders.
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Angel Investment Advisory for Founders and Investors
An angel round changes ownership as well as the cash available to a startup. We help founders assess dilution, prepare financial information and understand the tax and compliance implications of proposed terms. Investors can request a financial review within an agreed scope; we do not recommend investments or manage funds.
About the Service
Understanding Angel Investment
An angel round involves a small number of investors putting in early capital, often through equity or a convertible instrument. Founders have to settle the valuation, the instrument, the rights the investors receive and the compliance steps that follow. Investors have to decide how much to invest, what to ask for and how the investment will be treated for tax and reporting.
We define whether we are advising the founder or the investor and assess conflicts before accepting an engagement. For founders, that means a realistic valuation, a clean cap table and organised records. For investors, it means reading the numbers behind a pitch, asking the right questions and understanding the filings and tax treatment. Where there is a transaction, we coordinate with your lawyers on the agreements. We do not promise investor introductions or investment outcomes.
Related guidance: Startup Advisory and Funding, Private Equity and Valuation Services.
Our team is based in Gandhi Nagar, Delhi, supporting clients across Delhi-NCR and remotely across India. We confirm any on-site or hearing requirements when agreeing the engagement.
Who Needs This Service
- Founders preparing to approach angel investors or angel groups
- Startups that have a term sheet from an angel investor and want to understand the financial implications
- Individuals and family offices considering early-stage investments who want an independent review of the numbers
- Companies issuing shares or convertible instruments to a small group of investors
- Startups with overseas angels, where foreign investment rules apply
What Is Included
- Assessment of the amount to raise and its use over the next 12 to 18 months
- Valuation range and a view on the instrument: equity shares, preference shares, convertible instruments or notes
- Cap table and dilution analysis, including the option pool
- Preparation of financial information for investors and a due diligence data room
- Review of the financial, tax and accounting terms in a term sheet
- Compliance for issuing securities to investors, including offer documents, board and shareholder approvals and filings after allotment
- Foreign investment reporting where an investor is outside India
- For investors: review of the financial statements, projections and the company's compliance record before investing
Benefits
- A funding round that is sized and structured around actual needs
- A clearer idea of valuation and dilution before negotiations begin
- A smoother due diligence process, with answers organised in advance
- Compliance steps completed correctly at issuance, which avoids problems in later rounds
- For investors, a more informed view of the company's numbers and risks
What You Receive
- A round-planning note setting out amount, instrument and use of funds
- A valuation range and a dilution table
- A due diligence data room index and financial information pack
- A summary of key financial and tax terms in the term sheet
- A post-issue compliance checklist with filing dates
How We Work
How We Assist with Angel Investment
Frame the Round
We agree how much capital you need, what it will achieve and which instrument fits your stage and your investors.
Prepare the Numbers
We build the valuation range, dilution table and information pack, and clean up records that investors will ask about.
Support the Negotiation
We explain the financial and tax effect of each term, and work with your lawyers on the agreements.
Close and Comply
After the investment, we help complete the approvals, filings and reporting required for the issue and update your records.
Documents We May Ask for
- Company incorporation documents and the current shareholding pattern
- Financial statements, management accounts and projections
- Pitch deck and business plan, if prepared
- Term sheet or offer received from investors
- Details of previous funding and any convertible instruments outstanding
- For investors: the company's information memorandum, financials and filings that you have received
Why Choose MSG & Associates
- A chartered accountancy firm that handles the accounts, tax and company filings involved in an angel round
- Advice that is frank about valuation, dilution and readiness, without promises about funding
- Delhi-based, advising founders and investors across India through secure digital channels
- A clearly defined client role, with conflict checks before engagement
Questions
Angel Investment: Common Questions
The useful answers, upfront.
Still have a question? Start a conversation and we will point you in the right direction.
We can discuss suitable routes, such as angel networks and investor groups, and help you prepare to approach them. Whether any investor chooses to invest is entirely their decision, and we do not guarantee introductions or investment.
Enough for a defined stretch of progress, commonly twelve to eighteen months, with some buffer. We model the cash needs and show the effect of different amounts on ownership.
Equity gives investors shares at once, based on a valuation. A convertible instrument may convert into shares under agreed terms; the conversion timing and pricing mechanism depend on the instrument and applicable rules. Each has different accounting, tax and dilution effects, which we explain for your case.
Yes, on the financial, tax and compliance side. We do not offer investment recommendations on which company to back, and we do not manage investments.
The company must follow the process for issuing securities, including approvals and filings, and report foreign investment where applicable. We prepare a checklist and help complete each step.
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