Early Capital, Well Prepared
Angel Investment
Advice for founders raising from angel investors and for individuals considering early-stage investments.
Explore service : Angel InvestmentPrepare for Investor Review
Startup Advisory and Funding Support
Before approaching investors, founders need a credible cash plan, a clear ownership record and financial assumptions they can explain. Our startup advisory and funding support focuses on this preparation, from financial models to due diligence records. We help assess funding routes without promising introductions or investment.
About the Service
Understanding Startup Advisory and Funding
Early-stage companies are asked many of the same questions by investors, lenders and incubators: How big is the market, what does a customer cost and earn, how long will the cash last, who owns what, and are the filings in order? A startup that can answer them calmly with consistent figures is usually in a stronger position to negotiate.
Our work covers the financial and compliance side of that preparation. We help build the model, tidy the books and the cap table, check the corporate and tax filings, explore the funding routes that suit your stage, and support you through due diligence and documentation. Investment decisions are made by investors and founders, not by us, and we do not promise that funding will be secured.
Related guidance: Angel Investment, Private Equity and Virtual CFO 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
- Pre-revenue and early-revenue startups preparing for a first funding round
- Founders comparing equity, convertible instruments, debt and grants
- Startups that want to apply for recognition or benefits under government startup schemes where eligible
- Companies that have received an investor's term sheet and want a careful review of the financial and tax terms
- Founders who want their records, cap table and compliance in order before due diligence begins
What Is Included
- Review of your business model, unit economics and funding need
- Building or reviewing a financial model and a use-of-funds plan
- Valuation guidance for a funding round, with the basis explained
- Cap table preparation, including the effect of new rounds and employee option pools
- Assessment of funding routes: founder funds, angel and venture investment, debt, grants and government schemes
- Support with investor material: financial sections of the pitch deck, information memorandum and data room
- Support with financial and tax due diligence, and coordination with legal counsel on the term sheet and agreements
- Guidance on recognition and benefits under startup schemes, where eligibility criteria are met
- Post-funding compliance, including share allotment filings and foreign investment reporting where applicable
Benefits
- Numbers that agree across your model, books and filings, which supports credibility with investors
- A realistic view of how much to raise, at what stage and in what form
- Fewer surprises during due diligence, because gaps are found and fixed early
- Clarity on the effect of each round on ownership and control
- More of the founders' time spent on the business instead of on spreadsheets and filings
What You Receive
- A funding-readiness review with a list of actions in priority order
- A financial model with assumptions you can explain
- A cap table and dilution scenarios
- A data room index and financial due diligence pack
- A summary of key financial and tax points in any term sheet you receive
How We Work
How We Assist with Startup Advisory and Funding
Assess Readiness
We look at your stage, your records, your structure and your plans, and tell you plainly how ready you are and what to fix first.
Build the Foundation
We prepare or refine the model, valuation range, cap table and use-of-funds plan, and bring books and filings up to date.
Prepare for Investors
We help assemble the financial material and data room, rehearse the questions investors tend to ask and review options for funding routes.
Support the Round
We support due diligence, review the financial and tax terms, coordinate with your lawyers on documents and help with filings after closing.
Documents We May Ask for
- Certificate of incorporation, constitutional documents and shareholding details
- Financial statements and management accounts to date
- Existing financial model, projections and pitch material, if any
- Details of earlier funding, convertible instruments and employee option plans
- Key customer, vendor and employment contracts
- Tax and ROC filings made so far
Early-stage records are rarely perfect. Bring what you have and we will advise on what to fix.
Why Choose MSG & Associates
- A chartered accountancy firm that covers the accounts, tax and company filings that investors examine, so preparation happens in one place
- Honest advice about readiness and expectations, without promises about funding
- Delhi-based, supporting startups across India with secure digital tools
- Clear, jargon-free explanation of terms, so founders can make informed decisions
Questions
Startup Advisory and Funding: Common Questions
The useful answers, upfront.
Still have a question? Start a conversation and we will point you in the right direction.
We prepare you for fundraising and help you understand the options, and where appropriate we can facilitate conversations. We cannot guarantee that investors will invest, or the amount, timing or terms. The decision rests with the investors.
Earlier than most founders expect. Clean books, a sound structure and a clear cap table take months to build, and they are hard to fix in the middle of a deal. Even a pre-revenue startup benefits from a readiness review.
We use accepted methods that fit your stage, such as comparable transactions, discounted cash flow or a scorecard approach, and we explain the assumptions. An indicative fundraising range supports negotiation; a regulatory valuation may require a separate report, method and authorised signatory.
We review the financial, tax and compliance aspects and explain how they affect you. Legal drafting and negotiation of the agreements should be done with your lawyers, and we coordinate with them.
Eligibility depends on the scheme, your age, turnover, structure and sector. We check the criteria against your facts, and tell you honestly when a scheme does not fit.
Related Services
Growth Capital, Prepared
Private Equity
Advisory for growing companies preparing for private equity investment, from valuation to due diligence.
Explore service : Private EquityFinance Leadership on Demand
Virtual CFO Services
Management reporting, budgeting, cash-flow planning and fundraising support without a full-time CFO.
Explore service : Virtual CFO Services
Need Help with Startup Advisory and Funding?
Share your requirements and we will recommend a clear, practical next step.
