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Business Advisory

Startup Advisory

Practical, financial-first advisory for founders navigating structuring, funding and early-stage compliance.

Overview

What is Startup Advisory?

Early-stage founders often make structuring and compliance decisions in a vacuum, without a sense of how they'll affect future fundraising or exit options. Our startup advisory service brings CA-level financial guidance to decisions like entity structure, ESOP pools, founder agreements, and investor due-diligence readiness.

We work alongside your existing team as an on-call financial advisor, rather than a one-time consultant.

Benefits

Why it's worth getting right

Structuring guidance

Get entity, equity and founder-agreement decisions right early.

Fundraising readiness

Clean financials and cap tables that stand up to due diligence.

Governance discipline

Board processes and documentation built in from day one.

On-call advisory

Ongoing access to a CA for financial decisions as they come up.

Who needs this

Built for

Pre-seed & seed startups First-time founders Startups preparing to raise Founders exploring ESOPs
Required documents

What you'll need to share

Current cap table
Incorporation documents
Financial statements (if any)
Founder/co-founder agreements
Existing investor communication
Business plan or pitch deck
Our process

How we take it from here

  • Discovery call

    We understand your stage, goals and current setup.

  • Gap assessment

    Structuring, governance and financial gaps are identified.

  • Action plan

    A prioritised roadmap is shared with clear next steps.

  • Implementation support

    We help execute — agreements, filings, or process setup.

  • Ongoing advisory

    Continued access for financial decisions as they arise.

Timeline

Estimated turnaround

Document review2–3 working days
Preparation & filingOngoing
AcknowledgementAs needed
Total turnaround Retainer-based
Pricing

Custom retainer plans

Pricing depends on the scope and frequency of advisory support needed.

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FAQ

Common questions

Both options are available — a one-time structuring session, or an ongoing monthly retainer.

Yes, we help prepare financial documentation and respond to due-diligence queries during a raise.

Yes, including plan design, valuation coordination and documentation.
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