All Advisory Services
CONFIDENTIAL ADVISORYFOUNDERSHALA
SERVICE 013
Investors & VC Services
Deal Flow Sourcing, Portfolio Governance & AIF Structuring
“Specialized deal advisory for Venture Capital funds, Private Equity sponsors, Family Offices, and Angel Networks navigating the Indian investment ecosystem.”
Executive Practice Scope
We act as trusted deal partners to Alternative Investment Funds (AIFs), venture capital firms, family offices, and angel syndicates investing in high-growth Indian companies.
Our services span pipeline deal origination, portfolio company monitoring, valuation assessments, SEBI compliance reporting, and LP reporting dashboards.
Statutory & Transaction Deliverables
01.Curated Monthly Deal Flow Digest with Pre-Screened Metrics
VERIFIED MANDATE02.SEBI AIF Private Placement Memorandum (PPM) & Fund Charter
VERIFIED MANDATE03.Standardized Portfolio Company Health Scorecard
VERIFIED MANDATE04.LP Quarterly Valuation & Financial Performance Pack
VERIFIED MANDATEAdvisory Mandates & Core Capabilities
Deal Origination & Curated High-Growth Startup Deal Flow
Pre-Investment Screening & Investment Committee Memorandums
Portfolio Company Financial Monitoring & MIS Standardization
SEBI Alternative Investment Fund (AIF Cat I / Cat II) Setup Advisory
LP (Limited Partner) Quarterly Performance & Return Attribution Reports
Secondary Liquidity, Exit Structuring & Fund Wind-Down Support
Engagement Specifications
IDENTIFIERSVC-013
JURISDICTIONIndia & Cross-Border
ENGAGEMENTRetainer / Mandate
DESK CONTACTdeals@mail.ca.in
