Services

Pre-IPO

Pre-IPO Planning

• IPO Readiness - gap analysis, roadmap.
• Evaluate fund raise, Strategy formulation, identification and business positioning, Growth strategy, EBITDA improvement.
• Enhance corporate presentations.

Governance, systems and controls

• Secretarial Healthcheck & Remediations
• Early planning for Board of Directors, Committees Establish robust IFC, ERM & overall systems/controls
• Accelerate financial reporting

Capital and Tax structuring

• Evaluate tax efficient exit mechanism for OFS
• Succession planning
• Corporate restructuring, optimise Cap- Table
• SEBI compliant ESOP Scheme

Financial reporting and Dataroom

• Benchmarking and identification of KPIs
• Build a comprehensive dataroom
• Financial reporting and ESG considerations
• Appoint auditor of repute and internal audit

Kick-Off To Listing

IPO execution

• Share market insights on role of intermediaries and accelerate timelines.
• Execution support, be a single point contact for intermediaries.
• 3 years restated financials, advise on SEBI ICDR, LODR regulations.
• Expedite quarterly consolidated financial reporting/close process.
• Enhance governance and implementation of 20+ policies / charters.
• Structured approach to manage Insider Trading, RPT compliances / STX disclosures.
• Support in interactions with Independent CA, chartered engineer, other agencies

Strategic insights

• Value creation through Independent insights and investor feedback.
• Analysis of use of proceeds and selling shareholder engagement.
• Financial modelling.
• Investor perception study.

Post-IPO framework

• Conduct Board / KMP/SMP/employee orientation sessions.
• Assist in setting up post-IPO compliance framework, calendar, SOPs Develop CG & CSR report, Business Responsibility and Sustainability report.

Post Listing

Investor relationship and sustainability

• Enhance IR strategy.
• Target specific investors, analysts to effectively communicate performance
• ESGreporting,sustainability initiatives and diversity and inclusion

Digital-Other Considerations

• Deploy digital tools (e.g. compliance management, dashboards, reporting).
• Continuous secretarial support (incl Board, shareholders' meetings, filings, SE intimations etc.) Periodic compliance reviews.