IPO Advisory Services

We advise companies throughout their growth and financing lifecycle, from private fundraisings, to going public, and beyond.

Pre-IPO :

1. Pre-IPO Planning
   • IPO Readiness - gap analysis, roadmap.
   • Evaluate fund raise, Strategy formulation, identification and business positioning, Growth strategy, EBITDA improvement.
   • Enhance corporate presentations.
2. Governance, systems and controls
   • Secretarial Healthcheck & Remediations
   • Early planning for Board of Directors, Committees Establish robust IFC, ERM & overall systems/controls
   • Accelerate financial reporting
3. Capital and Tax structuring
   • Evaluate tax efficient exit mechanism for OFS
   • Succession planning
   • Corporate restructuring, optimise Cap-Table
   • SEBI compliant ESOP Scheme
4. 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 :

1. 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
2. Strategic insights
   • Value creation through Independent insights and investor feedback.
   • Analysis of use of proceeds and selling shareholder engagement.
   • Financial modelling.
   • Investor perception study.
3. 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 :

1. Investor relationship and sustainability
   • Enhance IR strategy.
   • Target specific investors, analysts to effectively communicate performance
   • ESG reporting, sustainability initiatives and diversity and inclusion
2. 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.