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PE/VC
Advisory

Preparing businesses for private equity and venture capital investment — from investment readiness to deal closure — and advising funds on India mid-market opportunities.

Start Your Engagement How We Work
₹500Cr+
PE/VC Capital Facilitated
25+
PE/VC Mandates
Series A–C
Stage Expertise
Service Overview

PE/VC Advisory That Gets Deals Done

Private equity and venture capital investments are among the most transformative capital events a mid-market company can experience — but they require rigorous preparation, the right positioning, and experienced advisory to execute well. Stratnest's PE/VC Advisory practice supports both companies seeking PE/VC capital and funds evaluating India mid-market opportunities.

What We Cover

Our PE/VC Advisory Services

🎯

Investment Readiness Assessment

Evaluating your business against PE/VC investment criteria — governance, financial reporting, management team, unit economics, and growth story.

📄

Pitch & CIM Preparation

Investment-grade company information memorandum, financial model, and investor pitch deck that communicates your growth story persuasively.

🔍

Investor Identification & Outreach

Mapping the right PE/VC firms based on sector, stage, and cheque size — and managing structured outreach with confidentiality.

📊

Valuation & Term Sheet Negotiation

Pre-money valuation analysis, comparable transaction benchmarking, and term sheet negotiation on economics and governance.

🏛️

Due Diligence Management

Preparation for investor due diligence — data room organisation, management Q&A coaching, and DD query management.

🔄

Fund Advisory

Sector and company research, deal sourcing support, and commercial due diligence for PE/VC funds evaluating India opportunities.

Our Process

How We Deliver

01

Investment Readiness Assessment

Honest evaluation of PE/VC readiness — gaps in governance, financials, team, and story — with a remediation roadmap.

02

Story & Materials Development

Crafting the investment narrative, building the financial model, and producing CIM and pitch materials.

03

Investor Targeting & Outreach

Identifying the optimal investor universe and managing structured, confidential outreach with non-disclosure agreements.

04

Management Presentations & Due Diligence

Preparing the management team, managing the data room, and handling investor queries through due diligence.

05

Term Sheet to Closure

Term sheet negotiation, SPA and SHA advisory support, and coordination through to fund transfer.

Sectors We Serve

Industry Experience

💻
Technology & SaaS

Software, IT services, and digital platform businesses.

🏥
Healthcare

Hospitals, diagnostics, pharma, and health-tech companies.

🏭
Manufacturing

Specialty manufacturers and process industries.

🌾
Consumer & FMCG

Consumer brands and food companies with strong unit economics.

🏗️
Infrastructure & Logistics

Logistics, warehousing, and infrastructure services businesses.

🎓
Education & EdTech

Education institutions and technology-enabled learning platforms.

What You Receive

Your Deliverable Package

Investment readiness gap report
Company Information Memorandum (CIM)
Financial model with investor-facing projections
Investor target list and outreach strategy
Management presentation deck
Data room structure and document checklist
Term sheet red-lines and negotiation briefing
Why Stratnest

What Makes Us Different

🎯

Investor Mindset, Company Advocate

We know how PE/VC investors evaluate deals — and we use that knowledge to prepare and position you for the best possible outcome.

📊

Realistic Valuation Guidance

We give you honest valuation expectations based on comparable transactions — not inflated numbers that collapse in due diligence.

Active Investor Network

We have existing relationships with PE and VC funds active in the Indian mid-market — accelerating your process.

🔍

End-to-End Transaction Management

We manage the full process from preparation to closing — so your leadership team can keep running the business.

Seeking PE/VC Investment?

Let's assess your investment readiness and build the right strategy for your fundraise.

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