Businesses evolve, and so do their strategic and financial priorities . Vedam Advisors brings together specialized expertise across advisory areas to support clients through growth, capital, and strategic transitions

  • Startup
  • Corporates
  • Investor
  • Global Consulting

Startup

1

Incorporation

Incorporation – Advisory and business structuring

Statutory Registration – PAN, TAN, GST, ESI, EPF, MSME, Import Export Code, etc.

Intellectual Property Registration – Patent, trademark and copyright

Corporate Compliance – Addition / Removal of Directors, Share Certificates

2

Operations

Finance – Bookkeeping, Investor grade Monthly MIS, Annual Budgeting, etc.

Tax – GST Filing, Statutory and Tax Audit, Income Tax Filing, etc.

Compliance – Board Meetings, ROC filing, etc.

Legal Agreements – NDA, Co-Founders Agreement, Business Agreements, Employment Agreements, ESOP Policy, etc.

3

Fundraise

Deal Collaterals – Business Plan, Investor grade Pitch Deck, Valuation Report

Fundraise – Debt, Structured Debt and Equity Financing

Legal Agreements – Term Sheet, Shareholders Agreement

Compliance – Secretarial, FEMA, and regulatory compliances for equity and debt raises

4

Growth

Virtual CFO – End-to-end finance function management

Audit Compliance – Statutory audit, IFC, and tax audit

Secretarial Compliance – ROC and corporate law compliances

5

IPO

IPO Readiness – Financial clean-up, Conversion of Books, Governance Strengthening, and Regulatory preparedness

IPO Certification – Advisory and Certification

Project Management – Business Plan, Investor Presentation, Coordination with merchant bankers, legal advisors, auditors, and regulators

Corporates

1

Virtual CFO & Growth Strategy

  • Virtual CFO and finance leadership support
  • Monthly MIS, cash flow and management reporting
  • Business performance tracking and KPI frameworks
  • Growth strategy – areas of growth, pricing, competitive benchmarking, etc.
  • Board and investor decision support

2

Business Profitability Improvement

  • Profitability analysis by product, customer, channel, and geography
  • Annual budgeting and budget vs actual analysis
  • Working capital optimisation
  • Cost and margin improvement initiatives
  • ERP upgradation and implementation support

3

Buy-side M&A and Joint Venture

  • Buy-side M&A strategy and target evaluation
  • Financial analysis and valuation support
  • Deal structuring and transaction advisory
  • Joint venture partner fitment and commercial evaluation
  • Transaction execution and integration support

4

Fundraising and Sell-side Advisory

  • Fundraising preparedness and financial clean-up
  • Business plan, valuation, and deal collaterals
  • Debt and structured debt financing
  • Equity fundraising from VC to global private equity
  • Sell-side advisory and strategic divestments

5

Due Diligence

  • Financial due diligence
  • Tax due diligence - direct and indirect taxes
  • Quality of earnings analysis
  • Transaction readiness assessments
  • Management support during investor diligence

6

Assurance

  • Statutory audits and tax audits
  • Internal audits and IFC reviews
  • Process and internal control assessments
  • Regulatory and compliance assurance
  • Audit support for listed and unlisted entities

7

IPO Advisory & Certifications

  • IPO readiness and gap analysis
  • Financial and governance clean-up
  • IPO advisory and regulatory certifications
  • Coordination with merchant bankers and legal advisors
  • Listing and post-listing compliance support

8

Investor Relations

  • Investor reporting frameworks
  • Periodic performance and financial reporting
  • Board and investor communication support
  • Handling investor information requests
  • Ongoing investor engagement support

9

Restructuring, IBC & Special Situations

  • Financial restructuring advisory
  • Insolvency and Bankruptcy Code (IBC) assignments
  • Distressed asset and stressed business advisory
  • Valuation and creditor support
  • Special situation transaction advisory

Investor

1

Pre-Investment Due Diligence & Evaluation

  • Financial and Tax due diligence
  • Quality of earnings analysis
  • Business model and unit economics assessment
  • Red flag identification and deal risk assessment
  • Transaction readiness evaluation

2

Portfolio Company Investor Relations

  • Virtual CFO support for portfolio companies
  • MIS standardisation and reporting frameworks
  • Budgeting, forecasting, and cash flow oversight
  • Working capital and margin improvement initiatives
  • Governance and financial control strengthening

3

Transaction Execution & Deal Support

  • Buy-side transaction support
  • Review of business plan and valuation analysis
  • Deal structuring and transaction advisory
  • Coordination with legal and commercial advisors
  • Closing support and post-deal integration assistance

4

Regulatory, Compliance & Governance Oversight

  • Statutory and regulatory compliance monitoring
  • Internal controls and IFC reviews
  • Board and audit committee support
  • SEBI, RBI, and FEMA compliance support
  • Risk assessment and mitigation frameworks

5

Exit Readiness & Sell-Side Advisory

  • Exit strategy planning
  • Preparation of deal collaterals
  • Investment Banking, Vendor due diligence services
  • IPO, strategic sale, or secondary transaction support

6

Valuation & Fairness Opinions

  • Business and share valuation
  • Transaction and regulatory valuations
  • Fairness opinions and independent valuation reports
  • ESOP and shareholder valuation support

Global Consulting

1

India Market Entry & Cross-Border Advisory

  • India market entry and structuring advisory
  • Target identification for acquisitions and strategic partnerships
  • FEMA and regulatory coordination
  • Liaison with global advisors and stakeholders

2

Transaction Outsourcing

  • Financial modelling and valuation for global assets
  • Deal collaterals – Teaser and Information Memorandum
  • Data room preparation and Q&A support to the management
  • Closing checklist and post-closing support, if any

3

Financial, Tax & Regulatory Due Diligence

  • Financial and Tax due diligence on Indian assets
  • Regulatory and compliance reviews
  • Quality of earnings analysis
  • India-specific risk identification

4

Portfolio Company Oversight & Value Creation

  • Portfolio company financial oversight including Budgeting, MIS, etc.
  • SEBI, RBI, and Corporate law compliance support
  • Working capital and margin improvement
  • Governance and internal control strengthening
  • Risk assessment and mitigation frameworks

5

Valuation & Independent Opinions

  • Business and share valuation
  • Transaction and regulatory valuations
  • Fairness opinions and independent valuation reports
  • ESOP and shareholder valuations

6

Exit, IPO & Public Markets Advisory

  • Exit strategy planning and execution support
  • Sell-side and vendor due diligence
  • IPO readiness and advisory
  • Coordination with global and domestic merchant banks
  • Post-listing and ongoing compliance support