Everything in the Strategic Diagnostic, plus
- 5-year tax position review including litigation mapping
- Related party transaction documentation and exposure review
- Group holding structure — exit mechanics and tax efficiency
- Audit opinion review — 3-year qualification history
- Contingent liabilities — all off-balance-sheet items mapped
- Multi-entity compliance consolidation incl. FEMA/RBI
- Return on Capital Employed (ROCE) vs WACC analysis
- Contribution margin — 8-quarter trend per revenue line
- Debt-to-equity stress test at -25% revenue scenario
- Treasury policy design — idle cash, reserves, forex exposure
- Full 3-scenario financial model — base, upside, downside
- 12-month implementation roadmap with ownership and timelines
- Investor-grade financial model — driver-based, 3-statement
- Valuation benchmarking — DCF and comparable transactions
- Cap table review, ESOP structure, future dilution model
- Full data room assembly for fundraise or transaction
- Investor Q&A simulation — 10 institutional questions
- Full SOP library — billing, payroll, close, vendor management
- Independent internal audit — pre-investment controls review
- Board governance framework design
Deliverables
- 50–70 page comprehensive diagnostic report
- Full 3-statement financial model with scenarios (Excel)
- 12-month implementation roadmap
- Risk register with mitigation plans
- Investor-grade executive summary (5 pages)
- Full data room — investor-ready documentation
- 2 × CFO-level debrief sessions
- 30-day post-delivery email support
Best suited for
- ₹20 Cr+ revenue businesses
- Pre-fundraise (Series A / growth equity)
- M&A, acquisition, or management buyout
- PE/VC investor onboarding
- Turnaround or restructuring situation
- Promoters making a bet-the-company decision
You will walk away with
→A complete institutional-quality view of your business — financial, operational, and strategic
→A financial model your board, CFO, or investors can interrogate with confidence
→Full fundraise or transaction readiness — data room, narrative, valuation context
→A 12-month roadmap with ownership, timelines, and financial impact per initiative
→A document that stands up to investor, lender, or acquirer scrutiny without preparation