IPO Advisory Services

Service Details

IPO ADVISORY

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

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
  • Financial reporting and Dataroom
  • Benchmarking and identification of KPIs
  • Build a comprehensive dataroom
  • Financial reporting and ECG 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 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
  • ESG reporting, 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.