🚀 Empowering Businesses to Become Investor-Ready

What is Expected from – A Management Consulting Firm?

From consulting and strategy development to implementation and support, our comprehensive services help your business thrive.

At Jade Corporate Advisors, we serve as your strategic partner navigating the complexities of private equity capital raising. Our services prepare, position, and present your business to the right investors — with precision, clarity, and professionalism.

1. Define Capital Requirements and Investment Objectives

• Assess your funding needs based on growth plans, expansion strategies, or restructuring.
• Determine the optimal capital structure – equity, debt, or hybrid.
• Outline your valuation expectations and investor preferences.

Outcome: A clear investment proposition aligned with your long-term strategic goals.

2. Identify and Shortlist the Right [translate:PE] Firms

• Conduct research to find private equity firms aligned with your industry, geography, business stage, deal size, and investment style.
• Leverage relationships with leading domestic and international [translate:PE] firms.

Outcome: Targeted outreach strategy to strategic investors.

3. Prepare Investor-Ready Documentation

• Investor Pitch Deck (15–20 slides) professionally designed and focused.
• Information Memorandum detailing business, market, strategy, and financials.
• Dynamic 3–5 year financial model with revenue forecasts and valuation assumptions.
• Business Plan & Executive Summary crafted for clarity and impact.

Outcome: Complete investor toolkit ready for presentation.

4. Position the Investment Story

• Market size and opportunity analysis.
• Highlight competitive advantages.
• Show revenue drivers and scalability potential.
• Present financial performance and projections.
• Outline return potential and exit opportunities (IPO, acquisition, buyout).

Outcome: Persuasive story aligned with investor priorities.

5. Coordinate Investor Outreach and Introductions

• Facilitate strategic introductions to pre-vetted [translate:PE] firms and advisors.
• Manage investor communications, meetings, and follow-ups.

Outcome: Enhanced investor engagement and interest.

6. Support Due Diligence and Data Room Preparation

• Set up secure virtual data rooms.
• Prepare responses to investor queries.
• Coordinate with legal, tax, and financial advisors.
• Ensure transparency and timely communication throughout due diligence.

Outcome: Smooth due diligence cultivating investor confidence.

✅ Optional Services – Based on Client Needs

Assist in Deal Structuring and Negotiation

Support negotiation of valuation, equity dilution, board representation, rights, exit timelines, and performance milestones to achieve win-win deals.

Outcome: Balanced structures laying foundation for sustained success.

Post-Investment Advisory

Ongoing support including corporate governance, investor reporting, exit planning, and next-round funding strategies.

Outcome: Continued partnership aligned with stakeholders.

Let Us Help You Secure the Right Capital from the Right Partner

Disclaimer

Jade Corporate Advisors Private Limited ("Jade"), incorporated under Indian law, provides management consulting and advisory services but is not registered as an investment advisor, merchant banker, or broker with SEBI or other regulatory authorities.

Jade does not provide investment advice or portfolio management services. All materials are for strategic informational purposes. Clients are solely responsible for investment decisions and advised to seek independent professional counsel. Jade disclaims liability for decisions based on our deliverables or consultations.