What is Expected from – A Management Consulting Firm?

1. Define Capital Requirements and Investment Objectives

We begin by working closely with your leadership team to:

• 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 PE Firms

Our team conducts detailed research and mapping to identify private equity firms that align with your:

• Industry and sector

• Geographic focus

• Stage of business

• Deal size and investment style

We maintain relationships with leading domestic and international PE firms, giving you access to a broad investor network.

Outcome: A targeted outreach strategy to the most relevant and strategic investors.

3. Prepare Investor-Ready Documentation

Jade Corporate Advisors ensures that your business is presented in a clear, credible, and compelling manner. We prepare and refine:

• Investor Pitch Deck (15–20 slides): Professionally designed, investor-focused presentation

• Information Memorandum (IM): In-depth investment note covering business, market, strategy, and financials

• Financial Model: Dynamic 3–5 year projection model with revenue forecasts, cost structures, and valuation assumptions

• Business Plan & Executive Summary

Outcome: A complete investor toolkit, ready for presentation to PE firms and institutional investors.

4. Position the Investment Story

We help position your business as an attractive investment opportunity by crafting a narrative that addresses:

• Market size and opportunity

• Competitive advantages

• Revenue drivers and scalability

• Financial performance and projections

• Return potential for investors

• Exit possibilities (IPO, acquisition, strategic buyout)

Outcome: A persuasive story that resonates with investor priorities and risk appetite.

5. Coordinate Investor Outreach and Introductions

Our team facilitates strategic introductions to pre-vetted private equity firms, either:

• Directly through our investor network, or

• In collaboration with other professional advisors and intermediaries

We handle:

• Investor communications

• Meeting scheduling

• Follow-ups and clarifications

Outcome: Enhanced investor engagement and increased chances of securing interest.

6. Support Due Diligence and Data Room Preparation

We guide clients through the due diligence process by:

Setting up and organizing a secure virtual data room

• Preparing responses to investor queries

• Coordinating with legal, tax, and financial advisors

• Ensuring transparency and timely communication

Outcome: A smooth, well-managed due diligence process that builds investor confidence.

✅Optional Services – Based on Client Needs

✅Assist in Deal Structuring and Negotiation

We support the negotiation of commercial terms including:

• Valuation

• Equity dilution

• Board representation

• Rights and obligations

• Exit timelines and performance milestones

Our legal and financial insights help protect your interests while aligning with investor expectations.

Outcome: A balanced, win-win deal structure that sets the foundation for long-term success.

✅Post-Investment Advisory

Even after the deal is closed, Jade Corporate Advisors continues to support: (Optional Service)

• Strategic planning and corporate governance setup

• Investor reporting and communication

• Exit planning and next-round funding strategies

Outcome: Long-term partnership and alignment with investor expectations.

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

Disclaimer

The Client acknowledges and agrees that Jade Corporate Advisors Private Limited ("Jade"), a company incorporated under the laws of India, is engaged in the business of providing management consulting and advisory services, including but not limited to strategy consulting, transaction support, investor readiness, and business planning.

Jade is not registered with the Securities and Exchange Board of India (SEBI) or any other regulatory authority as an investment advisor, merchant banker, or broker. Accordingly, Jade does not provide investment advice, portfolio management, or securities dealing services under any applicable law or regulation.

All recommendations, presentations, financial models, business plans, and related materials provided by Jade are for informational and strategic purposes only. The Client is solely responsible for making any investment or financial decisions and is encouraged to seek independent legal, financial, tax, or investment advice before acting on any information or materials provided by Jade.

Jade shall not be held liable for any direct, indirect, incidental, or consequential damages or losses arising from any decisions made by the Client based on the deliverables or consultations provided during the course of the engagement.