SCALE
PREPARE FOR EXPANSION & TRANSITION

When the term sheet arrives, the work is already done.

SCALE is the stage where governance turns into leverage. Fundraising, restructuring, M&A, IPO readiness and founder transitions - run by the same team that has held your record from the beginning, so diligence takes days rather than months.

Ideal For
High-growth companies raising their next round
PE/VC-backed businesses preparing for exit or IPO
Family businesses planning ownership succession
What's Included

Every service in SCALE, and what sits inside it.

Strategic advisory for fundraising, expansion, M&A, IPO readiness and ownership transition planning - coordinated across our legal panel, CA partners and SEBI-registered valuers.

01
Corporate Restructuring
Liquidation preference structuring
Ownership waterfall modeling
Share capital reorganisation
Entity consolidation and demerger coordination
02
Holding Company Design
Group structure and holding company design
Cross-entity governance structuring
Intra-group agreement framework
03
Fundraising (PE / VC / Debt)
Clause-by-clause term sheet review with negotiation redlines
Shareholders’ Agreement (SHA) drafting for the round
Share Subscription Agreement (SSA) drafting
Board and shareholder resolutions for share allotment
04
M&A Advisory & Support
Company-side due diligence coordination
Definitive agreement review coordination with the legal panel
Drag-along and tag-along execution support during an acquisition
05
IPO Readiness
Pre-IPO governance and compliance readiness review
Board composition and independent director readiness
Referral-stage advisory into merchant banking partners
06
Business Valuation Coordination
409A / fair market valuation liaison for equity incentive pricing
Round valuation coordination with SEBI-registered valuers
Valuation defensibility review for tax and audit
07
Founder Transition & Succession Planning
Ownership transition planning for family businesses and founder transitions
Succession governance structuring
Family constitution and next-generation governance
08
Buyback & Secondary Sale Coordination
Structured buyback program coordination
Secondary sale transaction coordination
Employee liquidity and surrender program design
09
Cross-border Expansion
Overseas subsidiary and branch structuring
Cross-border regulatory and FEMA coordination
Transfer pricing liaison with CA partners
10
Strategic Board & ESG / Risk Advisory
Governance calendar and board meeting cadence for a scaling board
Independent director search support
ESG framework and disclosure readiness
Enterprise risk register and mitigation framework
Continue the lifecycle
One partner. Every stage. End to end.
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