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Driving your business growth and value

We handle what slows you down, so you can focus on what drives you forward.

Fundraising

Instrument, term sheet, agreements, FEMA.

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01Transaction advisory

Acquisition stage of your business

SimplyBiz supports businesses across the full transaction lifecycle, from fundraising, mergers and acquisitions, ESOP and stock management to reverse due diligence, listing and IPO readiness, and commercial contract drafting. We combine strategic advisory, legal and regulatory support, documentation, and execution to help businesses prepare, evaluate, negotiate, and complete transactions with greater clarity and control.

  • Fundraising
  • Mergers and acquisitions
  • ESOP and stock management
  • Reverse due diligence
  • Listing and IPO readiness
  • Commercial contract drafting
For fundraising, SimplyBiz does not directly raise funds or act as an investment banker. Once the investor is identified, SimplyBiz provides advisory and execution support: structuring, documentation, due diligence, agreements, and regulatory filings. Fundraising transactions typically take 2-3 months from initial documentation to closure, provided investors are already identified. SimplyBiz then undertakes the corporate secretarial and FEMA compliances for the instruments issued.
  1. Finding the investor

    SimplyBiz does not directly raise funds or act as an investment banker.

  2. Fundraising advisory and execution

    1. Structure
    2. Term sheet
    3. Diligence
    4. Agreements
    5. Approvals and filings
  3. After issue

    Corporate secretarial and FEMA compliances for the instruments issued.

02Whom we serve?

Whom we serve?

Companies

  1. Early-stage companies
  2. MSMEs
  3. Subsidiaries of foreign entities
  4. Seed companies
  5. Growth-stage companies
  6. Listed and unlisted public companies in India

Investors and deals

  1. Catalyst investors
  2. Start-up incubators
  3. High net worth individual (HNI) investors
  4. Angel, PV and VC funds
  5. Cross-border deals
  6. Mergers and acquisitions

We work with founders, growth-stage companies, investors, and businesses pursuing strategic expansion.

03What we offer?

What we offer?

Acquisition stage starts with the right preparation.

01Fundraising

  1. Advisory on fundraising strategy and instruments (equity, debt, CCDs, CCPS).
  2. Term sheet preparation and negotiation support.
  3. Drafting of shareholders’ agreements, subscription agreements, and investment agreements.
  4. Due diligence coordination with investors.
  5. Regulatory compliance under the Companies Act, 2013 and FEMA.

04Case studies

Case studies

  1. 01Fundraising

    An F&B manufacturing company in India

    • Term sheet
    • CCD agreement
    • Companies Act
    • FEMA

    SimplyBiz managed the fundraising: term sheet, definitive agreement for CCDs, Companies Act compliance for the private placement, and FEMA compliance support.

  2. 02Private placement

    Teadom Ventures (Chit Chat Chai)

    • SHA revision
    • Board and GM papers
    • ROC filings
    • Share certificates

    SimplyBiz advised on revising the shareholders' agreement and managed secretarial compliances for a private placement: board and general meeting documents, ROC filings, articles of association, share certificates, and the register of members.

  3. 03Due diligence

    A Hyderabad supply chain management company

    • Legal and compliance
    • Financial and tax
    • SHA review
    • Share transfer

    SimplyBiz ran a limited due diligence covering legal and compliance, corporate secretarial, and financial and tax, reviewed shareholders' agreements, and guided the share transfer.

  4. 04Fundraising + ESOP

    An Indian convenience-food company

    • Instrument advice
    • CCD agreement
    • FEMA
    • ESOP rollout

    SimplyBiz supported the fundraising and the ESOP: instrument advice, term sheets, a CCD definitive agreement, Companies Act and FEMA compliance, and ESOP advisory and implementation.

05FAQs

FAQs

We provide strategic advisory services, helping businesses identify growth opportunities and implement effective strategies.

Transaction Advisory services assist businesses in mergers, acquisitions, fundraising, and other strategic transactions.

We guide businesses through the fundraising process, from preparation to securing capital, ensuring alignment with growth objectives.

We provide advisory and execution support for fundraising transactions, once the investor is identified. This includes structuring, documentation, and ensuring complete legal, financial, and regulatory compliance.

Timelines vary depending on deal size, due diligence, and complexity. Typically, transactions take 2-3 months from initial documentation to closure, provided investors are already identified.

We do both. We advise on structuring and compliance, and also execute the entire process – from drafting agreements to managing board/shareholder approvals and regulatory filings.

We assist with equity, debt, convertible instruments, iSAFE notes, and strategic deals such as joint ventures and M&A transactions — purely from an execution and compliance perspective.

We prepare and review term sheets, shareholder agreements (SHA), share purchase agreements (SPA), CCD/iSAFE documentation, board/shareholder resolutions, and regulatory filings under Companies Act, FEMA, Income Tax Act, and other applicable laws.

Yes, many companies use hybrid structures – we advise on the right mix for your business.

No. We do not directly raise funds or act as an investment banker.

It is typically required before mergers, acquisitions, fundraising, joint ventures, or large investments.

We cover financial, legal, regulatory, tax, and compliance aspects of the Company’s business.

It helps them identify risks, validate information, and negotiate better terms, ensuring clarity on the company’s true position.

Issues such as hidden liabilities, compliance gaps, tax exposures, contract defaults, pending litigations, or governance weaknesses.

Yes, we prepare a comprehensive due diligence report highlighting strengths, risks, and recommendations.

We coordinate the entire process – document collation, review, compliance checks, gap analysis, and reporting – and also liaise with tax, legal, and financial experts where required.

An ESOP (Employee Stock Option Plan) allows employees to buy shares at a pre-determined price, thereby aligning their interest with the company’s long-term growth, motivating them and improving retention.

ESOPs are valuable at any stage but are especially useful for startups and growth companies to attract, retain, and reward talent without large cash outflows.

Unvested options lapse automatically; vested but unexercised options are handled as per company’s ESOP policy.

Yes, both approvals are mandatory – we draft the scheme, prepare resolutions, and manage compliance and filings under the Companies Act and SEBI (where applicable).

Primarily ESOPs are for full-time employees and directors (not Promoters or holding more than 10%), but companies can structure ESOP-like benefits for advisors and consultants through alternative instruments.

We provide execution support for mergers, demergers, acquisitions, business transfers, and restructurings.

It ensures both parties have a clear understanding of legal, financial, operational, compliance and tax aspects before signing the deal.

We act as your transaction support partner, ensuring the deal is structured properly, documentation is watertight, and all compliance and regulatory requirements are met until closure.

GROWWe are your growth enabler.

Transaction advisory for fund raising