Transaction Advisory Services - SimplyTransact
SimplyTransact
Transaction Advisory for Fund Raising
Fund raising can determine the future of your organisation. Being a very important aspect for any business, proper advisory in term of raising funds becomes critical for the success of any Corporate. Transaction Advisory on Fund raising would cover entire range of activities starting from advising the client on modes of fund raising to implementing the process and bringing it to closure.SimplyTransact is our product specifically designed for Transaction Advisory for Fund raising.We advise and assist the Investors and the Investee companies on Transactions relating to Fund raising from start-to-end in the most efficient, compliant and timely manner. We also undertake Due-Diligence in order to assist Investors in taking an informed decisions on funding.
Why SimplyTransact?
Start-ups, early-stage and growth-stage companies generally have funding requirement to support and grow their business. In order to evaluate the actual requirement and navigate through the entire process of the corporate transaction, it is essential to have a trusted partner who understands each & every aspect of the transaction and can accordingly plan the overall approach.
SimplyTransact team has the competency and the experience to address all the aspects of a Fund-raising transaction both from the Investor and the Investee standpoint. We work with client-centric approach and use technology to ease the process, save time and make the experience better for the client.
What does Transaction Advisory for Fund raising encompass?
Discussion & Negotiations - Advisory
Drafting of Term Sheet
Due Diligence - Legal, Compliance and Accounting & Taxation
Drafting of Definitive Agreements
Closure of transaction in relation to issuance and allotment of securities, change in Board composition, alteration of charter documents, etc
2.Drafting of term sheet
3.Preparing for Due Diligence – legal, regulatory and compliances (corporate secretarial and FEMA), accounting & taxation
4.Drafting of Definitive Agreements
5.Undertaking Corporate Secretarial and FEMA related compliances in relation to issue of instruments
The Broad Scope of work Covers:
To the Investee Company
To the Investor
Payments & Plans
Plan A (For Investee Company)
2. Drafting of term sheet
3. Preparing for Due Diligence – legal, regulatory and compliances , accounting & taxation
4. Drafting of Definitive Agreements
5. Undertaking corporate secretarial and FEMA related compliances in relation to closing of the transaction.
Plan B (For Investor)
2. Drafting Term sheet
3. Undertaking Due Diligence on behalf of the investor – legal, regulatory and compliances (corporate secretarial and FEMA), accounting & taxation
4. Reviewing and/or drafting of Definitive Agreements
We can further customize the Plans based on Client’s requirements. Fees depends on type of Plan selected.
– Ms. Shilpa Agarwal at the mail ID shilpa@simplybiz.in or SimplyTransact@simplyBiz.in
Payment Terms
- 1. 100% Professional fees including the statutory fees need to paid in advance.
- 2. Payment can be made through any of the payment modes that are available.
Engagement Model of SimplyTransact
Our engagement shall be on fixed fee basis on assignment basis.
Disclaimer: We do not undertake fund raising per se. We only offer advisory and undertake transaction execution.
100+
Existing clients
30+
Team of Professionals
30+
Industries
300+ Years
Of Collective Team experience
Advantages of hiring SimplyTransact solutions
Single service provider
covering the entire gamut
of activities relating to fund raising
from start-to-end
Team of multidisciplinary professionals having deep-dive knowledge and rich experience in the area of Transaction advisory to handle the compliance, legal and financial aspects of the transaction
Ability to complete
the process in a
time-bound manner
Using technology for betterment in
execution & delivery standards
Effective drafting and
communication skills
Ability to make informed decisions in
the best interest of the parties
About
SimplyTransact
Team
Transaction advisory requires a meticulous approach in its planning and execution. There are various facets which are covered under the umbrella of transaction advisory which our team ensures while executing an engagement.
The transaction advisory team of SimplyTransact comprises of in-house legal and compliance experts who closely work with you. Complementing the transaction advisory team is the close involvement of the our internal Finance & tax team and this cross-functionality ensures an efficient and optimized transaction structure and comprehensive diligence checks. Our complete understanding of the subject with exposure across various industries allows us to dive deep and execute the assignment in the best business interest of the client.
For any enquiry, write to our Product Head:
Ms.Shilpa Agarwal
E-mail ID – shilpa@simplybiz.in or simplytransact@simplyBiz.in
About
SimplyTransact
Team
Transaction advisory requires a meticulous approach in its planning and execution. There are various facets which are covered under the umbrella of transaction advisory which our team ensures while executing an engagement.
The transaction advisory team of SimplyTransact comprises of in-house legal and compliance experts who closely work with you. Complementing the transaction advisory team is the close involvement of the our internal Finance & tax team and this cross-functionality ensures an efficient and optimized transaction structure and comprehensive diligence checks. Our complete understanding of the subject with exposure across various industries allows us to dive deep and execute the assignment in the best business interest of the client.
For any enquiry, write to our Product Head:
Ms.Shilpa Agarwal
E-mail ID – shilpa@simplybiz.in or simplytransact@simplyBiz.in