Pre-IPO Advisory
Strategic market positioning and capitalization initiatives executed within the twelve to twenty-four months preceding a public listing
The 12 to 24 months leading up to an initial public offering represent a critical yet highly demanding phase for any enterprise. Strategic decisions made during this crucial window regarding corporate governance, capital structure, financial reporting, and the investor mix directly influence your final listing valuation and the overall success of the public issue.
Our Pre-IPO Advisory services are designed to ready your company for public markets while simultaneously assisting you in securing Pre-IPO funding from institutional investors, family offices, and high-net-worth individuals (HNIs). This capital infusion not only substantiates your valuation and reinforces your balance sheet but also establishes strong market credibility well ahead of your listing day.
Who It’s For
- Companies planning an IPO (Main Board or SME) in the next 1–3 years
- Promoters seeking partial liquidity or growth capital before listing
- Businesses that need to restructure group entities, related-party transactions, cap table, before going public
- Companies wanting anchor-quality investors on their cap table pre-listing
Process & Deliverables
- 1
Stage 1, IPO Readiness Diagnostic
Weeks 1–4- Gap analysis across financials, governance, compliance, and structure
IPO Readiness Report with a prioritised action roadmap - 2
Stage 2, Corporate & Financial Restructuring
Months 2–6- Entity consolidation, related-party cleanup, board and committee formation
- Conversion to public limited company, ESOP structuring if needed
Restructuring planRevised cap tableGovernance framework - 3
Stage 3, Pre-IPO Capital Raise
Months 4–9- Valuation benchmarking against listed peers
- Placement of Pre-IPO round with institutional investors / family offices
Placement memorandumTerm sheetClosed Pre-IPO round - 4
Stage 4, IPO Runway Preparation
Months 9–12- Merchant banker and intermediary selection support
- Financial reporting alignment (restated financials, peer disclosures)
IPO execution roadmap and intermediary shortlist
Timelines
A structured Pre-IPO engagement typically runs 9 to 18 months, depending on how much restructuring is required and the size of the Pre-IPO raise. Companies with clean structures can compress this significantly.
Our Approach
Work backwards from listing day
Every action is sequenced against your target IPO date.
Valuation building, not just fund raising
Pre-IPO rounds set a benchmark; we ensure it strengthens, not caps, your IPO pricing.
Fix the foundation early
Governance, audits, and structure issues are far cheaper to fix now than during DRHP scrutiny.
Right investors, right signalling
We target investors whose presence on your cap table adds credibility with the market and regulators.
Frequently Asked Questions
Common Questions
Proof, Not Promises
Real businesses. Real outcomes.
