Fund Raising & IPO Readiness

Get Fund-Ready, Not Just Fund-Hopeful

Get Fund-Ready,
Not Just Fund-Hopeful

Raising funds or going public isn’t just about a pitch deck — it’s about trust, transparency, and readiness across every aspect of your financial and operational setup. At CFO Pulse, we help businesses prepare not only to raise capital, but to do it on the right terms, with confidence and control.

Whether you’re planning your first institutional raise or gearing up for a listing, we ensure you’re investor-compliant, diligence-ready, and strategically positioned for growth.

Problem : Unpreparedness Kills Investor Confidence

Are your numbers and assumptions investor-ready and defendable?

Do you have clarity on how much funding you need — and why?

Are you approaching the right investors, with the right structure?

Is your business governance strong enough to withstand IPO scrutiny?

Many great businesses lose investor interest due to poor documentation, unrealistic projections, or compliance gaps — all of which are preventable.

Solution : Strategic Preparation for Capital Success

Our Fund Raising & IPO Readiness services go beyond decks — we help you prepare the entire backend that investors and regulators evaluate before writing a cheque or approving a listing.

What We Do

 Identify Optimal Funding Sources

  • Evaluate equity, debt, hybrid, and grant funding options
  • Assess investor compatibility based on stage, sector, and vision
  • Suggest ideal fund size, timing, and tranching approach
  • Assist in approaching VCs, PEs, family offices, and banks

Advise on Fundraising Structure

  • Model cap tables, dilution scenarios, and return metrics
  • Evaluate SAFE, CCPS, CCDs, ESOPs, and other instruments
  • Term sheet advisory and founder alignment support
  • Review investor rights and governance clauses

Enhance Due Diligence Preparedness

  • Financial, legal, and compliance audits pre-emptively
  • Documentation packs for investor queries (data rooms)
  • Clean-up of financials, contracts, and statutory filings
  • Audit readiness aligned with investor/lender expectations

Implement Listing Governance Standards (For IPO)

  • SEBI and regulatory compliance advisory
  • Support in financial disclosures, audit trails, and offer documents
  • Assist in building IPO-ready internal controls and SOPs
  • Coordinate with bankers, auditors, and legal advisors

How we create Value

Raising funds is not a milestone. It’s a transformation. And we make sure your business is truly ready for it.

Ideal For

Startups raising
Pre-Seed to Series C capital

Promoters planning IPO or reverse merger

SMEs seeking strategic or private equity investment

Businesses seeking
to restructure cap tables or bring in new partners

Be Ready When Capital Knocks

Whether you’re chasing growth or preparing for the public markets, let CFO Pulse ensure your financials, structures, and story are ready to meet investor expectations.

Case Studies

Ready to take your finances to the next orbit?

Let’s talk! Book your free consultation today