Practice Areas · Operations · Virtual CFO & Finance · Fund raising · Equity fund raising
Equity Fund Raising
Raising equity from investors — structuring, valuation, and the issue process, end to end.
What equity fund raising involves
Raising equity means bringing in investors in exchange for a share of the company. Done well, it is more than the cheque — it is the right structure, a defensible valuation, clean documentation, and a compliant issue, so the cap table and the company are set up for the next round.
The firm guides the raise end to end, alongside its valuation, pitch-deck, and FDI services.
What's included
Equity fund raising support includes:
- Structuring the round and the instrument (equity, CCPS, SAFE/convertibles)
- Valuation and the pricing for the issue
- Investor documentation — term sheet, SHA, SSA review
- The share-issue process and the cap-table impact
- Compliance — PAS-3, and FC-GPR for foreign investors
How we work
- 01
Prepare
Structure the round and get the company investment-ready.
- 02
Value & price
Establish a defensible valuation and the issue price.
- 03
Document
Review the term sheet and transaction documents and run the issue.
- 04
Close & comply
Allot the shares and complete PAS-3 and any FEMA filings.
Why work with PBT
PBT helps you raise equity cleanly and on sound terms.
- The right round structure and instrument
- A defensible valuation
- Careful review of investor documents
- Compliant issue and cap-table integrity
- Scope, deliverables, and fees agreed in writing up front
Frequently asked questions
Do you help with the valuation and term sheet?
Yes. We establish the valuation, help you understand and negotiate the term sheet, and review the transaction documents.
Can you handle foreign investors?
Yes. We handle the FEMA pricing and the FC-GPR reporting for investment from non-residents.
How long does it take?
It depends on the round and investor diligence; the issue and compliance steps once terms are agreed typically take a few weeks.
Raise equity the right way
Tell us about your round, and we'll help structure, value, and close it compliantly.
Send an enquiryThis page describes the nature of the firm's services and is not a solicitation or legal advice. Thresholds, timelines, and applicable registrations depend on your specific facts; engagement terms and fees are agreed in writing per assignment.