Fundraising Advisory, Pitch Decks & Valuation (DCF / Rule 11UA)
Institutional financial models, VC pitch decks, and IBBI Registered Valuer / Merchant Banker valuation reports.
Statutory Overview & Regulatory Scope
Regulatory framework, governing bodies, and institutional compliance standards.
Raising capital from angel networks, institutional VCs, or strategic investors requires rigorous financial modeling, a compelling institutional pitch deck, and legally mandated valuation certificates under Section 56(2)(viib) of the Income Tax Act (Rule 11UA Discounted Cash Flow) and Section 247 of the Companies Act 2013.
4-Step Statutory Execution Roadmap
How Taxorion executes your filing from document intake to final regulatory approval.
Business Model & Unit Economics Deep Dive
Analyzing revenue drivers, gross margin profile, and competitive advantage.
Financial Model & Projection Modeling
Building five-year financial projection model with sensitivity analysis.
DCF Valuation & Valuer Certification
Discounted Cash Flow valuation certified by IBBI Registered Valuer.
Pitch Deck Delivery & Data Room Setup
Finalizing investor presentation and structuring virtual diligence data room.
Scope of Deliverables & Inclusions
Complete statutory package included with our certified professional engagement.
5-Year Dynamic 3-Statement Financial Model
Exhaustive financial model (P&L, Balance Sheet, Cash Flow) with dynamic revenue drivers, scenario analysis, and hiring plans in Excel.
Institutional VC Pitch Deck (15 Slides)
Professionally designed investor deck covering problem, solution, TAM/SAM/SOM, moat, unit economics, and ask.
Statutory Valuation Report (DCF / Rule 11UA)
Official valuation certificate issued by an IBBI Registered Valuer and Merchant Banker for issue of equity/CCPS.
Cap Table Modeling & Waterfall Analysis
Pre-money and post-money capitalization tables modeling dilution across Series rounds.
Mandatory Document Checklist
Checklist required for seamless digital verification and statutory lodgement.
1Startup Records
- Company profile, product demo links, and historical traction metrics
- Audited balance sheets / management accounts since inception
- Current cap table showing promoter and investor equity percentages
- Proposed fundraising ticket size and instrument type (Equity / CCPS / CCD)
Statutory & Compliance FAQs
Critical legal insights and practical answers regarding Fundraising Advisory, Pitch Decks & Valuation (DCF / Rule 11UA).
Under Section 56(2)(viib) of the Income Tax Act, issuing shares to investors above face value requires a Discounted Cash Flow (DCF) valuation report certified by a Merchant Banker or Registered Valuer to prevent angel tax assessments.
Consult Practice Lead
Connect directly with our dedicated Company Secretaries, Chartered Accountants, and Advocates for Fundraising Advisory, Pitch Decks & Valuation (DCF / Rule 11UA).
Virtual CFO & Enterprise Advisory Hub
Division ViewExplore all statutory services, regulatory timelines, and document checklists in the Virtual CFO & Enterprise Advisory division.
Institutional Trust Standards
Pre-submission scrutiny guarantees error-free filings on MCA & GSTN.
Statutory fees, government duties, and professional charges disclosed upfront.
Single point of contact for routine queries, notices, and compliance filing.
Need a Custom Multi-Entity or Annual Retainer Plan?
We structure custom corporate secretarial, tax representation, and virtual CFO agreements tailored for startups, expanding enterprises, and international subsidiaries.