PE / VC
Advisory
Preparing businesses for private equity and venture capital investment — from investment readiness to deal closure — so the first institutional round sets up every round after it.
Readiness is the difference between interest and a term sheet
Institutional investors evaluate far more than growth numbers — they assess governance, financial hygiene, unit economics, and the credibility of the management team's own narrative. Ascendiq's PE/VC Advisory practice prepares businesses to withstand exactly that scrutiny.
We work with promoters well before the fundraise begins — closing governance gaps, tightening MIS, and structuring the equity story — so that when institutional conversations start, the business is genuinely investment-ready rather than merely investor-curious.
Where needed, we also support the process itself: investor targeting, pitch narrative, term-sheet negotiation, and coordination through to deal closure.
A comprehensive engagement architecture
- ✓Investment Readiness AssessmentA structured gap analysis across financials, governance, and commercial narrative.
- ✓Equity Story & Pitch DeckBuilding the growth narrative and materials investors actually respond to.
- ✓Financial Model for InvestorsAn investor-grade financial model supporting valuation and growth assumptions.
- ✓Governance & Cap Table CleanupResolving governance gaps and cap-table issues before they surface in diligence.
- ✓Investor Targeting & OutreachIdentifying and approaching the right-fit PE or VC investors for your stage and sector.
- ✓Term Sheet & Valuation NegotiationNegotiating valuation, liquidation preference, and governance terms.
- ✓Due Diligence PreparationPreparing the data room and management team for investor due diligence.
- ✓Post-Investment Reporting SetupBuilding the reporting cadence institutional investors will expect post-closing.
How we work
Readiness Diagnostic
Assessing financial, governance and narrative readiness for institutional capital.
Story & Materials Build
Developing the equity story, pitch deck and financial model.
Investor Process
Managing outreach, meetings and process momentum with target investors.
Negotiation & Closing
Negotiating term sheet and definitive documents through to closing.
Who this is for
Growth-Stage Founders
Companies raising their first or next institutional round.
Family-Owned Businesses
Promoters opening up equity to institutional capital for the first time.
Technology & Services Companies
Businesses with scalable models seeking growth capital.
PE Portfolio Companies
Companies preparing for a follow-on or secondary round.
Your complete deliverable package
- ✓Investment readiness diagnostic report
- ✓Equity story and investor pitch deck
- ✓Investor-grade financial model
- ✓Cap table and governance cleanup recommendations
- ✓Curated PE/VC investor target list
- ✓Term sheet negotiation and closing support
What makes our approach different
Readiness Before Roadshow
We fix the fixable issues before investors ever see the data room.
Investor's-Eye View
Advisory shaped by understanding exactly what institutional investors screen for.
Relationship Access
Direct relationships across India's active mid-market PE and VC funds.
Founder-Aligned
Negotiation focused on terms that protect founder control and long-term value.