We deliver integrated advisory services across tax strategy, capital optimization, regulatory compliance, and strategic finance—enabling growth-stage companies to transform their financial operations from cost centers into competitive advantages.
Our tax architecture practice goes beyond annual compliance to design multi-year strategies that reduce effective tax rates by 15-22% while ensuring full regulatory compliance across jurisdictions. We work with companies operating across India, Singapore, UAE, and United States to optimize entity structures, transfer pricing arrangements, and cross-border transactions.
We begin by conducting comprehensive analysis of your current tax position, revenue flows, and growth trajectory. This enables us to identify optimization opportunities across entity structuring, transfer pricing, and tax treaty utilization. Our recommendations integrate with your broader business strategy, ensuring tax efficiency doesn't constrain strategic flexibility.
Entity structure design for multi-jurisdiction operations, including holding company location, intellectual property ownership, and cross-border service arrangements.
OECD-compliant transfer pricing frameworks that optimize profit allocation while withstanding regulatory scrutiny across jurisdictions.
Strategic utilization of bilateral tax treaties to minimize withholding taxes on cross-border payments and prevent double taxation.
Proactive monitoring of tax law changes across operating jurisdictions with strategic recommendations for necessary restructuring.
Our capital structure practice helps founders preserve equity while enabling talent acquisition and maintaining investor alignment. We design ESOP and SAR programs, optimize cap tables before funding rounds, and structure convertible instruments that balance dilution concerns with growth financing needs.
We create tax-efficient equity compensation programs that attract senior talent without excessive founder dilution. This includes comparative analysis of ESOP pools across India, Singapore, and Delaware structures, vesting schedules aligned with value creation milestones, and liquidity mechanisms that balance employee and company interests.
Cap table rationalization, share class restructuring, and equity pool sizing designed 6-12 months before targeted fundraising rounds.
Complete ESOP program design including pool sizing, grant policies, vesting schedules, and exercise mechanisms optimized for tax efficiency.
Strategic structuring of convertible notes and SAFEs balancing founder dilution protection with investor return expectations.
Structuring and execution support for founder secondary sales and employee liquidity programs that maintain alignment.
Our fractional CFO service provides strategic financial leadership without full-time executive overhead. We embed with leadership teams to deliver board-ready reporting, investor relations management, financial planning and analysis, and strategic decision support—typically at 40-60% the cost of a full-time CFO hire.
We establish monthly financial reporting frameworks that provide visibility into unit economics, burn rate dynamics, and key performance indicators. Quarterly board packages synthesize financial performance, strategic initiatives, and forward-looking projections. We manage investor communications, coordinate fundraising processes, and provide strategic guidance on M&A opportunities, pricing strategy, and international expansion.
Comprehensive financial reporting including P&L analysis, cash flow forecasting, and key metric dashboards with strategic commentary.
Quarterly board package preparation, presentation attendance, and strategic financial guidance to board committees.
Financial model development, data room preparation, due diligence coordination, and term sheet negotiation support.
Scenario modeling for strategic decisions including pricing changes, geographic expansion, and M&A opportunities.
We provide comprehensive M&A advisory across buy-side due diligence, sell-side preparation, deal structuring, and post-merger integration. Our practice has supported transactions ranging from ₹50 crore to ₹2,000 crore across SaaS, fintech, marketplace, and deep-tech verticals.
For buyers, we conduct financial, tax, and operational due diligence identifying material risks and value creation opportunities. This includes quality of earnings analysis, working capital assessment, tax exposure identification, and synergy quantification. For sellers, we prepare comprehensive data rooms, optimize pre-transaction positioning, and support management presentations to maximize valuation outcomes.
Comprehensive financial, tax, and operational analysis identifying risks, validating assumptions, and quantifying synergies.
Data room preparation, management presentation support, and strategic positioning to maximize transaction value.
Transaction structure optimization balancing tax efficiency, regulatory requirements, and commercial objectives.
Post-merger integration roadmap covering finance, tax, compliance, and operational workstreams.
Schedule a consultation to explore how our integrated capabilities can address your specific growth challenges.