Get your Startup Investment Ready!

​Restructuring as per SEBI is a process of reorganizing the business or capital structure of a listed company in accordance with the regulations and guidelines issued by the Securities and Exchange Board of India (SEBI).

It usually involves mergers, acquisitions, demergers, spin-offs, buybacks, delistings, rights issues, preferential allotments, or other corporate actions that affect the interests of the shareholders and creditors. Restructuring as per SEBI can help you comply with the legal and regulatory requirements, enhance your corporate governance, improve your market reputation, or achieve other strategic objectives.

Planify can help you with equity restructuring that paves the way for successful fundraising and ensures your startup is ready to secure the funds it deserves.​

Restructuring of equity and debt is a process of modifying the ownership or claims of the shareholders and creditors of a company. It usually involves exchanging, converting, or canceling existing equity or debt securities for new ones with different features or values. Restructuring of equity and debt can help you resolve financial distress, avoid bankruptcy, improve solvency, increase profitability, or achieve other strategic objectives.

Planify can help you with equity restructuring that paves the way for successful fundraising and ensures your startup is ready to secure the funds it deserves.

​Capital restructuring is a process of changing the composition or structure of the capital of a company. It usually involves altering the mix of debt and equity, issuing new securities, repurchasing existing securities, or changing the terms and conditions of existing securities. Capital restructuring can help you optimize your capital structure, reduce your cost of capital, improve your liquidity, enhance your financial flexibility, or achieve other strategic objectives.

Planify can help you with equity restructuring that paves the way for successful fundraising and ensures your startup is ready to secure the funds it deserves.

​

A data projection is a process of estimating future outcomes based on historical data and assumptions. It usually involves applying statistical methods or mathematical models to analyze trends and patterns in data and extrapolate them into future scenarios. Data projections can help you forecast your revenue, expenses, cash flow, growth rate, market share, customer acquisition cost, customer lifetime value, and other key metrics.

Planify can help you create accurate projections that equip your company with the insights needed for effective planning and growth.

A term sheet is a document that outlines the main terms and conditions of an investment deal between a startup and an investor. It usually covers aspects such as the valuation, the amount of investment, the type and structure of securities, the rights and obligations of both parties, and other key clauses. A term sheet is usually prepared by the investor after conducting due diligence on the startup. However, sometimes the startup can also prepare a term sheet as a negotiation tool or a signal of interest.

Planify expertly prepares term sheets that minimize your administrative burden and maximize your chances of closing the deal.

Non-disclosure agreements are not legally required but they are highly recommended when you share sensitive information with potential investors, partners, customers, or employees. NDAs can help you prevent unauthorized disclosure or use of your confidential information by others. They can also help you establish trust and credibility with your stakeholders.

Planify expertly prepares NDAs that protect your intellectual property and business secrets.

​An NDA (Non-Disclosure Agreement) is a contract that binds the parties involved to keep confidential information secret. The duration of an NDA depends on the terms and conditions agreed upon by the parties. It can be for a fixed period of time or until a certain event occurs. For example, an NDA can be valid for one year or until the completion of a project or transaction.

Planify expertly prepares NDAs that protect your intellectual property and business secrets.

​

A valuation report is a document that estimates the worth of your startup based on various methods and assumptions. It usually includes:

​

• An overview of your startup’s history, vision, mission, product, market, customers, competitors, and financials

• A description of the valuation methods used and the rationale behind them

• A summary of the valuation results and the key drivers of value

• A sensitivity analysis that shows how changes in key variables affect the valuation

• A comparison of your valuation with similar companies or transactions in your industry

Planify can help you create accurate valuations and projections that equip your company with the insights needed for effective planning and growth.

​

To make an investment deck, you need to follow some best practices, such as:

• Keep it simple and concise

• Use clear and compelling visuals
• Tell a story that connects with your audience

• Highlight your unique value proposition
• Show how you plan to use the funds and what milestones you will achieve
• ​Provide evidence of your traction and validation

• Show how you plan to use the funds and what milestones you will achieve
• ​Include a clear call to action

Planify can assist founders with the preparation of an investment deck that follows these best practices and showcases their startup’s potential.

​

​

​

A pitch deck is a presentation that showcases your startup’s potential to investors. It usually consists of 10 to 20 slides that cover the problem you are solving, the solution you are offering, the market opportunity, the business model, the traction you have achieved, the team behind the startup, the financial projections.

Planify can help you create captivating pitch decks that capture investor attention.
​

​A due diligence checklist is a list of items that need to be verified or investigated before making an investment decision. It typically covers aspects such as the company’s history, vision, mission, team, product, market, customers, competitors, financials, legal issues, and risks.

Planify’s financial analyst team conducts rigorous due diligence and provides exclusive DD reports that bolster investor confidence.

​

Early investment for the startup can be obtained from various sources, such as angel investors, family offices, venture capitalists. Planify can help you connect with over 10,000 angel investors and family offices who are looking for promising startups to invest in.

Planify assists founders in successfully concluding deals by preparing essential documents, pitch decks, valuations, projections, due diligence, and equity restructuring

​