Investment Support

Enhance your investment strategies with expert support in due diligence, transaction documentation, and company liaisoning, facilitating informed and strategic decisions.

How can we help?

Due Diligence

Our services provide a detailed evaluation of a startup’s financial, legal, tax, and compliance aspects, offering you a clear understanding of the company’s strengths and vulnerabilities. This ensures that your investment decisions are informed and aligned with your financial goals.

Services Offered: –

Financial Due Diligence: In-depth analysis of financial statements, revenue models, and forecasts to verify the startup’s financial health and sustainability.
Legal Due Diligence: Comprehensive review of legal contracts, intellectual property rights, and compliance with applicable laws, ensuring there are no legal pitfalls.
Tax Due Diligence: Detailed assessment of tax obligations, liabilities, and opportunities for tax optimization, minimizing potential risks.
Compliance Due Diligence: Evaluation of the startup’s adherence to regulatory standards, ensuring that all operations are conducted within the legal framework.
Vendor Due Diligence: Thorough review of the financial, legal, and operational standing of vendors to mitigate risks and ensure reliability in vendor relationships and partnerships.

Transaction Agreements

Our expertise in structuring and negotiating transaction agreements ensures that every aspect of the investment is carefully considered, reducing the risk of disputes and ensuring a smooth transaction process.

Services Offered: –

Share Purchase Agreements: Comprehensive drafting and negotiation to outline the terms and conditions of share transfers, ensuring your rights are protected.
Shareholder Agreements: Custom agreements to establish clear terms between shareholders, including rights, obligations, and dispute resolution mechanisms.
Investment Agreements: Detailed agreements that define the terms of the investment, including valuation, payment structure, and investor rights.
Term Sheets: Preparation and review of term sheets to set out the key terms and conditions of the proposed investment before entering into more detailed agreements.
Escrow Agreements: Secure handling of funds and assets through well-structured escrow agreements that provide peace of mind during the transaction process.

Transaction Advisory

Our Transaction Advisory services provide investors with strategic insights and customized solutions that align with your investment goals. We ensure that every transaction is structured to achieve optimal tax efficiency, regulatory compliance, and financial success.

Services Offered: –

Tax Structuring: Tailored tax solutions that ensure your investment remains compliant while optimizing your financial strategies.
Transaction Tax Advisory: Guidance on the tax implications of transactions to minimize liabilities and enhance profitability.
Cross-Border Taxation: Expertise in managing tax challenges and opportunities in international transactions, ensuring compliance with global tax regulations.
ESOP & Cap Table Structuring: Strategic planning and structuring of employee stock options and capitalization tables to align with long-term business objectives.
Transfer Pricing: Comprehensive services to ensure that intercompany transactions are compliant with transfer pricing regulations.
Investment Instrument Analysis: In-depth analysis of various investment instruments (equity shares, preference shares, debentures, convertible notes, warrants, etc.) to determine the best options for your financial strategy.

Due Diligence

Services Offered: –

Financial Due Diligence: In-depth analysis of financial statements, revenue models, and forecasts to verify the startup’s financial health and sustainability.
Legal Due Diligence: Comprehensive review of legal contracts, intellectual property rights, and compliance with applicable laws, ensuring there are no legal pitfalls.
Tax Due Diligence: Detailed assessment of tax obligations, liabilities, and opportunities for tax optimization, minimizing potential risks.
Compliance Due Diligence: Evaluation of the startup’s adherence to regulatory standards, ensuring that all operations are conducted within the legal framework.
Vendor Due Diligence: Thorough review of the financial, legal, and operational standing of vendors to mitigate risks and ensure reliability in vendor relationships and partnerships.

Transaction Agreements

Services Offered: –

Share Purchase Agreements: Comprehensive drafting and negotiation to outline the terms and conditions of share transfers, ensuring your rights are protected.
Shareholder Agreements: Custom agreements to establish clear terms between shareholders, including rights, obligations, and dispute resolution mechanisms.
Investment Agreements: Detailed agreements that define the terms of the investment, including valuation, payment structure, and investor rights.
Term Sheets: Preparation and review of term sheets to set out the key terms and conditions of the proposed investment before entering into more detailed agreements.
Escrow Agreements: Secure handling of funds and assets through well-structured escrow agreements that provide peace of mind during the transaction process.

Transaction Advisory

Services Offered: –

Tax Structuring: Tailored tax solutions that ensure your investment remains compliant while optimizing your financial strategies.
Transaction Tax Advisory: Guidance on the tax implications of transactions to minimize liabilities and enhance profitability.
Cross-Border Taxation: Expertise in managing tax challenges and opportunities in international transactions, ensuring compliance with global tax regulations.
ESOP & Cap Table Structuring: Strategic planning and structuring of employee stock options and capitalization tables to align with long-term business objectives.
Transfer Pricing: Comprehensive services to ensure that intercompany transactions are compliant with transfer pricing regulations.
Investment Instrument Analysis: In-depth analysis of various investment instruments (equity shares, preference shares, debentures, convertible notes, warrants, etc.) to determine the best options for your financial strategy.

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And Take Accountability.

TALK TO OUR EXPERTS

Trusted by

We have engaged with Jitesh and the team at TreeLife on multiple assignments through our journey. TreeLife has been super helpful and have made positive contributions in multiple transactions spanning legal, financial and engagements involving our key acquisitions at Raise. We highly recommend associating with them.

Pravin Jadhav | Founder, Raise Financial Services