Who is this for?
- Angel investors and syndicates booking an exit or partial liquidity.
- VC / family offices closing secondary, buyback or strategic sale.
- Founders managing investor exits, cap table clean-up or promoter re-entry.
Plan your next investment exit like a full transaction, not an afterthought
Share your current shareholding, documents and proposed deal. We will map your options and build a transaction path that protects you on paper and in practice.
Designed for Investors, Founders and Family Offices
When should you call us?
- Term sheet for sale / buyback / secondary is on the table.
- You are negotiating valuation, lock-ins, earn-outs or indemnities.
- Multiple closings, tranches, consents or regulator filings are involved.
What do we actually do?
- Structure the route, instruments and mechanics for the exit.
- Draft & negotiate full document stack – from term sheet to closing schedule.
- Coordinate cap table, filings, compliance and post-closing actions.
End-to-end transaction journey we manage
Exit Strategy & Deal Blueprint
We map the objective (full exit, partial exit, promoter re-entry, strategic sale or secondary) and recommend the cleanest route and instruments with an eye on tax, regulation and future rounds.
- Stake mapping and rights review from existing documents.
- Scenario analysis: full vs phased exit, primary vs secondary.
- High-level route note for all stakeholders.
Term Sheet & Commercials Lock-in
We help paper the commercials you have negotiated – price, structure, timelines, conditions, IL&FS – into a sharp term sheet that anticipates documentation and closing mechanics.
- Checklist of key economics and non-negotiables.
- Drafting / review and negotiation of term sheet.
- Mapping of conditions precedent and conditions subsequent.
Structuring, Approvals & Diligence
Before drafting the final documents, we align structure with corporate, FEMA, sectoral and fund-side constraints and flag any red or amber issues early.
- Corporate & secretarial health check; cap table sanity.
- Investor / board / lender consent roadmap.
- Regulatory touchpoints (FEMA, SEBI, sector regulators, if any).
Document Stack & Negotiation
We prepare, review and negotiate the full suite of documents that actually carry your rights, protections and money flow.
- Share Purchase / Subscription Agreements, SHA / Amended SHA.
- Escrow, indemnity, earn-out and non-compete arrangements.
- Closing deliverables schedule and signing pack templates.
Closing, Money Flow & Filings
We turn signatures into a legally complete closing – shares transferred, money received, registers updated, filings done.
- Coordination of escrow releases and payment tranches.
- Share transfer, allotment, register updates and cap table.
- MCA, FEMA and other statutory filings with timelines.
Post-Closing & Dispute-Proofing
After money hits the bank, we ensure the paper trail matches the economics and that future disputes have very little room to grow.
- Post-closing secretarial & compliance checklist.
- Rights re-alignment: vetoes, information, board seats, drag/tag.
- Archival of final documents & transaction bible.
Turn messy exits into clean, enforceable transactions
Most disputes come from exits that were “almost documented”. We build a transaction where rights, cashflows and consents are recorded clearly enough to survive audits, future fundraising and litigation.
- Clarity on consideration: price, earn-outs, adjustments, timing.
- Clarity on rights: who keeps what after the exit.
- Clarity on compliance: filings and registers match the deal.
Frequently Asked Questions
We manage end-to-end exits—secondary/strategic sale,
buyback, promoter/PE exit, IPO/OFS prep—covering
documentation, approvals, escrow mechanics, closing
checklists, and post-closing filings.
All applicable steps such as MCA/ROC filings,
SEBI/regulatory disclosures (where relevant), FEMA/RBI
reporting for cross-border flows, STT/stamp duty checks,
and cap-table/register updates.
We validate consideration, taxes, and costs; prepare a
waterfall statement (prefs, liquidation overhangs, ESOP,
ratchets), coordinate escrow/RTGS, and issue closing
statements and TDS/TCS artefacts.
We align exits with prevailing tax rules, compute
withholding, obtain certificates (as applicable), and
support repatriation/remittance documentation with banks
and custodians for smooth fund movement.
Dedicated data rooms, version-controlled docs,
maker-checker approvals, indemnity and escrow tracking,
and a post-closing compliance pack (filings, proofs,
acknowledgements) for your records and audits.
Connect with us
Your vision, our expertise. Connect with us to explore possibilities. We will be happy to hear from you.
