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.
