Fundraising Advisory
Service Overview
Raise the right capital — from the right investors — on terms you can live with.
Navcore’s Fundraising Advisory practice helps corporates raise capital through Private Equity (PE), Growth Equity, Strategic Investors, and Private Credit / Direct Lending—with a partner-led process that combines sharp positioning, rigorous financial work, and relentless deal execution.
Whether you’re funding growth, acquisitions, expansion, working capital, or balance-sheet optimization, we help you run a clean, competitive, confidentiality-first capital raise from start to close.
Book a confidential call • Request a Fundraising Readiness Checklist
What we help you raise
Equity Capital
- Private Equity / Growth Equity
- Strategic / Corporate investors
- Minority or majority investments
- Structured equity (preferred shares, convertibles, ratchets—where relevant)
Private Credit / Debt Capital
- Private credit / direct lending (non-bank negotiated debt solutions are commonly referred to as “private credit”).
- Working capital / growth debt
- Mezzanine / hybrid financing (sits between senior debt and pure equity).
- Structured solutions (cash-flow based, asset-backed, bespoke covenants)
Liquidity / Secondary Solutions
- Promoter / shareholder liquidity (partial exit)
- Secondary sales for early investors (as part of a round)
Who this is for
This service is ideal for:
- Founder-led and mid-market companies preparing for institutional capital
- Companies planning expansion, capex, geographic entry, or acquisitions
- Businesses optimizing leverage (replacing expensive debt, extending runway, refinancing)
- Groups with multiple entities needing a clean, investor-ready structure
Our fundraising approach (the “elite” playbook)
1) Strategy & Deal Architecture
We start with what matters: outcome + constraints + leverage points.
- Capital requirement mapping (use-of-funds + runway + milestones)
- Instrument selection: equity vs credit vs hybrid
- Valuation and dilution guardrails
- Term priorities: control, covenants, liquidation prefs, downside protection
2) Investor-Ready Materials
We build the fundraising engine, not just a deck.
- Investor deck / equity story
- Financial model (revenue drivers, unit economics, scenarios, sensitivities)
- Information memorandum / lender pack (as applicable)
- Data room setup with a diligence checklist and indexing
3) Targeting & Outreach
We run a structured outreach process—confidentially.
- Curated investor list: PE / strategics / private credit funds
- Outreach sequencing + NDA control
- Funnel management: interest → calls → IOI/NBO → term sheet
4) Diligence & Negotiation Support
This is where value is protected (or lost). We stay on the front line.
- Q&A management, diligence tracker, and response coordination
- Term sheet comparison (valuation + structure + covenants + certainty)
- Negotiation support on key terms (pricing, governance, protections, escrow/holdbacks, earn-outs where relevant)
5) Closing Coordination
We coordinate with legal/tax teams to keep timelines real and execution tight.
- Closing checklist ownership
- Conditions precedent tracking
- Final documentation support and closing readiness
What you get
Depending on the mandate, you receive:
- Fundraising strategy memo + instrument recommendation
- Investor deck / lender pack + messaging
- Full integrated financial model + scenarios + sensitivity analysis
- Valuation range framework and cap table impact
- Data room checklist + diligence tracker + Q&A log
- Investor pipeline tracker + bid/term sheet comparison matrix
- Negotiation prep notes + closing plan
Why Navcore
Partner-led, finance-first, execution-obsessed.
- CFO-grade financial rigor (not generic templates)
- Sharper positioning so investors “get it” fast
- Process discipline that increases certainty and reduces distraction
- Confidentiality-first outreach and information control
- Cross-border sensibility for India-linked structures and global investors
(We work alongside your legal and tax advisors, or coordinate with them.)
Engagement models
- Retainer + success fee (common for equity raises)
- Monthly advisory (pipeline + readiness + ongoing negotiation support)
Project-based (deck + model + data room + investor list, if you want to run outreach in-house)
Connect with Navcore Global and let our experts handle the legal hassle while you grow your business.
Not sure where to start?
We’re happy to help.
Your Information Is Safe With Us. We Never Share Your Details.
What Sets Us Apart
Incredibly Accurate. Fully Compliant. Always On Time.
For US CPA Firms
How we support CPA firms
- White-label bookkeeping aligned to your firm’s charting, close standards, and review notes
- Recurring monthly close execution with documented workpapers and reconciliation packs
- Reduction of low-margin cleanup work through consistent upstream controls
- Capacity expansion for onboarding waves and seasonal workload without hiring pressure
- Structured communication with issue logs, weekly updates, and escalation paths
- Review-ready deliverables that integrate cleanly with tax prep and advisory workflows
For US-Based Businesses
How we support US businesses
- End-to-end bookkeeping support with a consistent close calendar
- Accurate reconciliations and ledger maintenance that improves reporting reliability
- Reduced internal workload and fewer last-minute corrections
- Better documentation for lenders, investors, audits, and year-end compliance
- A dedicated team that works within your existing accounting environment
Our Advisory Process
1
Discovery and accounting environment mapping
We review your books, reporting needs, close timeline, chart of accounts, and any recurring issues. We align on success metrics and responsibilities.
2
Secure onboarding and access controls
NDAs are executed where required. Access is set up using least-privilege principles and approved communication/file-sharing channels.
3
Standardization of templates and close checklist
We implement a monthly close checklist, workpaper formats, and documentation standards. Coding rules and exception handling guidelines are confirmed.
4
Ongoing bookkeeping execution
Transactions are categorized, bank/credit card accounts reconciled, and schedules maintained. Exceptions are logged and routed for resolution.
5
QA review and variance checks
We run reconciliation tie-outs, balance sheet sanity checks, and period-to-period variance reviews. Review notes and adjustments are documented.
6
Reporting and continuous improvement
You receive structured financials and a reconciliation pack. We refine processes based on recurring patterns to reduce errors and improve close speed.
1
Discovery and accounting environment mapping
We review your books, reporting needs, close timeline, chart of accounts, and any recurring issues. We align on success metrics and responsibilities.
3
Standardization of templates and close checklist
We implement a monthly close checklist, workpaper formats, and documentation standards. Coding rules and exception handling guidelines are confirmed.
5
QA review and variance checks
We run reconciliation tie-outs, balance sheet sanity checks, and period-to-period variance reviews. Review notes and adjustments are documented.
2
Secure onboarding and access controls
NDAs are executed where required. Access is set up using least-privilege principles and approved communication/file-sharing channels.
4
Ongoing bookkeeping execution
Transactions are categorized, bank/credit card accounts reconciled, and schedules maintained. Exceptions are logged and routed for resolution.
6
Reporting and continuous improvement
You receive structured financials and a reconciliation pack. We refine processes based on recurring patterns to reduce errors and improve close speed.
Why Leading CPA Firms Partner With Us?
We help accounting firms and businesses grow profitably by delivering reliable, scalable, and cost-effective outsourced accounting and tax services. As an extension of your team, we ensure accuracy, compliance, and consistency—so you can focus on advisory and growth.
25+ Years of Industry Experience
Proven expertise in US accounting, tax preparation, and compliance.
Trusted by 300+ US-Based Clients
Long-term partnerships built on accuracy, transparency, and results.
50+ Qualified Accounting Professionals
A skilled team of CPAs, CAs, and experienced accountants working as your offshore team.
100% Data Security & Confidentiality
Secure infrastructure, strict NDAs, and compliance with global data protection standards.
Up to 50% Cost Savings
Reduce overhead without compromising on quality or turnaround time.
High Responsiveness & Quality Standards
Dedicated teams, clear communication, and rigorous quality control processes.
Fundraising Advisory
Frequently Asked Questions
Yes. We deliver bookkeeping as a white-label extension of your team, following your templates, chart of accounts standards, close checklist, and review process.
Yes. Our deliverables typically include reconciliations, balance sheet schedules, exception logs, and close summaries—so the books are review-ready each month.
We support common platforms including QuickBooks Online, Xero, and workflow-aligned environments. We adapt to your existing tools and processes rather than forcing a system change.
Yes. We can take on catch-up bookkeeping through a phased plan: data intake, bank and credit card reconciliations by period, cleanup of balances, and normalization of coding rules.
We set up a structured workflow using your preferred channel (ticketing or agreed communication). Exceptions and approvals are documented to keep accountability clear and reduce email dependency.
Yes. Clean categorization, reconciliations, and vendor coding consistency directly improve tax prep efficiency and help build a more reliable year-end package, including 1099 readiness support.
We start with a discovery review, confirm scope and timeline, set up secure access, and implement templates and a close checklist. After onboarding, we begin delivery based on your next close cycle or catch-up plan.
Trust and Worth
Our Clients
