Investor Business Plan

Get across the table with the investors:
• Bespoke Investor Pitch Deck
• Justifiable Financial Projections
• Company Valuation Model

₹ 14,999 onwards

(All Inclusive)

Investor Business Plan

  • Get across the table with the investors:
  • Bespoke Investor Pitch Deck
  • Justifiable Financial Projections
  • Company Valuation Model

Just @ Rs 14,999 onwards
(All Inclusive)

What's Included?

  • Investor Pitch Deck
  • Bespoke Designer Deck
  • 10 to 15 Slides
  • Upto 2 Revisions
  • Financial Projections
  • 3 to 5 Year Projections
  • Upto 4 Revenue Streams
  • Upto 2 Revisions
  • Company Valuation Model
  • Discounted Cashflow Model
  • Valuation upto ₹ 30 Crs

Benefits of a Business Plan

Impactful Presentations

Higher Investment Probability

Justifiable

Investor Friendly

Ease of Funding

Better Tax Planning

Private Equity & How it's Done?

One of the most important and time-consuming tasks for startups is the process of fundraising. While raising funds cannot be the ultimate goal of the business – it is definitely a means to an end. A lot of people believe fundraising to be an art, but after helping over forty startups raise funds.

 

We at BizExpress think it’s more of a science.

A pitch deck is akin to the Curriculum Vitae (CV) you use while you’re applying for a job. Quality of the Pitch Deck decides if you get to meet the potential investor. A typical investor will receive hundreds of business plans every month so yours has to be the one that stands out. A successful Pitch Deck typically requires a neat design and crisp content. It has to communicate the vision, business model, financial projections, the brand story, and a lot more in a few slides.

Here are some of the most important things we coven in our Pitch Decks:

  • Elevator Pitch
    A short summary of your business proposition. Usually, just a few words that would define your business broadly.
  • Problem Statement
    A detailed understanding of the market problem your business is trying to solve with the clear answer to ‘why’ the problem needs to be solved.
  • Different Solutions to the Problem
    Different approaches to solving the problem defined in the problem statement. Not necessarily the approach your business will be taking but a broad commentary on different solutions available out there.
  • Market Research
    A deep analysis on the current market scenario with facts and figures backed by real data. This is where we talk about the problem and the solution not based on the founders’ understanding but based on facts.
  • USP & Business Model
    Time to define your solution to the problem with a detailed business strategy. This is where we define our product innovation, go-to-market strategy, and current traction if any.
  • Competitive Landscape
    A detailed study of market competitors and their USP versus our USP. It is as important to point their strengths out as to point their weaknesses. The aim here is to highlight how we are positioned to exploit their weakness and mitigate the strength with our unique approach.
  • Team Profile
    This is arguable the most important Pitch Deck component for the early-stage pre-revenue businesses. After all – the success of any business depends on the core leadership team and the investors are always keen to learn more about the people they will potentially be investing in!

 

Fundraising is not a business-as-usual activity and it’s not something the founders are expected to be expert at unlike say daily operations or core business activity/technology. Most of the first-generation entrepreneurs will likely have no prior experience with the fundraising process. Considering the entire process can take six to eight months from the time the business plan is shared with an investor – it gets very tiresome and even frustrating without proper support from seasoned mentors and investors. Our in-house team of Chartered Accountants and investment experts can help you navigate this phase with ease.

While we can’t guarantee investments – we do our best to connect our clients to potential investors. For the success of the business – It is very critical to raise investment from the ‘right’ investors. We understand both the clients’ and the investors’ needs and are in a position to make the best-suited connect based on the industry preference and risk appetite of the investors. If you choose us represent for you, we can help you by being part of your investor calls and investor meetings. While the investor will invest in you and your business story, we can help by thoroughly researching your business and having all the financial and valuation numbers handy!

Once the investor decides to invest and you have a term-sheet in your hand, the focus shifts on due diligence and ensure all the corporate compliances are in place. We can help you navigate the term-sheet and our legal team will ensure your interests are protected. Our finance team meanwhile will help you negotiate a fair valuation and will build fail-proof financial structure and process. Since we are a one-stop provider, we’ll also help you out with all the mandatory compliances like PF, ESI, Annual Filings, and any other labour law your business has to legally comply with.

The Equity Process

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1
Get an Awesome Business Plan
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2
Connect with the Investor
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Due Diligence
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4
Term Sheet Signing
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5
Disbursement of Amount

What is a Private Equity?

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So Let's Begin?

An entrepreneur’s enthusiasm can answer questions of finance, resources, target audience, publicity, growth forecast and so on.  But the enthusiasm falls short to answer questions cost and time of starting a business, liability – personal or corporate when things do not go as planned. When the business is faced by an unforeseen circumstance or a sudden change in policy, or internal mismanagement. How do we address these questions? 

 

The answer lies in going to and not going back to basics i.e business registration. It is fundamental to consider these questions especially that of liability at the time of starting the business. The current corporate legal fabric of India allows entrepreneurs to consider several types of entities for business registration

 

Initiation of a business with a company registration is the most common form of business entity chosen by entrepreneurs. A private limited company is registered under the Companies Act, 2013 and has the following key features:

 

    1. A minimum of 2 directors and a maximum of 7 directors are required for the company registration.
    2. There is no minimum amount of capital requirement. 
    3. The private limited company cannot invite members of the general public to subscribe to its shares like in the case of a public company. A private limited company can offer shares only by way of a private placement. 
    4. The shares are not freely transferable and can be transferred only as per the provisions of the articles of association. 
    5. Except in the instances of fraud, directors of a private limited company do not attract any personal liability.

 

The process for the registration of a private limited company is as under:

 

Step No. 1 – Name reservation: The first step towards the incorporation of a company is choosing a name. While choosing a name it is important to ensure that no existing companies are operating under the same name. This name availability process can be undertaken on the website of the Ministry of Corporate Affairs (“MCA”). In addition to undertaking the process of checking for availability of names on the website of the Ministry of Corporate Affairs, it is wise (though not compulsory) to undertake this process on http://www.ipindia.nic.in/ to ensure that the name of the company can also be registered as a trademark eventually. The applicant must create an account on the website of the MCA and click of the icon “RUN”. In this eForm, the applicant must provide the proposed name along with any other comments like objects, trademarks etc. The name check facility in the eForm is an auto check facility. An applicant can attach the required files (example: NOC for use of the same name as the of an existing company) as an attachment to the eForm. After completion of these steps, the applicant must submit the form and pay fees of INR 1000. On payment of fees, a challan will be generated which must be saved for its SRN. On the successful completion of this process, the name is reserved for 20 days within which the incorporation of a company must be completed. It is not mandatory to file form RUN. The same process can be undertaken while filing eForm SPICe.

 

Step No. 2 – Procure Digital Signature Certificate: The company registration process requires electronic filing and submission of the requisite forms. A digital signature certificate (“DSC”) is used for the purpose digitally signing all eForms. The DSC is issued be a Certifying Authority on submission of original supporting documents and self-attested copies. A DSC is valid for two years. 

 

Step No. 3 – Preparation of documents required for incorporation: 

The following documents are required to be submitted at the time of filing the company registration form and must be kept readily available at the time of filing:

 

  • Procuring Director Identification Number: A Director Identification Number (“DIN”) is an 8-digit unique identification number required to procured by all persons who intend to be a director in any company. The application for a DIN is required to be filed in eForm DIR – 3 along with a passport size photograph, self-attested address proof document i.e. Aadhar, passport etc and a copy of the PAN card. However, it is not mandatory to procure the DIN before the submission of the eForm SPICE for incorporation (provided below) and can be procured in eForm SPICE itself. If a director or a subscriber (in case of an MoA or an AoA) does not have a DIN at the time of filing eForm SPICE, then a proof of identity and address of all such director/subscriber must be attached.
  • Draft of Charter Documents: As per the Companies Act, 2013, a private limited company is required to mandatorily have Memorandum of Association (“MoA”) and an Articles of Association (“AoA.”) A MoA is a document that exhaustively defines the objectives for which the company is being incorporated i.e the permitted business activities of a company. An AoA is rules and regulations pertaining to the management of a company. The Companies Act, 2013 provides for certain standard drafts that can be adopted by a company as is or with minor tweaks. The MoA and AoA are required to be filed in SPICe MOA (INC-33) and form SPICe AOA (INC-34).
  • Statement of first directors in eForm DIR -2.
  • Declaration of first directors along with a copy of identity proof in INC – 9.
  • Proof of registered office address and copies of utility bills that are not older than two months.
  • If the proposed name is based on a registered trademark or is the subject matter of an application pending for registration under the Trade Marks Act, then it is mandatory to attach approval of the owner/applicant of the trademark.
  • If proposed name requires approval from any sectoral regulator, then it is mandatory to attach (if already received) an in-principle approval from the concerned regulator.
  • If any subscriber to the proposed company is a company incorporated outside India, then it is mandatory to attach a copy of the certificate of incorporation of the foreign body corporate and the resolution passed for the intended incorporation.
  • If any subscriber to the proposed company is a company itself, then it is mandatory to attach a copy of the resolution passed by the promoter company.
  • In case the name is similar to any existing company, then it is mandatory to attach a certified true copy of a no-objection certificate by way of board resolution. 
  • In case any of the directors have any interest in the proposed company, then it is mandatory to attach a declaration of interest of the first director(s) in other entities.

 

Step No. 5 – File eForm SPICe for incorporation of a company: eForm SPICe is a single-window form for the registration of a company and/or allotment of DIN and/or application for PAN and TAN. The above-listed documents are required to be attached with the eForm. Stamp duty and registration fees are payable depending on the share capital of the company.

 

Step No. 6 – File eForm AGILE for GST, ESIC and EPFO registration: After eForm SPICe is filed for the registration of a company, the applicant is also required to file eForm AGILE. eForm AGILE is a single-window form for registration of Goods and Services Tax Act, 2017, Employee State Insurance Corporation Act, 1948 (“ESIC Act”) and the Employee Provident Funds Act, 1952 (“EPF Act.”) The eForm must be submitted along with a proof of principal place of business (property tax receipt, municipal khata copy, electricity bill, rent/lease agreement, consent letter, rent receipt with NOC), proof of authorisation of authorized signatory and specimen of the authorized signature.

 

Once the above steps are completed and eForms SPICe and AGILE are approved, a company is registered and a Company Identification Number (“CIN”), GSTIN, PAN, TAN, foundation code under the EPF Act and employer code under the ESIC Act will be provided. It is important to note that while eForm AGILE registers a company for ESIC and EPFO, the compliance under the ESIC Act and the EPF Act will only be required to be undertaken once the required thresholds under these legislations are met.

 

After the allotment of CIN, a Company is required to undertake post incorporation compliances like intimation of registered office address, preparing the letterhead of the company as per the requirements of Companies Act, 2013, appointment of an auditor, first AGM etc.

F.A.Q.

A Pitch Deck is a brief summary of your business idea, current scale & future prospects. It lays down the journey and the growth plan of your business.

Since every business is unique, there is no one-size-fits-all version of a Pitch Deck. We recommend customizing your deck as per your business requirements and your profile. Also, since an investor will typically receive hundreds of decks every month, it is important for you to stand out and be different.

No. We can’t guarantee an investment since it is at investors’ discretion. We can prepare a winning Pitch Deck for you and can guide you for the investor calls. We can also connect you to the right investors according to your business activity.

We would love to be invested in your success! We can work out a structure where you can pay us a success fee in lieu of one-time payment upfront. However, we can’t work with zero upfront fees because a lot of time and effort is invested in understanding your business while we prepare your Pitch Deck for you. We have qualified professionals with more than 10 years of experience guiding you through the process and hence we charge an upfront fee as well.

Your data and your idea are absolutely safe with us. Your data is stored on secured servers and all our professionals have signed an NDA with us. We can also sign an NDA with your company if required.

We have helped over 40 companies raise equity funding till-date. Our success rate is an industry-leading 30%.

What you see is what you pay. No hidden charges. Period.

We usually complete the deck in 15 business days. However, this depends on your availability since we prefer an extensive conversation with the founder and the founding team while preparing the Pitch Deck.

Giving a firm timeline is difficult as this depends on multiple factors like your industry, current business scenario, liquidity in the markets, etc. We have had clients who have raised money within 2 months and we have seen some clients take 9 – 12 months to raise the money. As a general rule, you can expect to raise money within 4 – 6 months.

Sure. Please contact us and let your BizExpert know about your requirement. We would be happy to share few of our previous works with you. For confidential reasons – we will only be able to share a few slides after getting consent from the business owner.