At Xpertiz, we recognize that fundraising is more than just securing capital — it’s about aligning the right investors with your long-term business vision. We provide comprehensive fundraising advisory across both equity and debt instruments, designed to meet the dynamic needs of high-growth startups, mid-sized enterprises, and family-owned businesses. Our approach is rooted in deep financial acumen, market intelligence, and a network-driven execution strategy. From early-stage venture rounds to structured private placements and debt syndication, we develop capital-raising solutions that are tailored to your specific business lifecycle and growth objectives. With experience in navigating complex investor landscapes, including venture capital firms, private equity funds, NBFCs, banks, family offices, and strategic corporate investors, we help you present a compelling financial narrative backed by data-driven projections and sound capital structuring. Whether your goal is to raise seed capital, fund expansion, or refinance operations, Xpertiz ensures a seamless and strategic fundraising journey — from planning and investor outreach to deal closure and beyond.
Best M&A & Fundraising in Bangalore, delivering solutions across the globe.
Backed by 100+ clients and managing over $5B in live transactions.
Backed by 30+ years of strategic and financial expertise.
1. Internal financial audit and capital requirement assessment
2. Designing of capital structure and investor pitch
3. Preparation of marketing materials (Deck, CIM, Financial Models)
4. Building and targeting an investor shortlist
5. Outreach and investor qualification
6. Initial investor calls and feedback iterations
7. Receipt and comparison of term sheets
8. Negotiation of commercial terms and SHA/SSA agreements
9. Investor due diligence support and query resolution
10. Legal documentation and regulatory compliance
11. Fund transfer coordination and deal closure
12. Post-funding performance tracking and investor updates
1. Strategic Capital Road mapping
Customized capital plans aligned with business stage — from seed and Series A-C to growth and pre-IPO rounds.
2. Holistic Capital Needs Assessment
Comprehensive analysis of equity and debt requirements based on business lifecycle and expansion goals.
3. Targeted Investor Mapping & Engagement Planning
Segmented outreach strategy across venture capital, private equity, family offices, NBFCs, banks, and alternative lenders — with tailored engagement frameworks for each cohort.