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Investment Banking Advisory Support

Prepare your business for a capital raise or strategic transaction through financial and execution readiness.

About Investment Banking Advisory Support

Prepare your business for a capital raise or strategic transaction through financial and execution readiness. BIAT helps define the scope, organise supporting records and coordinate the next steps for your requirement.

How we can help

  • Financial-model and funding-story preparation
  • Transaction structure and due-diligence readiness
  • Investor material and data-room support
  • Coordination with appointed regulated intermediaries

What to prepare

Prepare these records for an initial assessment. The final checklist depends on your circumstances.

  • Financial statements and forecasts
  • Capitalisation table and funding objectives
  • Material contracts and transaction proposals

Deliverables, fees & timeline

The proposed investment banking advisory support engagement starts with a review of your records and objectives. The written scope sets out deliverables, responsibilities, professional fees, applicable third-party charges and target milestones. Timing depends on document completeness, complexity and any authority or counterparty review. Ask for a scoped proposal before proceeding.

Discuss your requirement

Contact BIAT about investment banking advisory support

Call +91 9650 47 6099 or email info@biatconsultant.com. Share a brief description first; the team can confirm the appropriate channel for documents.

Your next steps

A clear scope and organised records make the engagement easier to manage.

Define the requirement

Discuss the intended investment banking advisory support scope, business context and desired outcome.

Review the records

Collect and review financial statements and forecasts and identify missing evidence.

Agree the scope

Confirm deliverables, responsibilities, fees and target milestones in writing.

Prepare & coordinate

Financial-model and funding-story preparation, followed by the agreed documentation and review tasks.

Handover & follow-up

Review the agreed output and record any follow-up actions, deadlines or ongoing obligations.

FAQ

Answers to common questions about investment banking advisory support.
Does this include underwriting or securities placement?

Those activities require the appropriate registered intermediary where applicable. Advisory preparation, fundraising execution and regulated roles must be agreed separately.