Raising capital or entering into a strategic partnership often hinges on how well the deal is structured. Deal structuring is not just about valuation or capital it’s about creating a balanced, win-win framework that aligns both investor expectations and the entrepreneur’s long-term goals.
We help businesses design, analyze, and negotiate deal terms to ensure that investment or acquisition deals are strategically sound, legally compliant, and financially sustainable. This includes selecting the right investment vehicle equity, debt, convertible instruments, or hybrid models and defining rights, obligations, and exit terms clearly.
A core part of our support lies in evaluating investor term sheets, identifying red flags (like liquidation preference, anti-dilution, or restrictive clauses), and preparing counter-proposals where needed. We bring clarity and negotiation strength to founders, especially first-time entrepreneurs navigating unfamiliar financial jargon.
Our experts coordinate closely with legal advisors and chartered accountants to ensure your deal complies with Indian regulations such as FEMA, Companies Act, SEBI, and income tax provisions. We also assist in preparing cap tables, shareholder agreements, and investment decks tailored to the deal dynamics.
Investor negotiations are not just about money they involve communication, trust, and future alignment. We assist in negotiating key terms like board representation, veto rights, performance-linked milestones, and exit obligations so that the deal remains founder-friendly but investor-safe.
Whether it’s a seed round, Series A fundraise, strategic acquisition, or PE buyout, we provide end-to-end support to structure deals that attract capital while securing your company’s future.
Customize shareholder rights, exit clauses, ROFR/Tag Along provisions.
Design smooth exit paths for both founders and investors
For joint ventures, partial acquisitions, or strategic funding deals.
We don’t believe in one-size-fits-all auditing. At Pawan Lohia & Associates, every Risk-Based Internal Audit begins with an in-depth understanding of your business model, industry dynamics, and regulatory exposure. Our team collaborates closely with your internal stakeholders to prioritize risk areas, define scope, and execute detailed audits with a strategic lens.
Deal structuring defines how a business transaction usually investment or acquisition will be executed. It includes deciding the type of funding (equity, debt), ownership stakes, rights and duties, exit mechanisms, and risk sharing. A good structure balances investor interests with business viability and founder control.
Yes. We review investor term sheets, explain key clauses in simple terms, highlight risks, and prepare suggested edits or counter-points. This ensures founders don’t sign away critical rights unknowingly.
Yes, where authorized, we participate in investor meetings or communicate with their advisors. We can also coach founders before such meetings to improve clarity and confidence during negotiations.
Yes, we coordinate with legal counsel to draft or vet Shareholders’ Agreements (SHA), Subscription Agreements (SSA), and other legal documents to ensure all negotiated terms are accurately recorded.
Equity funding involves immediate ownership dilution. Convertible instruments like CCDs or CCPS defer valuation and ownership decisions to future events (like next funding round or revenue target). Which is better depends on your current stage, investor preferences, and growth strategy.