Advisory & Finance · Per task
Project reports and CMA data
Projected financials and CMA data for term loans and working capital limits.
₹19,999onwards + GST
Next due: AOC-4 financial statements — 30 Oct (3 days)
Mon–Sat · 10:00–19:00 ISTinfo@caworks.in
Advisory & Finance
Start-up fundraising support
Financial model, valuation range, investor deck numbers and term-sheet review for your seed or Series A round.
Overview
Typical time15–30 working days
Documents3 to upload
DeliveredOnline · client portal
Reviewed bySenior expert
Financial model, valuation range, investor deck numbers and term-sheet review for your seed or Series A round.
What's included
- Three-year financial model
- Valuation range and cap table
- Deck review for numbers and unit economics
- Term sheet and due-diligence readiness
Information we need
You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.
Entity KYC
- Type of entity *
- Legal name (or proposed name) *
- Trade / brand name optional
- PAN of the entity optional
- GSTIN optional
- CIN / LLPIN / registration no. optional
- Date of incorporation / birth optional
- Registered / business address optional
- City optional
- State *
- PIN code optional
- Email *
- Mobile *
Documents usually needed
Upload these in the client portal after ordering – scans or clear phone photos are fine.
- Current financials and MIS
- Business plan
- Existing cap table
As per law
Law and sections
- Companies Act and FEMA rules on issue of shares
Who must comply
- Start-ups raising angel or venture funding
Time limits
- Before investor meetings
General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.
How it works
- Add to cartAdd this and any other services you need.
- Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
- Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
- Pay securelyBank transfer or UPI – the invoice is emailed instantly.
- Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
Advisory & Finance
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