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AADI PROJECTS - CAPITAL ADVISORY
Capital Advisory works alongside companies preparing to raise, restructure, or exit. Fee-based. Sell-side only. We do not invest in our advisory clients, do not represent investors, and do not take a position in the companies we advise.
5 Capital types
7 Advisory work areas
6 Audiences served
ON THIS PAGE The program | Work areas } Capital types | Who we work with | Engagement formats
THE PROGRAM
THE PROGRAM
A sell-side program, cleanly drawn.
A sell-side program, cleanly drawn.
Capital Advisory exists to put a senior, conflict-free voice on the company's side of the table. The work covers preparation to raise, transaction execution, and the structuring of capital across equity, debt, hybrid, non-dilutive, and special-situation instruments.
The program is fee-based. Where the structure allows it, part of the economics is tied to the outcome of the transaction. The program does not invest, does not represent investors, and does not take a position in the companies it advises.
Mandates are taken across the India–US corridor and into the markets where the firm has practitioner depth — Latin America, Europe, and Southeast Asia. Cross-border transactions are a core part of the work, not a side capability.
WORK AREAS
WORK AREAS
Seven work areas, organised around the arc of a transaction.
Seven work areas, organised around the arc of a transaction.
From the first assessment of capital readiness to the close of a transaction. Each work area is led by a partner with deep experience in the specific question, supported by sector advisors and capital-markets practitioners drawn in for the depth the situation requires.
🗐 Capital Readiness and Diagnostics
🗐 Capital Readiness and Diagnostics
Investor-readiness audit. Cap table, governance, compliance, tax, and regulatory review. Data room maturity. The work surfaces what has to be in order before a process can begin.
TOPICS
Readiness audit
Cap table
Data room
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🗠 Financial Engineering and Modelling
🗠 Financial Engineering and Modelling
Three-statement models. Unit economics and cohort analysis. Valuation across DCF, comparables, and precedent transactions. Pre- and post-money modelling. Dilution, waterfall, and LBO modelling. Restructuring scenarios.
TOPICS
Modelling
Valuation
Waterfall
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🗨 Business Plan and Investment Narrative
🗨 Business Plan and Investment Narrative
The investment memo. The teaser. The pitch deck. The CIM. Founder narrative, Q-and-A preparation, roadshow rehearsal. The substance of the company written for the audience that will decide.
TOPICS
Investment memo
CIM
Roadshow
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🔍︎ Sell-side Due Diligence
🔍︎ Sell-side Due Diligence
Vendor due diligence. Commercial, financial, technology, and ESG diligence packs prepared on the seller's behalf. Diligence defense workshops. The work is structured to put the company in the best honest position before buyer diligence begins.
TOPICS
Vendor DD
DD packs
Defence
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▦ Capital Structuring and Term Advisory
▦ Capital Structuring and Term Advisory
Capital structure design. Equity, debt, and hybrid optimization. Term sheet drafting and negotiation. ESOP and promoter equity. Liquidation preferences, anti-dilution, tag, drag, and rights of first refusal.
TOPICS
Term sheets
ESOP
Liq prefs
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🖧 Investor Matchmaking and Syndication
🖧 Investor Matchmaking and Syndication
Investor mapping and shortlisting. Warm introductions across family offices, strategic investors, and cross-border capital. Syndicate construction. The right investors, in the right order, with the right framing.
TOPICS
Investor mapping
Family offices
Syndication
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☑ Transaction Execution and Closing
☑ Transaction Execution and Closing
Process management. Bidder process coordination. Auction management where appropriate. Negotiation support through to closing. Post-close handover. Senior judgment in the room when it matters most.
TOPICS
Process
Negotiation
Closing
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CAPITAL TYPES
CAPITAL TYPES
Five categories of capital, covered.
Five categories of capital, covered.
We advise across the full capital stack. The right instrument for the situation, not the most familiar one.
i - EQUITY
From angel and seed through Series A–D, growth equity, pre-IPO, IPO, and private equity buyouts. Promoter and strategic equity. Founder-led rounds and institutional rounds, with the cap table designed for what comes next.
ii - DEBT & STRUCTURED CREDIT
Venture debt, mezzanine, structured credit, bridge financing, working capital facilities, asset-backed lending. Used where capital is the right form of partnership and the structure protects both the company and the lender.
iii - HYBRID & CONVERTIBLE
SAFEs and convertible notes. Revenue-based financing. Royalty financing. Earn-outs. Instruments designed for situations where the equity story is still forming or the timing of valuation needs to be deferred.
iv - NON-DILUTIVE CAPITAL
Grants. Government schemes including DPIIT and Startup India routes. R&D credits. Multilateral and development finance. CSR-linked capital. Often overlooked. Frequently the right first dollar.
v - DISTRESSED & SPECIAL SITUATIONS
Turnaround capital. Capital for IBC and resolution processes. Stressed asset sales. Founder secondaries and liquidity. Wind-down financing. Restart capital. Where the structure of the situation makes the structure of the capital harder.
WHO WE WORK WITH
WHO WE WORK WITH
Six kinds of company, with the same seriousness.
Six kinds of company, with the same seriousness.
Founders raising first capital, owners planning generational change, partnerships restructuring equity, businesses in formal resolution. The work is shaped by the situation, not the size.
ꆜ Founders raising first capital
ꆜ Founders raising first capital
From pre-seed through Series A. The first institutional round is the one that shapes everything that follows. Done carefully.
𖠿 Mid-market enterprises in capital reset
𖠿 Mid-market enterprises in capital reset
Growth equity, recapitalisations, and strategic capital for companies past the early-stage but not yet in the hands of large-cap private equity.
𐀪𐀪 Family businesses planning transitions
𐀪𐀪 Family businesses planning transitions
Generational change. Succession financing. Liquidity for some family members while preserving control for others. The structure matters as much as the price.
𖨆𖨆 Partnerships restructuring equity
𖨆𖨆 Partnerships restructuring equity
Partner buyouts. Equity reset between co-founders. Bringing in a strategic partner without fracturing the partnership that built the business.
⟳ Spin-offs and carve-outs
⟳ Spin-offs and carve-outs
Stand-up capital for newly independent businesses. Carve-out financing. Conglomerate de-mergers and the capital that needs to follow.
⚠ Companies in formal resolution
⚠ Companies in formal resolution
Distress capital, IBC and resolution-process financing, and rebuilds after one. Where the structure of the situation makes the structure of the capital harder.
HOW WE WORK
HOW WE WORK
Four working principles.
Four working principles.
Held across both programs, on every mandate. Stated plainly, held without exception.
𖨆𖨆
Partner-led
Each engagement is led directly by the managing director who runs the program, supported by the firm's advisor network for the sector or transaction depth the situation calls for.
⛉
Disclosed economics
Fees, success components, equity participation, and any cross-program participation are disclosed in writing before an engagement begins. We do not work on terms a client has not seen.
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Held under separation
The two programs operate under separate legal entities, with an information firewall between them. Co-investment alongside an advisory client is made explicit, disclosed, and consented to before it occurs.
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Corridor-fluent
Built on the India–US corridor with capital relationships, advisor depth, and transaction experience extending into Latin America, Europe, and Southeast Asia. Cross-border by design, not accident
Why this practice exists
Why this practice exists
Strategy and capital are converging. The most consequential conversations now happen at the intersection. We have organised the practice to be in the room.
For capital advisory engagements, please get in touch.
start@aadiprojects.com
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