Services — Dais Advisors
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Two practices,
one file on your business.

Most firms do the compliance or the advisory. We do both, from the same set of numbers — which is why the advice tends to survive contact with a diligence room.

01

Growth & Transaction Advisory

S/01

Startup Funding Advisory

Readiness diagnostics, financial models, cap-table planning, term-sheet negotiation and investor documentation through to closing. We sit on your side of the table from the first data request to the last signature.

Fundraise readiness and data-room build
Financial model and cap-table scenarios
Term-sheet review and negotiation support
Closing, filings and post-round compliance
S/02

ESOP Design & Administration

Pool sizing, vesting and exercise design, valuation support, grant paperwork, perquisite tax and ongoing scheme administration — built so the scheme still makes sense at the next round and at exit.

Pool sizing and dilution modelling
Scheme drafting, board and shareholder approvals
Valuation support and perquisite tax
Grant, vesting and exercise administration
S/03

Due Diligence

Buy-side, sell-side and vendor diligence across financial, tax and regulatory scope — with a findings register you can actually act on, ranked by what will move price and what will merely delay signing.

Financial and quality-of-earnings review
Tax, GST and statutory exposure mapping
Vendor diligence and pre-sale clean-up
Findings register with remediation plan
S/04

Virtual CFO

Monthly close, MIS and board packs, cash-flow and runway control, budgeting, and an accountable finance lead without the full-time hire — with the compliance calendar run by the same team.

Monthly close and management reporting
Budgets, forecasts and runway control
Board and investor reporting packs
Controls, approvals and process discipline
S/05

Cross-Border Structuring

Holding-structure and flip advisory, FEMA and RBI filings, transfer pricing positions, treaty analysis and repatriation planning — with a clear view of what the structure costs to run, not just to set up.

Holdco selection and flip execution
FEMA, ODI and FDI filings
Transfer pricing policy and documentation
Treaty analysis and repatriation planning
S/06

M&A and Exit Advisory

Exit readiness, valuation views, buyer and investor outreach, negotiation support, and management of the transaction to signing — including the unglamorous clean-up that decides whether a deal closes at the agreed price.

Exit readiness and value-gap assessment
Valuation views and negotiation support
Buyer and investor outreach
Transaction management to signing
02

Tax, Audit & Compliance

C/01

Income Tax

Corporate and promoter returns, advance tax, assessments and appeals, and planning that holds up under scrutiny.

— Return filing and advance tax
— Assessments, notices and appeals
— Promoter and family tax planning
C/02

GST

Registrations, monthly and annual returns, input-credit reconciliation, refunds, notices and departmental representation.

— Registrations and monthly returns
— ITC reconciliation and refunds
— Audits, notices and representation
C/03

TDS & Withholding

Deduction positions, quarterly statements, corrections, lower-deduction certificates and non-resident withholding.

— Quarterly statements and corrections
— 15CA / 15CB certification
— Lower-deduction certificates
C/04

Audit & Assurance

Statutory, internal and tax audit support, IFC and process reviews, and investor-ready reporting packs.

— Statutory and tax audit support
— Internal audit and IFC reviews
— Investor and lender reporting
C/05

ROC & Secretarial

Annual filings, board and shareholder records, charge and director filings, and clean-up of historic non-compliance.

— Annual and event-based filings
— Board and shareholder records
— Historic compliance clean-up
C/06

Registrations & Certifications

Entity incorporation, Startup India and MSME registrations, net-worth certificates and statutory attestations.

— Incorporation and entity set-up
— Startup India, MSME, IEC
— Net-worth and statutory certificates

Not sure which of these you need?

Describe the situation. We will point you at the right practice — or tell you that you do not need us yet.

Send an enquiry