Pre IPO and IPO Fundraising - Inscite Advisory

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Pre IPO and IPO Fundraising

At Inscite Advisory, we act professionally as your CFO partner and hand-holding advisor to help you take your company public.

From choosing the right merchant banker to preparing your team for public scrutiny, from streamlining your reporting processes to liaising with stakeholders , we handhold you through every decision.

With a powerhouse team of CAs, CSs, and legal experts, and a deep understanding of IPO dynamics, we’re here to guide, support, and empower.

Because IPO success isn’t just about numbers. It’s about mindset, process, and the right people by your side.

Let’s turn your vision of going public into a well-executed strategy.

END-TO-END IPO SUPPORT SIMPLIFIED

Taking a company public isn’t just about compliance, it’s about readiness, strategy, and strong execution at every stage. At Inscite Advisory, we go beyond advisory, we act as your CFO partner, walking with you from planning to market debut.

Here’s how we support you across the IPO journey:

1

IPO Readiness Assessment

We evaluate your company’s IPO preparedness, identifying and addressing potential roadblocks.

2

Strategic Mindset Cultivation

We guide your management in adopting an IPO-oriented perspective for informed decision-making.

3

Merchant Banker Selection

We leverage our network to connect you with the ideal financial partners for your industry.

4

Financial Team Empowerment

We help your finance team with IPO-specific skills and streamline reporting processes.

5

Business Process Enhancement

We refine your internal procedures to meet public company standards and best practices.

6

End-to-End Support

We provide comprehensive liaison services throughout your entire IPO journey.

For us, this is more than just ticking boxes — it’s about preparing you for life as a listed company.

This image shows End-To-End Ipo Support Simplified

Want to dive deeper? Click the link for our detailed white paper on SME IPOs

Download Whitepaper

Pre IPO and IPO Fundraising

STEP 1

IPO READINESS ASSESSMENT

Are You IPO Ready ?

Every founder dreams of ringing the bell, seeing their company listed, and sharing that proud moment with their team.

But the truth is — the real IPO journey begins much earlier.

Step 1 is about IPO Readiness.

Before investors, regulators, and the public evaluate your company, you need to evaluate it first.

At Inscite Advisory, we conduct a comprehensive readiness assessment across six critical benchmarks.

This one assessment gives you a 360° view of your preparedness, highlighting strengths and uncovering blind spots — so when the spotlight is on, there are zero surprises.

With Inscite Advisory as your CFO partner, IPO preparation stops being overwhelming.It becomes structured, guided, and confidence-building.

STEP 2

STRATEGIC MINDSET CULTIVATION

Right decisions come from the right perspective

In the IPO journey, mindset is everything. Before numbers, filings, or compliance, success begins with leadership clarity and foresight.

At Inscite Advisory, we guide management to adopt an IPO-oriented perspective – helping leaders think strategically, act decisively, and align decisions with public market expectations.

Because in the game of IPOs, the right move at the right time makes all the difference.

Pre IPO and IPO Fundraising

Pre IPO and IPO Fundraising

STEP 3

MERCHANT BANKER SELECTION

The Right Merchant Banker Can Make Or Break Your IPO

A merchant banker isn’t just a service provider—they are the anchor of the entire process.

From preparing your story for the markets to connecting you with the right investors, the merchant banker drives momentum. But here’s the catch—choose the wrong one, and your IPO can quickly lose direction.

Don’t look for just any banker; look for the right fit.

The one who knows your industry, believes in your growth story, has the investor network to back it, and the bandwidth to execute without missing a beat.

At Inscite Advisory, we help you make that choice with confidence.

Because the right merchant banker doesn’t just complete the IPO picture—they set the stage for your success in the public markets.

STEP 4

FINANCIAL TEAM EMPOWERMENT

From daily reporting to IPO disclosures —

we empower your finance team to handle it all, smoothly

Strong IPOs are built on strong finance teams.

Your bankers, advisors, and lawyers all play their part—but it’s your finance team that carries the weight of daily reporting, reconciliations, and disclosures. If they’re not ready, the entire journey becomes harder than it needs to be.

That’s why at Inscite Advisory, I make it a point to empower finance teams before the IPO journey begins:

✔ Upskilling them on IPO-specific requirements

✔ Streamlining reporting processes

✔ Building the discipline needed for public disclosures

The result? A finance team that doesn’t just cope with IPO pressures—they inspire investor confidence and handle everything smoothly, from daily reporting to final disclosures.

Pre IPO and IPO Fundraising

Pre IPO and IPO Fundraising

STEP 5

BUSINESS PROCESS ENHANCEMENT

Inscite helps redesign your reporting, compliance, and governance so that YOU shine when the spotlight is on

One of the most overlooked parts of an IPO journey isn’t the numbers—it’s the processes behind those numbers.

What works in a private setup often falls short once you’re in the public eye. Investors, auditors, regulators – they all expect consistency, transparency, and discipline.

That’s why business process enhancement is not optional – it’s essential.

At Inscite Advisory, we guide companies through this transformation:

🔹 Strengthening reporting systems

🔹 Embedding compliance discipline

🔹Aligning governance with public company standards

The goal is simple: set up today what the markets will demand tomorrow.

Because when the spotlight turns on, your processes shouldn’t just hold up—they should shine.

STEP 6

END TO END SUPPORT

IPO journeys are marathons, not sprints Inscite runs beside you – every step, every milestone

One thing is crystal clear—this isn’t a sprint you can win by rushing. It’s a marathon where stamina, guidance, and consistency matter most.

At every stage—drafting, compliance checks, approvals, roadshows, and finally the listing—there are hurdles that test even the most prepared teams.

That’s why at Inscite Advisory, we don’t just step in at one point—we run beside you, mile after mile, ensuring you don’t lose pace when it matters most.

Because the finish line of a successful IPO isn’t about speed—it’s about endurance, resilience, and the right partner by your side.

Pre IPO and IPO Fundraising

Step 1- IPO READINESS ASSESSMENT
Are You IPO Ready ?
Every founder dreams of ringing the bell, seeing their company listed, and sharing that proud moment with their team.
But the truth is — the real IPO journey begins much earlier.
Step 1 is about IPO Readiness.
Before investors, regulators, and the public evaluate your company, you need to evaluate it first.
At Inscite Advisory, we conduct a comprehensive readiness assessment across six critical benchmarks.
This one assessment gives you a 360° view of your preparedness, highlighting strengths and uncovering blind spots — so when the spotlight is on, there are zero surprises.
With Inscite Advisory as your CFO partner, IPO preparation stops being overwhelming.It becomes structured, guided, and confidence-building.
Step 2- STRATEGIC MINDSET CULTIVATION
Right decisions come from the right perspectiveIn the IPO journey, mindset is everything. Before numbers, filings, or compliance, success begins with leadership clarity and foresight.
At Inscite Advisory, we guide management to adopt an IPO-oriented perspective – helping leaders think strategically, act decisively, and align decisions with public market expectations.
Because in the game of IPOs, the right move at the right time makes all the difference.
Step 3- MERCHANT BANKER SELECTION
The Right Merchant Banker Can Make Or Break Your IPO
A merchant banker isn’t just a service provider—they are the anchor of the entire process.
From preparing your story for the markets to connecting you with the right investors, the merchant banker drives momentum. But here’s the catch—choose the wrong one, and your IPO can quickly lose direction.
Don’t look for just any banker; look for the right fit.
The one who knows your industry, believes in your growth story, has the investor network to back it, and the bandwidth to execute without missing a beat.
At Inscite Advisory, we help you make that choice with confidence.
Because the right merchant banker doesn’t just complete the IPO picture—they set the stage for your success in the public markets.
Step 4- FINANCIAL TEAM EMPOWERMENT
From daily reporting to IPO disclosures —we empower your finance team to handle it all, smoothly
Strong IPOs are built on strong finance teams.
Your bankers, advisors, and lawyers all play their part—but it’s your finance team that carries the weight of daily reporting, reconciliations, and disclosures. If they’re not ready, the entire journey becomes harder than it needs to be.
That’s why at Inscite Advisory, I make it a point to empower finance teams before the IPO journey begins:
✔ Upskilling them on IPO-specific requirements
✔ Streamlining reporting processes
✔ Building the discipline needed for public disclosures
The result? A finance team that doesn’t just cope with IPO pressures—they inspire investor confidence and handle everything smoothly, from daily reporting to final disclosures.
Step 5- BUSINESS PROCESS ENHANCEMENT
Inscite helps redesign your reporting, compliance, and governance so that YOU shine when the spotlight is onOne of the most overlooked parts of an IPO journey isn’t the numbers—it’s the processes behind those numbers.
What works in a private setup often falls short once you’re in the public eye. Investors, auditors, regulators – they all expect consistency, transparency, and discipline.
That’s why business process enhancement is not optional – it’s essential.
At Inscite Advisory, we guide companies through this transformation:
🔹 Strengthening reporting systems
🔹 Embedding compliance discipline
🔹Aligning governance with public company standards
The goal is simple: set up today what the markets will demand tomorrow.
Because when the spotlight turns on, your processes shouldn’t just hold up—they should shine.
Step 5- BUSINESS PROCESS ENHANCEMENT
Inscite helps redesign your reporting, compliance, and governance so that YOU shine when the spotlight is onOne of the most overlooked parts of an IPO journey isn’t the numbers—it’s the processes behind those numbers.
What works in a private setup often falls short once you’re in the public eye. Investors, auditors, regulators – they all expect consistency, transparency, and discipline.
That’s why business process enhancement is not optional – it’s essential.
At Inscite Advisory, we guide companies through this transformation:
🔹 Strengthening reporting systems
🔹 Embedding compliance discipline
🔹Aligning governance with public company standards
The goal is simple: set up today what the markets will demand tomorrow.
Because when the spotlight turns on, your processes shouldn’t just hold up—they should shine.
Step 6- END TO END SUPPORT
IPO journeys are marathons, not sprints Inscite runs beside you – every step, every milestoneOne thing is crystal clear—this isn’t a sprint you can win by rushing. It’s a marathon where stamina, guidance, and consistency matter most.
At every stage—drafting, compliance checks, approvals, roadshows, and finally the listing—there are hurdles that test even the most prepared teams.
That’s why at Inscite Advisory, we don’t just step in at one point—we run beside you, mile after mile, ensuring you don’t lose pace when it matters most.
Because the finish line of a successful IPO isn’t about speed—it’s about endurance, resilience, and the right partner by your side.

Want to dive deeper? Click the link for our detailed white paper on SME IPOs

Download Whitepaper

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