01
Executive Summary
PDF · 2 pages
The anchor document of the investor pack. Structured to communicate the opportunity, the team, the traction, and the ask with the clarity expected at a partner-meeting level of review.
Deliverables
The investor pack behind
₹447 Cr in closed rounds.
Every Meridian Bridge mandate produces a four-document investor pack and an end-to-end advisory service set. The pack is the foundation of the eighty-one transactions we have closed since 2020.
₹447 Cr
Capital raised
81
Closings
73%
Reach term sheet
57 days
Average intake-to-wire
Documentation
The investor pack.
Four documents, drafted from the founder's business and locked against the founder's sign-off before release to any investor.
02
One-Pager
PDF · 1 page
A circulation-ready summary, designed to be forwarded inside an investor firm and to retain its impact when reviewed independently of supporting materials.
03
Business Plan
PDF · 8–12 pages
The full narrative: market context, product, business model, unit economics, team, growth thesis, and use of funds. Structured to support the questions raised during due diligence.
04
Financial Summary
PDF · 3–5 pages
A three-year financial model reconciled with historical financials. Includes revenue build, cost structure, margin walk, and scenario analysis defensible under investor questioning.
Advisory services
Beyond documentation.
Documentation introduces the opportunity. Closing the round requires structured execution across each subsequent stage of the transaction.
Investor introductions
Curated outreach to family offices, growth funds, and institutional investors actively deploying in the relevant range and sector.
Q&A coordination
Investor questions are translated into clear briefs, founder responses are reviewed for completeness, and the dialogue is coordinated on the founder's behalf.
Due-diligence support
Formal diligence is managed end-to-end. Responses are batched, evidence is organised, and the founder is prepared in advance of investor meetings.
Term-sheet review
Each material clause is reviewed against current market terms — valuation, liquidation preference, anti-dilution, board composition, and founder protections.
SSA / SHA review
Definitive agreements are reviewed in detail. Material provisions are identified, negotiated, and reconciled with the executed term sheet.
Closing coordination
From signature to investor wire, closing mechanics are managed end-to-end, including condition precedents, regulatory filings, and disbursement confirmation.
Review what a mandate would produce for your business.
A short conversation with a senior advisor is sufficient to outline the documentation and the scope of services that would apply to your specific raise.