Investor Readiness India.
Know exactly where you stand.

Indian investors (VC, PE, angel) examine: (1) Financial quality — 2–3 years of clean audited accounts, a working financial model, and MIS that the founder can explain in detail; (2) Unit economics — positive or clear path to positive LTV:CAC, gross margin above 30–40% for most sectors; (3) Traction — consistent revenue growth (typically 30%+ YoY for VC, stable profitability for PE); (4) Market size — addressable market large enough to justify the investment thesis; (5) Team — relevant domain expertise and execution track record; (6) Legal cleanliness — no pending disputes, clean cap table, proper incorporation.

A data room is a secure digital repository of all documents an investor needs for due diligence. For Indian SMEs seeking Series A or PE investment, the standard data room includes: 3 years of audited financial statements (profit and loss, balance sheet, cash flow), a detailed financial model with 3-year projections and assumption documentation, monthly MIS (management information system) for the last 12–24 months, cap table documentation, all shareholder agreements, incorporation documents and MOA/AOA, IP ownership documents, key customer contracts (sanitised), HR organization chart and key employee contracts, and any existing investor agreements.

Indian Series A benchmarks vary by sector, but common reference points: LTV:CAC ratio above 3:1 (ideally 5:1+); CAC payback period under 18 months (under 12 months preferred); gross margin above 40% for SaaS, above 30% for marketplace, above 20% for physical products; net revenue retention above 100% for B2B SaaS (indicating expansion revenue). B2B services businesses are assessed differently — investors look for revenue concentration risk, client retention rate, and gross margin on delivery.

IBEAN's Virtual CFO service includes fundraising support: financial data room preparation (audited accounts, clean MIS, financial model), unit economics analysis and presentation, investor targeting (identifying the right VC/PE funds for your sector and stage), pitch deck financial section review, management of the due diligence process, and term sheet and SHA negotiation support. IBEAN does not charge a success fee — the Virtual CFO is engaged on a retainer basis and the fundraising support is part of that retainer scope.