nextepsolutionFunding, restructuring, and CFO advisory for business growth and investment readiness.
From seed funding to PE rounds, from cash flow crises to IPO readiness — our financial advisory team connects businesses with the right capital and structures. Services include fund raising, financial restructuring, CFO-as-a-service, tax planning, and investor-ready pitch preparation.
Capital is the oxygen of every growing business, yet most Indian SMEs are chronically under-funded and over-leveraged at the same time — expensive informal debt on one side, untapped formal funding on the other. The difference between businesses that scale and businesses that stall is rarely the idea; it is financial structure, discipline, and access.
Our financial services vertical brings institutional-grade finance capability to SMEs: the same modelling, structuring, and investor access that large corporates take for granted, delivered at a scale and price that works for growing businesses.
This is our umbrella financial practice, with eight specialised services under it: business loan assistance, investor and fundraising advisory, financial restructuring, subsidy and tax planning, project finance and government schemes, M&A financial due diligence, CFO-as-a-service, and compliance and tax filing.
You can engage a single service or combine them — for example, restructuring existing debt while preparing a fundraise, or adding a virtual CFO after a funding round to keep investor reporting clean. Explore each sub-service below for full details.
SMEs seeking working capital or expansion funding, startups raising angel to Series A rounds, stressed businesses that need debt restructured before it becomes critical, and profitable companies leaving money on the table in taxes and subsidies. Wherever your finances are today, there is a structured path forward.
We review your statements, debt profile, cash flows, and compliance status to build a clear picture of where you stand and what is possible.
Based on the diagnosis, we recommend the right combination of funding, restructuring, tax, and reporting services — with expected outcomes and timelines.
Specialist teams execute each workstream: lender or investor outreach, documentation, scheme applications, restructuring negotiations, or MIS setup.
Most clients retain us for quarterly reviews or a virtual CFO engagement, so financial discipline compounds instead of decaying after the project ends.
Equity and debt fundraising — seed, Series A/B, PE growth capital, venture debt, and bank loans. We prepare pitch decks, financial models, and handle investor outreach.
Cash flow stabilization, debt restructuring, working capital optimization, and cost rationalization for businesses facing financial stress.
Part-time CFO services for SMEs — MIS setup, budgeting, cash flow management, compliance calendar, and board-ready financial reporting.
Corporate tax optimization, GST advisory, transfer pricing, and international tax structuring. Coordinated with your existing CA firm.
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Request a Free ConsultationEach is a specialised vertical within Financial Services. Tap any card to learn more and connect with our experts.
Secure loans from banks and NBFCs with expert documentation support.
Connect with angels, VCs, and PE funds with investor-ready preparation.
Debt restructuring, cash flow optimization, and working capital management.
Government subsidies, MSME benefits, and corporate tax optimization.
MUDRA, CGTMSE, PLI scheme guidance and application support.
Revenue verification, liability assessment, and deal valuation.
Part-time CFO for SMEs — MIS, budgeting, and board-ready reporting.
GST, TDS, ROC filings — timely statutory compliance management.
Let our Financial Services experts design a solution tailored to your goals.