• Strategic Review: Evaluate if your business is IPO-ready—covering financial health, governance, and operations.
• Gap Analysis: Identify shortcomings in accounting, reporting, compliance, corporate structure, KMP (Key Management Personnel) readiness, etc.
• Audited Financials: Revise and prepare financial statements to meet listing standards.
• Forecasting: Build robust financial models and 3–5 year projections to support valuation.
• Valuation Analysis: Use comparable trades, DCF models, market multiples to determine fair price range.
• Issue Structuring: Advise on equity dilution, fresh issue vs. OFS (Offer for Sale), anchor allocation, etc.
• Eligibility Check: Ensure your company meets SEBI, stock-exchange criteria (net worth, FCF, promoter holdings, etc)
• Prospectus Drafting: Help prepare DRHP and final prospectus, ensuring disclosure norms are met (objectives, risk factors, working capital, use of funds)
• Engage Specialists: Assist in selecting merchant bankers, lawyers, auditors, registrars, escrow banks, underwriters, PR firms.
• Board & Shareholder Resolutions: Advise on necessary board/SH approvals at various stages.
• IPO Roadshow: Strategize and execute investor presentations and marketing campaigns.
• Investor Targeting: Leverage networks—HNI, anchor investors, institutional placements.
• Communications: Develop pitch decks, key messaging, investor FAQs.
• Due Diligence: Respond to queries from merchant bankers, lawyers, auditors; ensure full compliance.
• SEBI Filings: Track submission and follow-up with SEBI and stock exchanges.
• Compliance Framework: Help establish processes for continuous disclosures, board compliance, audit reviews.
• Investor Relations Strategy: Manage earnings calls, reporting, media interactions post-listing.
• Market Monitoring: Advise on stock performance, communicate trends and risks to stakeholders.
IPO advisory is a multi-stage, advisory- and compliance-heavy engagement—from financial readiness and valuation to legal filings, roadshows, and post-listing communications. While MeraIPO likely offers similar support, it's crucial to confirm their regulatory status, experience, and scope across all phases.