Latest audited financial statements (Balance Sheet and Profit and Loss)Current year financial statements to cut-off dateProjected PL and BS for next 5 years – this could also be CMA Data submitted to the banksCap Table as on cut off dateList of DirectorsBrief description of the companyMCA Master DataAccumulated Tax Losses

Hope you had a joyous Diwali This Diwali, while exchanging countless WhatsApp messages and calls, I found myself wondering: what does friendship really mean? There’s a concept called Dunbar’s Number—the idea that our brains can only handle about 150 meaningful relationships. But I think friendship is more than just a

Small Company Risk Premium: Why Investors Demand Higher Returns from Small Firms What Is the Small Company Risk Premium and Why Does It Matter? Investors carefully evaluate the risk-return tradeoff before allocating their capital. One significant pattern in financial markets is that smaller companies typically generate higher returns compared to

PRIVATE PLACEMENT MEMORANDUM AUDIT REPORT What is Private Placement Memorandum? When a company or fund seeks to raise capital through a private securities offering, they provide prospective investors with a legal document called a Private Placement Memorandum (PPM). It is a comprehensive guide that provides an overview of the investment

Starting a business requires choosing the right structure to match your goals, legal requirements, and financial needs. In India, Sole Proprietorship and One Person Company (OPC) are two popular options for solo entrepreneurs. While both allow a single person to operate a business, they have significant differences in legal status,

#PrivatePlacementMemorandum #PPM #PPMAudit #AlternativeInvestmentFunds #AIFCompliance #SEBIRegulations #InvestmentReporting #FinancialCompliance #AIFTransparency #FundRaisingRegulations Private Placement Memorandum (PPM) & PPM Audit What is a Private Placement Memorandum (PPM)? When a company or fund seeks to raise capital through a private securities offering, they provide prospective investors with a legal document called a Private Placement

#RegisteredValuer #BusinessValuation #FinancialCompliance In today’s dynamic financial landscape, the role of a Registered Valuer has become increasingly crucial. Betafin Partners, a leading registered valuer firm, underscores the significance of professional valuation services in ensuring compliance, transparency, and accuracy across various regulatory frameworks. This blog explores the importance of a Registered

Job Title: Business Development Representative – Executive Outreach Location: Remote/In-Office/Hybrid Job Type: Full-Time/Part-Time About Us: BetaFin Partners is a boutique consulting firm run by CAs and IIM Ahmedabad graduates, working in the domain of Valuation, Financial Modeling, Due Diligence and Virtual CFO. Our clients include premiere startups, large corporates and