IRS_05Investor Readiness System™ 2–3 weeks

    Capital Strategy & Funding Mix

    Design the right capital stack — equity, debt, non-dilutive — and reduce over-dependency on any single investor or round.

    Why it matters

    Founders who only know equity over-dilute by Series B. The right blend of equity, venture debt, revenue-based finance and grants extends runway 30–50% with the same dilution.

    Scope covered

    Capital structure analysis (current + target)
    Funding mix optimization (equity / venture debt / RBF / grants / non-dilutive)
    Cost of capital model (WACC, blended cost)
    Investor concentration & dependency reduction
    Round-sizing & raise cadence (12-mo / 18-mo / 24-mo)
    Bridge / extension / inside-round playbook
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team and external counsel, not handed over as a deck.

    1. 1

      Capital stack diagnostic

      Week 1

      Map current equity/debt/RBF/grant mix, investor concentration and effective cost of each instrument.

    2. 2

      Funding-mix optimisation

      Week 1–2

      Model target capital stack across equity, venture debt, RBF, grants and non-dilutive instruments with dilution sensitivity.

    3. 3

      Cost-of-capital & dependency review

      Week 2

      Compute blended WACC; surface single-investor concentration and design a dependency-reduction plan.

    4. 4

      Non-dilutive sourcing

      Week 2–3

      Catalogue SIDBI / Startup India / EXIM / R&D credits and shortlist venture-debt / RBF partners with intro engineering.

    5. 5

      Board memo & 24-month cadence

      Week 3

      Board-grade capital strategy memo with raise cadence (12 / 18 / 24-mo) and bridge / extension contingency.

    Deliverables

    • Capital structure analysis
    • Funding-mix recommendation memo
    • Cost-of-capital model
    • Investor-dependency reduction plan

    KPIs & Targets

    • Blended cost of capital≤14%
    • Single-investor concentration≤25%
    • Non-dilutive % of total funding10–25%

    Stakeholders

    Founder/CEOCFOBoardLead Investor

    Timeline

    2–3 weeks