Corporate.
Debt Funding.
Syndication.

Securing structured debt, working capital, and project financing through leading banks, NBFCs, and private credit funds.

100%
Customized Debt Structuring
30+
Banking & NBFC Partners
SME & Corp
Structured Financing Programs

A Different Kind of Advisory Firm

We serve a diverse client base spanning early-stage start-ups, growth-stage SMEs, and established enterprises — each with a bespoke engagement model shaped around their objectives.

Integrated Approach

Finance, law, tax, and strategy under one roof — with one single point of contact to eliminate communication siloes.

Client-First Culture

We align our success directly with yours. No retainer-padding, no generic frameworks, only tailor-made execution plans.

Execution Focus

We stay engaged through implementation, managing filings, investor meetings, and negotiations, not just handing over slides.

Who We Serve

Fueling High-Growth Disruptors

We work shoulder-to-shoulder with early-stage and growth founders to formulate robust financial architectures, prepare investor pitch materials, determine realistic valuations, and establish strong corporate governance right from the start.

  • Pitch deck and business plan audit
  • Seed & Pre-Seed valuation models
  • Company incorporation & basic ROC setup
Scaling Established Enterprises

For mid-sized and growth-stage companies, we deliver advanced corporate structuring, debt syndication, term loans, working capital facility setup, and liaisoning with financial institutions to enable scaling.

  • Working capital & cash credit structuring
  • Corporate term loans & machinery finance
  • Bank liaisoning & project reports
Preserving & Transitioning Wealth

We design sustainable succession frameworks, resolve promoter-group structuring issues, coordinate tax compliance audits, and advise on estate structuring to preserve family legacies while fostering expansion.

  • Strategic corporate restructuring
  • Internal compliance and governance reviews
  • Audit support and capital gains planning
Maximizing Portfolio Value

We offer institutional due-diligence support, comprehensive pre-investment reports, technical valuation modeling, and structured debt or equity close-out support to private equity and venture capital stakeholders.

  • DCF & Comparable valuation study
  • Risk management and internal controls audit
  • Transaction advisory and post-merger support

Five Practice Areas. One Trusted Partner.

Our services can be engaged individually or as a coordinated program tailored to your growth trajectory.

Corporate Debt & Structured Funding

We structure and secure optimal debt financing solutions for growing businesses, mid-market corporates, and enterprises. Through close partnerships with public/private banks, NBFCs, and private credit funds, we arrange capital to fund expansions, purchase machinery, and optimize liquidity.

Specialized Offerings

Debt Syndication & Working Capital (CC/OD limits, LC/BG)
Corporate Term Loans & Capex Financing
Structured Credit, Project Finance & LRD/LAP
Refinancing, Debt Consolidation & Bank Liaisoning

Corporate Compliance & Statutory Audits

We manage the full spectrum of statutory auditing, corporate tax planning, indirect taxation (GST), and regulatory filings so that your business stays compliant, manages tax liabilities efficiently, and builds investor confidence.

Specialized Offerings

Statutory Audits & Corporate Tax Audits
GST Advisory, Reconciliations & Filing Support
ROC Filing, Company Law & Statutory compliance
FEMA & cross-border regulatory advisory & reporting

VC & Equity Advisory

We prepare high-growth ventures for equity funding, facilitating investor readiness through structured transaction models, comprehensive pitch materials, and precise valuations.

Specialized Offerings

Pitch Deck & CIM Formulation
Financial Projections & Valuations (DCF, comparable multiples)
Venture Capital & Angel Investor outreach strategy
Due diligence preparation & audit facilitation

CFO Advisory & Business Consulting

We partner with boards and executive teams to build scalable corporate governance systems, automate operational processes, and provide high-level strategic direction through virtual CFO services.

Specialized Offerings

Finance & Operations Transformation
Corporate Governance & Internal Controls Audit
Virtual CFO Strategic Leadership & Expansion Planning
Process Automation & Financial Modelling

Statutory Accounting & Back Office Support

We manage all bookkeeping, payroll administration, and MIS management reporting so that growing businesses have an audit-ready financial backbone without the overhead of an in-house accounting department.

Specialized Offerings

Audit-Ready Bookkeeping & Trial Balance Management
Customized MIS Reporting & Dashboarding
Payroll Administration & PF/ESI Compliance filings
Cash Flow Management & Vendor Payment Reconciliation

Our Funding Process

A highly disciplined transaction roadmap designed to take you from discovery to capital injection.

1
Phase 01

Discovery & Credit Assessment

We evaluate your creditworthiness, analyze existing debt facilities, and calculate the maximum debt capacity for your business.

Financial health analysis Credit profiling check
2
Phase 02

CMA Data & Project Reports

We draft comprehensive project reports, prepare detailed Credit Monitoring Arrangement (CMA) data, and build bank-ready financial forecasts.

CMA data formulation Detailed project reports Bank projections
3
Phase 03

Lender Liaisoning

We submit the proposals, present cases to public/private sector banks, NBFCs, and private credit funds, and handle all banker queries.

Direct bank coordination Queries resolution
4
Phase 04

Sanction & Disbursement

We review the draft sanction letters, negotiate interest rates and key loan covenants, and facilitate the final disbursement documentation.

Sanction letter audit Covenant negotiation Disbursement clearance
Get in Touch

Ready to Elevate Your Business?

Contact us to schedule a strategic review and explore how our practice areas can accelerate your growth.

Advisory Phone +91 91875 13510
Email Support info@caelrise.com
Head Office Location B Hive Workspace, Sri Krishna Temple Road, Indira Nagar, Bengaluru - 560038

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