Global Advisory | Insightful Tax

PRE-IPO Capital Access & Value Creation

An End-to-End Platform: From Capital Access to IPO or Strategic Exit

We operate an integrated Pre-IPO platform that begins with access to institutional capital and continues through disciplined capital deployment, board-led value creation, and exit execution.

This is not advisory in silos.
It is a full lifecycle engagement.

Journey Of Capital Investment

Disciplined Capital Allocation

Selective Deployment into ~25 Pre-IPO Companies

Capital deployment is highly selective.

Under our guidance, capital is allocated into a focused portfolio of approximately 25 late-stage Pre-IPO companies, identified through a rigorous evaluation framework.

Our Evaluation Criteria Includes

Proven business model and revenue scale
EBITDA visibility and margin improvement potential
Governance quality and promoter integrity
Industry attractiveness and scalability
Clear IPO or strategic exit pathway (18–36 months)

Only companies that meet institutional investor standards progress to capital deployment.

Capital Access To Corporates

We enable access to private equity and Pre-IPO capital through:

SEBI-registered Alternative Investment Funds (AIFs) in India
Mauritius-licensed investment vehicles

note : We work closely with these regulated investment platforms, aligning investor mandates with high-potential late-stage companies.

Capital Deployment Under Board-Level Guidance

Once capital is deployed through the AIF structure, we work hands-on with promoters, boards, and management teams to ensure capital is used for structured value creation, not just growth.

Our Core Value Creation Levers

Strategy and growth roadmap
Finance, FP&A, and capital efficiency
EBITDA improvement and margin expansion
Risk management and corporate governance
Tax structuring and optimisation
ESG maturity aligned with institutional expectations
Cost efficiency and operational discipline
Corporate Governance

This is where enterprise value is built.

Growth, Institutional Readiness & Exit

Exit Pathways We Prepare For

Main Board IPO
Pre-IPO / Anchor placements
Strategic stake sale
M&A-led exits

Our objective is singular:

Deliver superior, transparent outcomes for both investors and companies through disciplined growth and credible exits.

Led by Proven Finance & IPO Leadership

Core Leadership Profile

Vidyasarathy

Ex WholeTime Director & CFO 3M India Ltd | Finance Leader and Company Secretary Bosch Global Software | Group Controller Tata Motors Ltd | Group Vice President Finance & Taxation Landmark Group Dubai

With over three decades of experience in large global multinationals, listed companies, and IPO-ready businesses, operating directly at the Board, Audit Committee, and CXO level.

Her career reflects deep finance-led value creation, institutional governance, and capital-market readiness, making her uniquely positioned to guide late-stage and Pre-IPO companies from capital infusion to successful exit.

PRE - IPO Experience

AEQUS Limited

Pre-IPO & IPO Journey Contribution
Aerospace & Precision Manufacturing

Contributed to IPO readiness, governance, and institutional confidence
IPO was oversubscribed ~104x
Continued board-level engagement post listing

Vidya's diversified Global Industry Experience

Automotive & Auto Components
Aerospace & Precision Manufacturing
Industrial & Safety Products
Healthcare & Life Sciences
Consumer & Retail
Information Technology & Global Capability Centres
Infrastructure & Energy
NBFC & Financial Services