We start with your finance. We stay for what it's worth.
Two kinds of companies work with us. Founders building toward their next round, who want to go in prepared and keep as much equity as they can. Established businesses building toward a big exit, through an IPO or a strategic sale. We start by running the finance, and stay with you all the way there.
Go into every round prepared, and keep more of your company.
From clean finance, to the right business direction, to a data room that strengthens your position in every round.
Build the business toward a big exit: an IPO or a strategic sale.
Monthly numbers by channel and plant, compliance built in, and a company that's ready when the right offer comes.
We're with you from the first month of books to your next round.
It starts with finance: clean books, clean masters, a data room that's always current. Then it moves into the business: which lines to grow, which clients to fix, where to go next. And it ends where it matters most: going into each round prepared, so you can negotiate from strength and keep more of the company.
Clean numbers, every month
Books, masters, cap table and data room kept investor-grade. Compliance handled quietly in the background.
Know where to take the business
Margin by business line and by client. Grow what earns, fix or drop what bleeds, test new lines with real numbers.
Raise well, protect your equity
Better numbers and a ready data room strengthen your case with investors. Debt where it fits, to limit dilution.
Check if this is the right fit for your company.
Tick what applies to you. Four or more and we should talk.
If four or more sound like you, a short call will tell us if we fit.
- You're pre-revenue, or still testing the idea
- You only want bookkeeping or GST filing
- You want someone to promise a round or a valuation
Above ₹20 Cr? See the track for established businesses →
The founder month, without a finance partner.
An investor asks for 12 months of MIS. It takes three weeks and two versions that don't match.
Revenue tripled last year. You still can't say which clients make you money.
Your runway number changes depending on who works it out.
You hear about a GST notice when it's already overdue.
The term sheet feels priced on your mess, not on your business.
Your cap table is a spreadsheet only one person understands.
Your company on the Prime Bottomline portal.
Set up once, upload each month, and see your numbers, filings, data room and compliance documents in one place.
Get on the platform first. Everything follows from your numbers.
No long assessment up front. Bringing your data onto the portal is what organises it and lets us track you month on month.
- Step 1
Onboard your data
Answer the company set-up once. We bring in your past months, organise the books and masters, and list what your data room is missing.
First 4–6 weeks · one-time fee - Step 2
Monthly retainer
Books closed by the 7th, numbers published by the 10th. Unit economics, filings, data room and a virtual/fractional CFO who reads them with you.
Every month - Step 3
Transaction advisory
When you raise, sell shares or borrow, we run it: model, valuation, terms, diligence and closing. The work of steps 1 and 2 is already done.
When you need it
From onboarding to investor-ready in one quarter.
Onboarding is a one-time fee, agreed upfront after the first call.
- Week 1
Set up
A kick-off call. Your company set up on the portal: entities, bank accounts, GSTINs, payroll and revenue lines. Access to your books.
- Weeks 2–4
Organise the data
Your past 12 months brought in. Books and masters streamlined, cap table rebuilt, and a list of what your data room is missing.
- Weeks 5–6
First month published
Your first checked month on the dashboard. The compliance calendar goes live, with every filing and its proof.
- Months 2–3
Running monthly
Books close by the 7th, numbers by the 10th, and your first monthly review. Margin by business line and by client.
- Day 90
Investor-ready
A data room that stays current. If a round is coming, a plan for it: how much, when and from whom.
Everything a finance team would do, without hiring one.
Your part: upload bank statements, invoices and payroll on the portal early in the month. We do the rest.
- Books closed by the 7th
- Dashboard published by the 10th: revenue, burn, runway and cash
- Margin by business line and by client
- Money owed to you, and who is late
- GST, TDS, payroll and ROC filings tracked
- Proof of every filing on the portal
- Works with your existing CA and CS partners
- Notices flagged the day they arrive
- Data room refreshed every month
- Cap table and ESOP register kept current
- Investor update drafted each month
- Board pack every quarter
- A monthly review call on your numbers
- What to grow, fix or drop, with numbers
- Legal documents coordinated with legal professionals
- A round plan when you're ready to raise
Three kinds of deals, one advisor who already knows your numbers.
Funding rounds
Seed, pre-Series A, bridges and convertibles. Model, valuation, term sheet, SHA, diligence, FEMA and post-close filings.
Share transfers
Co-founder exits, ESOP liquidity and early-investor sales. ROFR process, valuation, documents, filings and stamp duty.
Debt alongside equity
Venture debt, revenue-based finance and bill discounting, when borrowing protects your equity better than a round.
What changes for you as a founder.
When you're ready, the right investors already know you.
We are building a network of investors and founder communities across South India.
What people usually ask us first.
Do I need to change my CA?
No. Your CA keeps filing and auditing. We run the monthly close, the numbers and the review, and we check the filings.
What does onboarding cost?
A one-time fee, agreed upfront after the first call. It depends on how many months, entities and bank accounts we bring in.
I'm not raising right now. Is this still useful?
Yes. Knowing which lines and clients make money helps you decide where to grow. And when you do raise, the work is already done.
What happens when I raise?
Transaction advisory is scoped separately when you need it: model, valuation, terms, diligence and closing. Your numbers and data room are already ready.
Who sees my numbers?
Your team and the people working on your company at Prime Bottomline. Nothing goes to an investor unless you share it from your data room.
Can you guarantee a round or a valuation?
No. We make your company easier to invest in and help you negotiate. The decision is always the investor's.
A 30-minute call to see if we fit.
Tell us where you are and what's next. If it fits, we'll set up your company on the portal and start with your past months.
- Where your books and data room stand
- What onboarding involves for you
- Your next round, and what it needs
- Who you'll work with at Prime Bottomline
Build the company that earns a big exit.
You've built something real. The question is what it's worth, and to whom. An IPO or a strategic buyer pays for clear numbers, healthy margins and clean compliance. You get the same monthly dashboard our founders get, with compliance built into it, every month, so when the moment comes, your company is ready and the value is yours.
Your whole business on one dashboard
Revenue, margins and cash, published by the 10th. Margin by channel, product and plant shows what drags and what earns.
Compliance management
Every compliance relating to GST, income tax and ROC monitored through our tech platform. AI summarises TDS and GST gaps. New states and countries mapped before you move.
Ready for an IPO or a strategic sale
Governance, audited history and a clean story, so you have a choice of exit, and are ready to be valued on what you built.
Check if this is the right fit for your business.
Tick what applies to you. Four or more and we should talk.
If four or more sound like you, a short call will tell us if we fit.
- You only want a statutory audit or tax filing
- You don't plan to change how finance runs
- You want to hand over decisions, not make them with better numbers
Under ₹20 Cr? See the founders track →
Growth has outrun the finance function.
You know the year's profit. You can't say which plant, channel or product earned it.
Last month's numbers arrive after the 20th of this month.
A GST notice on one registration surprises everyone.
The bank asks for a stock statement and covenant figures, and the team drops everything.
A new state or plant means learning the licences as you go.
A buyer asks about related-party deals and trademarks held by the promoter. Nobody has a clean answer.
An honest look at where your finance stands, in 3–4 weeks.
A fixed fee, agreed upfront after the first call.
- Books and month-end closeHow long the close takes, and what breaks it
- GST, across every registrationReturns, credit matching, e-invoices and e-way bills
- TDS and payrollSections, rates, thresholds, PF, ESI and professional tax
- Costing and marginsBy plant, product and channel
- Working capital and bankingLimits, covenants, stock statements and receivables
- GovernanceRelated parties, board records, ROC filings and IP ownership
- ReportingMIS, dashboards and what leadership actually sees
- Every gap, ranked by money at risk
- A fix plan in three phases: money first, then risk, then growth
- A proposal for the monthly retainer, if you want one
Assess, then run it every month, then the deal.
The gap assessment tells us which problems cost you most, so we fix them in that order.
- Step 1
Gap assessment
Books, GST, TDS, payroll, costing, governance and reporting reviewed. You get the gaps, what they could cost, and a plan in order of money and risk.
First 3–4 weeks · fixed fee - Step 2
Monthly retainer
The same monthly dashboard founders get, with compliance built in: margins by channel and plant, every filing tracked, new markets mapped and a monthly leadership review.
Every month - Step 3
Transaction advisory
When you borrow, bring in an investor, move shares in the family, or prepare for an IPO or a sale, we run it with you.
When you're ready
The same monthly dashboard, with compliance built in.
Your finance team keeps running the day-to-day. We give them the process, the portal and a monthly review.
- Dashboard by the 10th: revenue, margins, EBITDA, cash and limits
- Margin by channel, product and plant
- Working capital and inventory days
- Payouts from marketplaces and distributors matched
- Every GSTIN, TDS and payroll filing, with proof
- AI checks on every vendor payment, with every fix reviewed by a qualified professional
- Licences for every plant and contract manufacturer
- Notices flagged and answered on time
- New states and countries mapped before you move
- Registrations, licences and costs, each with an owner
- Lender reporting: stock statements, covenants, renewals
- Budgets and plans for new units
- A monthly leadership review, decisions tracked
- Board pack every quarter
- Exit-readiness score, tracked every month
- Legal documents coordinated with legal professionals
Three years from clean books to a company a buyer can trust.
An IPO or a strategic buyer looks back three years. The work starts long before the deal.
Organise and close the gaps
- Close in the first week
- Compliance gaps fixed
- Margin by plant, product and channel
- Money at risk identified and fixed
Scale with control
- New markets entered with a plan
- Working capital released
- Better terms from lenders
- Related-party deals documented
Deal-ready
- Three years of clean audited history
- Brand and IP owned by the company
- Independent directors and board committees
- A data room, and your choice of exit
Every kind of deal an established business does, on your terms.
Bank and NBFC finance
Working capital and capex limits, renewals and enhancements, with the lender reporting that wins better terms.
Placements and share transfers
Minority stakes for investors from your own circle, and share transfers within the family, with control kept where you want it.
IPO or strategic sale
Exit readiness built over time, then the right path: an SME or main-board IPO with merchant bankers, or a sale to a strategic buyer.
What changes for you.
From growth capital to the big exit. Your decision at every step.
We can introduce lenders, investors, buyers and bankers who work with businesses like yours. We bring the right one when you need it, and only then.
What people usually ask us first.
Do we need to change our CA or auditor?
No. Your CA and auditor keep filing and auditing. We run the monthly numbers and reviews alongside them, and check the filings.
Will you replace our finance team?
No. Your team keeps the day-to-day. They get clearer processes, the portal and a monthly review, and they spend less time firefighting.
What does the gap assessment cost?
A fixed fee, agreed upfront after the first call. It depends on the number of entities, plants and GST registrations.
How is this different from my CA's work?
Your CA's filing and audit work stays as it is. We work on the numbers with you every month, and on the decisions behind them: margins, markets, lenders and the exit.
We're not planning an exit soon. Is this still useful?
Yes. Better margins, cleaner compliance and better terms from lenders pay for themselves. Exit readiness builds in the background.
Who sees our numbers?
Your team and the people working on your business at Prime Bottomline. Nothing goes to a lender, investor or buyer unless you share it.
A 30-minute call, then a gap assessment.
Tell us about the business and where you want to take it. If it fits, we'll scope a gap assessment of where your books stand today.
- What the gap assessment covers
- Your units, compliance and reporting today
- Where you want to take the business
- Who you'll work with at Prime Bottomline
Clear on what we do. Clearer on what we don't.
We do
- Books, monthly close, MIS and unit economics
- GST, TDS, payroll and ROC compliance through professional partners
- Data room, cap table and governance
- Transaction structuring, documentation and closing
- Introductions to investors, lenders and bankers in our network
- Legal documents coordinated with legal professionals
We don't
- Guarantee funding, a valuation or an exit
- Give SEBI-regulated investment advice
- Take fees from investors for bringing them your deal
- Act as statutory auditor for any company, including ones our fund has invested in
- Broadcast your round publicly
Financial and Strategy Consulting firm.
Prime Bottomline Advisory is a consulting division of Prime Bottomline Ventures (a revenue-stage fund investing in Tier 2 cities). The fund may invest in companies we advise. When it does, we tell you in writing, and keep our advice and the fund's investment decisions separate.
Schedule a call.
Pick the one that fits. Thirty minutes, no preparation needed.