DD-Qualified · Invite-Only · Coimbatore

One partner.
Every phase.

Transaction advisory, compliance, GTM, AI adoption, and technology — bundled into one relationship. Built for the companies we believe in, priced for where they actually are.

Plans start at ₹50,000 / year· No retainer on transactions
✕Not open to the public — you're here because you passed our filter

Three plans · Pick your stage

Starter
₹50K/yr
6 hrs · 2 MSAs · Compliance
BuilderMost Popular
₹1L/yr
20 hrs · 5 MSAs · Audit + MIS
Operator
₹2L/yr
80 hrs · Fractional CFO · Full CS
🏦 Transaction Advisory📈 GTM Practice🤖 AI Adoption⚙️ Technology

Transaction fees from 1% of deal value — vs. 2.5–3% industry standard. No separate retainer on top.

What's in the Bundle

Four practices.
One subscription.

Instead of a CA, CS, lawyer, GTM consultant, AI advisor, and tech advisor separately — one relationship, one contact, one bill.

🏦

Anchor · All Plans

Transaction Advisory

  • →Funding round structuring & docs
  • →Secondary share transfers
  • →Debt & lending transactions
  • →CA/CS coordination + filings
  • →Compliance stack (MIS, audit, ROC)
40–50% off market rate
📈

Practice 01 · Hours-Based

GTM Practice

  • →ICP, pricing & sales playbook
  • →Channel & revenue operations
  • →GTM hiring advisory
₹2,500 / hr
🤖

Practice 02 · Hours-Based

AI Adoption Practice

  • →AI readiness & use-case mapping
  • →Tool selection & workflow redesign
  • →Product AI integration
₹2,500 / hr
⚙️

Practice 03 · Hours-Based

Technology Practice

  • →Architecture review & scalability
  • →DevOps, security & infra
  • →Fractional CTO advisory
₹2,500 / hr

Transaction Advisory

Three types of transactions.
One advisory relationship.

We cover the full range of capital and ownership transactions a growing startup encounters — from the first funding round to secondary exits.

🏦
Primary

Funding Round Advisory

Seed, pre-Series A, bridge rounds, and convertible instruments. We structure the deal, draft the documents, and get it to close.

  • →Term sheet structuring and negotiation
  • →Share subscription agreement drafting
  • →Shareholder agreement and SHA
  • →Board resolutions and filings
  • →Cap table modelling and dilution analysis
  • →Investor onboarding compliance (KYC, FEMA)
🔄
Secondary

Secondary Share Transfers

Co-founder buyouts, ESOP liquidations, angel secondary sales. Clean documentation so the cap table and registry stay clean.

  • →Share transfer agreement and valuation support
  • →Board and shareholder approvals
  • →ROFR process management
  • →ROC transfer filings and stamp duty compliance
  • →Buyer/seller coordination and negotiation
📋
Debt & Structured

Lending Partner Transactions

Working capital, revenue-based financing, venture debt — structured and documented so you know exactly what you've signed.

  • →Loan agreement structuring and review
  • →Covenant and security documentation
  • →Revenue-based financing agreement drafting
  • →Warrant and convertible note components
  • →Lender negotiation and term alignment

Expert Practices

Hours-based access to
operators who've done it.

Your included hours work across any of the three practices. When they run out, the wallet kicks in. Operator clients can unlock outcome-based engagements.

1

Use your included hours

Every plan includes hours. Deploy them to whichever practice your current problem sits in.

2

Top up when exhausted

Pre-paid blocks (₹25K for 10 hrs, ₹60K for 25 hrs, ₹1.12L for 50 hrs) or post-paid at ₹2,500/hr.

3

Go deeper with success-fee

Operator subscribers get first access when an expert is ready to commit to an outcome-based engagement.

📈

Practice 01

GTM Practice

For startups that have something to sell but aren't selling it at scale — or are selling it the hard way.

What We Work On

  • →ICP definition and segmentation — who you're actually selling to and why
  • →Pricing strategy — model selection, anchoring, discounting guardrails
  • →Sales process design — from first touch to close, with a repeatable playbook
  • →Channel strategy — inbound, outbound, partnerships, PLG
  • →Revenue operations — CRM setup, pipeline hygiene, forecast accuracy
  • →GTM hiring — defining what the first sales hire should look like

Who the Experts Are

Former VP Sales / CROB2B SaaS specialistsRevenue ops leadsD2C growth strategistsChannel & partnership heads

Best Suited For

  • →Post-product, pre-PMF startups trying to find what works
  • →Companies with traction but no repeatable sales motion
  • →Founders who are the only salesperson and need to change that
  • →Teams preparing a GTM narrative for investor diligence

Typically starts with: A 2-hour diagnostic to map your GTM motion and identify the single biggest constraint on revenue.

₹2,500 / hr · from wallet
🤖

Practice 02

AI Adoption Practice

For startups that know AI matters but haven't figured out where it fits — in their product, operations, or team.

What We Work On

  • →AI readiness assessment — where you are, what's missing, what's realistic
  • →Use-case identification — highest-ROI places to apply AI in your business
  • →Tool selection and implementation — LLMs, automation, co-pilots
  • →AI-native workflow design — rebuilding ops and support processes around AI
  • →Product AI integration — embedding features your customers will actually use
  • →Build vs. buy vs. wrap — vendor and API evaluation

Who the Experts Are

ML / AI engineersLLM implementation specialistsAI product managersAutomation architectsAI ops consultants

Best Suited For

  • →Startups being asked by investors "what's your AI story"
  • →Ops-heavy businesses that could cut cost significantly with automation
  • →Founders who want AI in the product but don't know where to start
  • →Teams spending too much time on tasks that should be automated

Typically starts with: A 3-hour AI audit — your stack, workflows, and product surface area, returned as a prioritised opportunity list.

₹2,500 / hr · from wallet
⚙️

Practice 03

Technology Practice

For startups where the tech is holding back the business — or about to — and the team needs a senior engineering voice they don't have on payroll.

What We Work On

  • →Tech stack review and architecture advisory — will it scale?
  • →Build vs. buy decisions — when to use off-the-shelf and when to build
  • →Engineering team structure — hiring plan and reporting for 5–25 people
  • →DevOps and infrastructure — cloud cost, CI/CD, deployment hygiene
  • →Security and compliance baseline — before DD exposes the gaps
  • →Fractional CTO advisory — ongoing technical leadership without a full-time hire

Who the Experts Are

Fractional CTOsPrincipal / Staff engineersCloud architectsDevOps leadsSecurity specialists

Best Suited For

  • →Non-technical founders who need a trusted technical voice
  • →Startups approaching Series A where tech DD will be rigorous
  • →Companies with mounting technical debt they're afraid to look at
  • →Teams evaluating a major infrastructure decision

Typically starts with: A 2-hour tech audit — architecture, codebase practices, infra, and team structure returned as a plain-language assessment.

₹2,500 / hr · from wallet

Pricing

Three plans.
One operating partner.

📊

Industry Context on Transaction Fees

Investment banks and transaction advisors in India charge 2.5–3% of deal value, plus a retainer. PBA subscribers pay 1.2% at Starter/Builder and 1% at Operator — with no separate retainer on top.

Starter

Runway

You're not raising yet — but you want to be deal-ready, compliant, and on our radar when you are.

₹50K /year
40% off · ₹75K flat or 1.2% of dealvs. 2.5–3% industry standard

Documents & Legal

  • →2 MSAs — drafted + reviewed
  • →1 legal agreement — drafting + review
  • →Template library access (1 revision)

Advisory

  • →Financial modelling + round preparation support
  • →PBLV deal pipeline consideration
  • →Compliance calendar + ROC reminders

Practice Hours Included

6 hrs / year

≈ ₹15,000 value

Builder · Most Popular

Momentum

Seed-stage with a transaction on the horizon. Full transaction stack plus compliance and financial reporting handled.

₹1L /year
40% off · ₹75K flat or 1.2% of dealvs. 2.5–3% industry standard

Transaction Advisory

  • →Everything in Starter
  • →Annual books audit (up to ₹50L revenue)
  • →ROC annual return filings via CS
  • →4 board resolutions / year

Documents & Legal

  • →5 MSAs — drafting + 5 revisions each
  • →Template NDA + 1 custom NDA
  • →2 legal agreements — drafting + review, 3 revisions min

Financial Reporting

  • →MIS format designed and frozen with the founding team
  • →Quarterly MIS prepared in collaboration
  • →Covers P&L, cash position, burn, receivables, and KPIs

Practice Hours Included

20 hrs / year

≈ ₹50,000 value

Operator · Full Stack

Counsel

Series A-prep or ₹50L+ revenue. Entire compliance, legal, financial, and transaction stack under one roof.

₹2L /year
50% off · ₹62.5K flat or 1% of dealvs. 2.5–3% industry standard

Transaction Advisory

  • →Everything in Builder
  • →Statutory auditor appointed — full annual audit
  • →CS on full retainer — AGM, EGM, all ROC filings
  • →15 MSAs + unlimited share subscription agreements
  • →Unlimited legal drafting and review
  • →48-hour deal structuring turnaround
  • →Formal PBLV fund pitch evaluation + co-investor intros

Fractional CFO / Financial Controller

  • →Fractional CFO or Financial Controller assigned
  • →Monthly MIS review + strict financial cadence
  • →Cash flow forecasting and burn management
  • →Investor-ready reporting and board pack preparation
  • →Spend controls and approval thresholds framework

Practice Hours Included

20 hrs / quarter

80 hrs / year · ≈ ₹2,00,000 value

⭐ First in queue for success-fee engagements

Top-Up Wallet

When included hours run out.

💳 Pre-Paid Blocks

Buy hours in advance at a discount. Credits valid within your subscription year, usable across any practice.

10 hrs

₹25,000

₹2,500 / hr

25 hrs

₹60,000

₹2,400 / hr · 4% off

50 hrs

₹1,12,500

₹2,250 / hr · 10% off

📋 Post-Paid Overflow

Use first, invoice at month-end. Auto-invoice triggers at ₹25,000 to avoid surprise bills at renewal.

Standard rate

₹2,500 / hr

No discount

Auto-invoice at

₹25,000

Monthly cap before invoice

The Economics

The plan pays for itself
before you even transact.

Value of Included Hours vs. Plan Cost

Starter — ₹50K/yr

6 hrs · financial modelling · 2 MSAs · 1 legal review

₹15K

hours value alone

Builder — ₹1L/yr

20 hrs + audit + CS + MIS + 5 MSAs + 2 legal agreements

₹2–2.5L

bundled value if priced separately

Operator — ₹2L/yr

80 hrs + full CS + statutory audit + fractional CFO + unlimited legal

₹5–6L

bundled value if priced separately

Transaction savings at ₹1.2Cr raise

Builder vs. market rate (2.5%)

₹1.56L

saved on one transaction alone

Transaction fee breakeven: at ₹62.5L+ raised, the percentage rate exceeds the flat fee. Below ₹62.5L, flat rates apply.

The Operator plan's 80 hours of practice time costs ₹2L at standard rates. The plan itself costs ₹2L.

🧾

A statutory audit from an independent CA runs ₹75K–₹1.5L for a seed-stage startup. Builder includes it.

📁

A CS retainer for ROC filings runs ₹60K–₹1L per year. Operator includes full CS retainer.

💼

A fractional CFO in India runs ₹1–2L per month. Operator gives you one as part of the subscription.

⚖️

Legal drafting per document runs ₹15K–₹50K at a law firm. Operator includes unlimited standard agreements.

Scope of Engagement

Clear on what we do.
Clearer on what we don't.

What We Handle

  • ✓

    Deal structuring and documentation

    Term sheet framing, instrument selection, SHA, SPA, subscription agreements, board resolutions — drafted and reviewed.

  • ✓

    CA and CS coordination

    Statutory filings, compliance sign-offs, audit support. We work with your CA/CS or bring ours in.

  • ✓

    GTM, AI, and Technology advisory

    Hours-based access to domain experts across three practices. Deployed based on your current bottleneck.

  • ✓

    Financial reporting and cadence

    MIS format design, quarterly preparation (Builder), and monthly fractional CFO engagement (Operator).

  • ✓

    PBLV deal pipeline consideration

    Qualifying deals are reviewed for our portfolio pipeline. No guarantee — this is a consideration, not a commitment.

What We Do Not Do

  • ✕

    Fundraising

    We do not pitch investors on your behalf or manage investor outreach. That is a different mandate entirely.

  • ✕

    Guaranteeing funding

    Pipeline consideration is a structured review — not a promise. If anyone tells you otherwise, walk away.

  • ✕

    SEBI-regulated investment advisory

    We advise on transaction structure and execution — not on whether you should raise, at what valuation, or from whom.

  • ✕

    Business strategy or market validation

    We assume you know what you're building. Our engagement starts when you've decided to move — not before.

Success-Fee Engagements

When an expert wants to
bet on your outcome.

Operator subscribers get first access when an expert is ready to commit to an outcome — not just their time.

Operator Only
🤝

How It Works

An expert proposes a deeper engagement — a light monthly retainer plus a share of a defined, measurable outcome. You accept or decline. No pressure from PBLV either way.

Examples
📊

What Outcomes Look Like

Revenue generated above an agreed baseline. CAC reduced below a defined target. A senior hire placed within a timeline. A product milestone hit. The metric is agreed in the SOW before any work begins.

Platform Role
🏛️

PBLV's Role

PBLV takes a platform fee on closed outcomes. Operator subscribers are first in the queue. Not guaranteed — prioritised. All engagements governed by a separate SOW signed by the company, the expert, and PBLV.

Get Started · Prime Bottomline Advisory

You passed our filter.
Now let's get to work.

Tell us which plan fits and what's most pressing — we'll scope the engagement and come back within 48 hours.

We engage a limited number of companies per cohort. First come, documented first.