Investor Documentation in Pune

Investors judge a company partly by its paperwork. We prepare documentation that is legally sound and survives diligence.

Overview

We prepare the Share Subscription Agreement (SSA), Shareholders' Agreement (SHA), board and shareholder approvals, and the closing set.

Because we also run your secretarial function, the documents match your registers and filings exactly.

What's included

How we approach it

ReviewWe go through the term sheet or agreed round terms to understand what needs to be documented.
DraftThe Share Subscription Agreement and Shareholders' Agreement are drafted to reflect the agreed commercial terms.
ApprovalsBoard and shareholder resolutions authorising the investment are prepared.
AlignEvery document is checked against your statutory registers and existing filings, so there's no mismatch.
CloseWe assemble the closing set and coordinate signing with all parties, including your legal counsel if you have one.

Frequently asked questions

What is the difference between an SSA and an SHA?

The SSA governs the investment itself; the SHA governs the ongoing relationship between shareholders.

Why does document consistency matter?

Mismatches between agreements, registers and filings are classic diligence red flags.

Can you work alongside our lawyers?

Yes — we frequently coordinate with a client's legal counsel.

Who typically drafts the SSA and SHA — your firm or the investor's lawyers?

Either side can draft the first version; we review or draft to make sure the documents reflect the agreed terms accurately and stay consistent with your company's statutory records.

What happens if the SHA and company registers don't match?

This is exactly the kind of inconsistency that surfaces during due diligence for your next round or an exit — we specifically check for this alignment as part of the engagement.

Do you handle documentation for convertible instruments like CCDs?

Yes, we draft and structure documentation for compulsorily convertible debentures and other convertible securities commonly used in Indian funding rounds.

Talk to us about Investor Documentation.

Rashmi K.S. & Associates · Practising Company Secretaries · Balewadi, Pune

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