Reports
Advisory & Documentation Services
Comprehensive Financial & Legal Reports for Startups, Businesses, and Individuals
At CA Shubham Sudhir Gupta & Co., we offer end-to-end support in preparing professional reports and documents required for fundraising, loans, compliance, and personal legal planning. Our reports are structured, accurate, and aligned with the expectations of investors, banks, financial institutions, and regulatory authorities.
Over the years, we have successfully served startups and businesses in Software, FinTech, E-commerce, and Manufacturing industries, helping them secure funding and make informed decisions.
Purpose of Our Reports
Our reports are commonly used for:
- Seeking Angel & Private Investments
- Raising Seed Capital
- Applying for Bank & Institutional Loans
- Financial & Legal Due Diligence
- Business Planning & Expansion
- Personal Asset & Estate Planning
Reports Prepared at Our Office
1. Business Plan
We prepare detailed and investor-ready business plans that clearly present your business model, market opportunity, operational strategy, and financial projections.
Used for:
Angel & VC Funding
Seed Capital
Strategic Business Planning
2. Business Valuation Reports
Our valuation reports are prepared using recognized valuation methodologies and are suitable for fundraising, mergers, acquisitions, and internal decision-making.
Used for:
Investment Discussions
Share Transfer
Strategic Transactions
3. CMA Data for Bank Loan
We prepare accurate and bank-compliant CMA (Credit Monitoring Arrangement) data to support loan proposals and working capital requirements.
Used for:
Term Loans
Cash Credit & Working Capital Limits
Bank & Financial Institution Submissions
4. Due Diligence Reports
We conduct detailed due diligence to assess financial health, compliance status, and potential risks of a business.
Covers:
Financial Due Diligence
Compliance Review
Risk Assessment
5. Project Reports
We prepare structured project reports with financial analysis and feasibility details, suitable for funding and approval purposes.
Used for:
New Business Setup
Expansion & Diversification Projects
Institutional & Government Funding
6. Gift Deed
We assist in drafting legally valid and well-structured gift deeds with proper documentation and compliance.
7. WILL Drafting
We provide professional assistance in drafting wills to ensure clarity, legality, and smooth transfer of assets as per your wishes.
Take the Next Step
Looking for professionally prepared reports that meet investor, bank, and regulatory expectations? Our team is ready to assist you with end-to-end support.
How we work:
Understand your requirement
Collect necessary details & documents
Prepare accurate, compliant, and purpose-driven reports
Provide revisions and final submission-ready documents
📞 Call / WhatsApp us for quick consultation
📩 Email us with your requirement
📝 Schedule a consultation to discuss your project in detail