Prime Bottomline Advisory · Coimbatore · Bengaluru

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.

Showing: from finance to your next round
For startup founders

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.

01 · Finance

Clean numbers, every month

Books, masters, cap table and data room kept investor-grade. Compliance handled quietly in the background.

02 · Direction

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.

03 · Value

Raise well, protect your equity

Better numbers and a ready data room strengthen your case with investors. Debt where it fits, to limit dilution.

Is this for you?

Check if this is the right fit for your company.

Tick what applies to you. Four or more and we should talk.

Tick what sounds like you
0of 7
Start ticking

If four or more sound like you, a short call will tell us if we fit.

Not for you if
  • 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 →

Sound familiar?

The founder month, without a finance partner.

01

An investor asks for 12 months of MIS. It takes three weeks and two versions that don't match.

02

Revenue tripled last year. You still can't say which clients make you money.

03

Your runway number changes depending on who works it out.

04

You hear about a GST notice when it's already overdue.

05

The term sheet feels priced on your mess, not on your business.

06

Your cap table is a spreadsheet only one person understands.

See it work

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.

Portal walkthrough, 40 seconds · sample company, made-up figures
How we work together

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.

  1. 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
  2. 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
  3. 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
Your first 90 days

From onboarding to investor-ready in one quarter.

Onboarding is a one-time fee, agreed upfront after the first call.

  1. 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.

  2. 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.

  3. Weeks 5–6

    First month published

    Your first checked month on the dashboard. The compliance calendar goes live, with every filing and its proof.

  4. 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.

  5. 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.

What you get each month

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.

Numbers
  • 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
Compliance
  • 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
Investor-ready
  • Data room refreshed every month
  • Cap table and ESOP register kept current
  • Investor update drafted each month
  • Board pack every quarter
Decisions
  • 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
Transactions

Three kinds of deals, one advisor who already knows your numbers.

Equity

Funding rounds

Seed, pre-Series A, bridges and convertibles. Model, valuation, term sheet, SHA, diligence, FEMA and post-close filings.

Secondary

Share transfers

Co-founder exits, ESOP liquidity and early-investor sales. ROFR process, valuation, documents, filings and stamp duty.

Debt

Debt alongside equity

Venture debt, revenue-based finance and bill discounting, when borrowing protects your equity better than a round.

The difference

What changes for you as a founder.

Without us
With Prime Bottomline
The data room is assembled the week an investor asks.
The data room is current every month. Diligence starts on day one of the term sheet.
You know total revenue. You don't know which line or client loses money.
Margin by business line and by client, with the loss-makers flagged.
Numbers arrive weeks after month-end.
Books close in the first week. Numbers published by the 10th.
"Did we file GST?" takes a few calls to answer.
Filed, with the acknowledgement one click away.
Each round is discussed on a messy story, and you may give up more than you need to.
Each round is discussed on clean, proven numbers, which gives you a stronger hand.
The network

When you're ready, the right investors already know you.

We are building a network of investors and founder communities across South India.

Prime Bottomline VenturesOur own fund
Partner micro VCsEarly cheques
Larger VCsYour next round
Founder communitiesEvents and peers
Debt partnersRevenue-based finance
Legal professionalsDocuments and agreements
Questions

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.

Start here

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.

Schedule a founder call

  • 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
For established businesses

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.

01 · CFO dashboard

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.

02 · Compliance tracker

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.

03 · Exit

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.

Is this for you?

Check if this is the right fit for your business.

Tick what applies to you. Four or more and we should talk.

Tick what sounds like you
0of 7
Start ticking

If four or more sound like you, a short call will tell us if we fit.

Not for you if
  • 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 →

Sound familiar?

Growth has outrun the finance function.

01

You know the year's profit. You can't say which plant, channel or product earned it.

02

Last month's numbers arrive after the 20th of this month.

03

A GST notice on one registration surprises everyone.

04

The bank asks for a stock statement and covenant figures, and the team drops everything.

05

A new state or plant means learning the licences as you go.

06

A buyer asks about related-party deals and trademarks held by the promoter. Nobody has a clean answer.

Step one: the gap assessment

An honest look at where your finance stands, in 3–4 weeks.

A fixed fee, agreed upfront after the first call.

What we review
  1. Books and month-end closeHow long the close takes, and what breaks it
  2. GST, across every registrationReturns, credit matching, e-invoices and e-way bills
  3. TDS and payrollSections, rates, thresholds, PF, ESI and professional tax
  4. Costing and marginsBy plant, product and channel
  5. Working capital and bankingLimits, covenants, stock statements and receivables
  6. GovernanceRelated parties, board records, ROC filings and IP ownership
  7. ReportingMIS, dashboards and what leadership actually sees
What you get at the end
  • 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
Sample report · made-up figures
Money at risk
₹18.4 L
Gaps found
23
01GST credit not matched to suppliers' filingsHigh
02TDS: wrong sections and missed thresholdsHigh
03No margin by plant or product lineMedium
How we work together

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.

  1. 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
  2. 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
  3. 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
What you get each month

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.

Numbers
  • 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
Compliance
  • 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
Growth
  • 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
Leadership
  • A monthly leadership review, decisions tracked
  • Board pack every quarter
  • Exit-readiness score, tracked every month
  • Legal documents coordinated with legal professionals
The road to exit

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.

Year 1

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
Year 2

Scale with control

  • New markets entered with a plan
  • Working capital released
  • Better terms from lenders
  • Related-party deals documented
Year 3

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
Transactions

Every kind of deal an established business does, on your terms.

Debt

Bank and NBFC finance

Working capital and capex limits, renewals and enhancements, with the lender reporting that wins better terms.

Equity and secondary

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.

Exit

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.

The difference

What changes for you.

Without us
With Prime Bottomline
You know total profit. You don't know which channel, plant or product drags it down.
Margin by channel, product and plant, every month, with the fixes priced.
TDS sections and thresholds are left to whoever books the entry.
AI checks every payment for the right section, rate and threshold. A qualified professional reviews every fix.
GST credit goes missing when suppliers don't file.
Credit matched monthly. You know which supplier owes you.
A new plant or a new state means learning the licences as you go.
Every registration and consent mapped, owned and tracked before you move.
An IPO or a sale is a someday idea, with no plan behind it.
An exit-readiness score, tracked monthly, so you're ready when the offer comes.
Capital and exits, on your terms

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.

BanksWorking capital and capex
Venture debt and NBFCsFaster, flexible money
Investors from your circleSmall stakes, you keep control
Strategic buyersA sale on your terms
Private equityGrowth partner, when ready
Merchant bankersSME and main-board IPOs
Questions

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.

Start here

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.

Schedule a call

  • 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
Scope

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
Part of Prime Bottomline Ventures

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.

About the fund →

Schedule a call.

Pick the one that fits. Thirty minutes, no preparation needed.