01 / Business context
The starting point
Draft narrative: An industrial business was assessing its next phase of capacity expansion. The promoter needed to connect the commercial opportunity, capital expenditure and working-capital needs in a plan that could support an informed investor discussion.
02 / The challenge
The promoter had a strong expansion thesis but needed a more structured investment narrative and diligence package.
Draft narrative: Historical accounts, forecasts and the expansion plan needed to tell a consistent story. Explain the gaps in the starting material, the assumptions requiring evidence and the promoter’s priorities on ownership and timing.
03 / Our approach
How the work takes shape
Proposed engagement narrative — confirm the activities actually delivered.
Clarify the capital plan
Break the proposed use of funds into capacity, operating needs and contingency. Test assumptions against the business plan and discuss the promoter’s objectives.
Build the investment materials
Connect the financial model, investment narrative and supporting information. Make assumptions, risks and dependencies visible rather than presenting forecasts as assured results.
Prepare for diligence
Structure the data room, assign owners to open information requests and prepare management for likely investor questions. Confirm what was completed and what remained open.
04 / The change
What the evidence should show
Illustrative values only. These are drafting examples, not customer results or promised outcomes.
Proposed capital requirement
- Starting point · example
- Initial expansion estimate
- Reference result · example
- ₹25 Cr target
Evidence to confirm: Approved use-of-funds model. A target is not a commitment or capital raised.
Readiness programme
- Starting point · example
- Kick-off
- Reference result · example
- 10 weeks
Evidence to confirm: Dated project plan and accepted deliverables; confirm the actual completion scope.
Draft outcome wording: The engagement produced a structured capital plan and a diligence package for the next stage of investor conversations. Record the actual transaction stage separately; do not describe readiness work as investor interest, a signed commitment or funds received.
FinDestination advises and coordinates. Lending and investment decisions remain with the relevant banks, NBFCs and investors. Past engagements do not guarantee future financing or advisory outcomes.
05 / The customer’s perspective
A voice to add, with permission
[Customer-approved quote on clarity of the capital plan or preparedness for diligence. Do not imply investor endorsement.]
[Spokesperson name] · [Designation]
Quote and attribution pending written approval.
Customer approval checklist
Use this checklist with the final copy. Nothing on this page records or grants approval.
- Confirm display name, sector, location, engagement dates and permission to identify the business.
- Verify scope, facility or engagement values, milestones and results against dated records.
- Distinguish targets, sanctions, commitments and disbursements; remove unsupported claims.
- Approve the exact quote, spokesperson attribution and any customer logo or photograph.
- Record [Approver name and role], [Approval date], [Copy version] and [Permission record].