Congratulations! On your funding (or commitment of funding) and great job on beating the odds! As you are now one of the very few companies which have managed to raise funds in this challenging economic scenario. Now the second part of your challenge awaits which is to manage your investor group. On many occasions it is seen that in the euphoria of securing equity / debt funding the promoters or entrepreneurs forget that they have taken on a huge fiduciary responsibility of not only ensuring that the investors money is not misused and giving them a return but also to make sure that the investor group knows what is happening at regular intervals. keeping them in the loop of what the company has achieved and failed to achieve is a very integral part of managing your investors and their expectations. Every quarter a financial and strategic report should go out to the investor group even if they have a representative on the board. The quarterly report should list down key financials, performance indicators, unit economics, capital expenditure, change in key personnel etc. This will ensure that all your investors are current on developments as well as failures and do not have any surprises when they check in on their investments. For a young company it is imperative that the peace be maintained between the people running the company and the ones who have backed it financially as the last thing any company needs is an altercation with the investor group as it can take away large amounts of resources.
Investor Management: Now that you have got funded, you need to manage your investors
It is our privilege to be a client of Wealthedge since last 1+ years. Their financial , accounting and legal advisory services and support have been par excellence. On many occasions, they have gone beyond the call of duty to support Topline group in India. They have been helpful from the day we initiated our operation in India starting from company incorporation to FDI management and all other regulatory, banking and compliance advisory both on corporate as well as personal level. Their trustworthiness, commitment and outstanding financial and legal consultancy are deeply appreciated. We will be proud to recommend them to anyone who is looking for these professional services which are more about reposing trust in advisory function than back end management.
Michael SONGFounder & Chairman, China Topline Consulting Corp.
It is really refreshing to work with Wealthedge. They are truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way they took the time to get an understanding of our needs and their depth of knowledge, lateral thinking, and common sense approach. Their professional, ethical and caring demeanour elicits my trust and respect. I gladly recommend their services whenever possible.
Hemant DuaChief Executive Officer, GMR Sports - Delhi Daredevils, Inspiranti Sports
At Wealthedge, they look for ways to streamline procedures to improve efficiency and customer service. Set priorities and adjust them as needed when unexpected situations arise. I find them competent and flexible to change as per circumstances and this sets them apart. Good luck.
Sanjeev GargV.P. & Global Head, Customer Care CVBU, TATA Motors
Wealthedge has the wisdom and experience to make informed decisions for its clients, offer pertinent advice and action the best real world financial strategy for its clients. I'm one of them.
Roshan AbbasManaging Director, Encompass Events
The services of Wealthedge Financial Advisory Private Limited are exceptional because they are always backed with great strategic insight. From the simplest financial accounting needs to more complex business planning, they always come up with solutions that understand the needs of the business.
Ranjit RainaManaging Director, RAD!CAL, Brandwidth Events Private Limited
Excellent service on time as per the compliance requirements provided by Mr. Pathak and his team.
Sneha OberoiChief Financial Officer, Volvo Auto India Pvt. Ltd.