CFO Services
CFO Services
Entrust played a pivotal role in supporting the establishment of a new 1000 crore venture capital fund in India, launched by a prominent Silicon Valley-based investment firm. This fund is dedicated to fostering the startup ecosystem, with a particular focus on deep tech companies.
Entrust was entrusted with a wide spectrum of responsibilities crucial to the successful launch and operation of the fund. These included:
Assisting in the formation of legal entities to align with regulatory requirements.
Drafting and reviewing key legal documents in coordination with external counsel.
Engaging with tax and legal advisors to ensure regulatory adherence.
Hosting auditors and providing necessary financial documentation.
Opening demat and custody accounts.
Facilitating the selection and onboarding of the RTA.
One of the most critical and complex aspects of the engagement was the onboarding of esteemed institutional investors. These investors had stringent due diligence processes and high expectations, necessitating:
Entrust’s team members engaged with industry leaders and meticulously addressed critical points of contention. Their strategic approach played a key role in securing investor commitments, leading to the fund’s successful first close.
The client team expressed appreciation for Entrust’s contributions, particularly in areas such as budgeting, bookkeeping, and maintaining regular operational cadence. By going beyond routine tasks and offering strategic insights, Entrust continues to play a critical role in enabling the growth and success of venture capital initiatives in India.
Background: A successful entrepreneur brought Entrust on board after global private banks fell short of expectations in managing a complex overseas investment structure. Challenge: The client, a resident Indian, had established a foreign company for investments. Initially, we were engaged purely to manage the portfolio. However, it became evident early on that this was not […]
Background: This client inherited a significant corpus and approached Entrust for investment advisory services. We designed a risk-aligned, staggered portfolio rollout. Challenge: At the onset of COVID-19, the client experienced deep anxiety and considered liquidating his portfolio entirely in favor of fixed deposits. It was clear he needed more than investment advice—he needed consistent support […]
Background: The client, a prominent creative entrepreneur, approached Entrust with apprehension. At the time, 90% of her investment portfolio was managed by other wealth firms. Her engagement with us began with a healthy skepticism about our role and the value we could bring. Challenge: Our mandate spanned investments, bookkeeping, real estate, legal, and concierge services. […]
signup for updates
