ADd Alpha Advisory Services

Our Services

ADd Alpha is highly committed to provide a niche form of advisory services to small and medium sized business organizations by creating a paradigm shift in the thinking of promoters & senior management towards developing long-term strategy and its execution. By partnering with ADd Alpha, an organization’s senior management focus gets sharpened and directed to specific areas that are limiting their potential growth.

Virtual CFO support

ADd Alpha provides a “Virtual CFO” support to small and medium sized entities. In this role, ADd Alpha typically plays the role of a CFO that would otherwise be normally provided by a full time in-house CFO. ADd Alpha provides innovative financial planning and cost optimization solutions with a business focused approach.
Setting up operational and control processes.

Providing guidance in budget and forecast preparation.

Establishing product costing and profitability metrics.

Optimizing cost and delivery management
Providing treasury and working capital solutions

Advising in financial statements preparation and disclosure.

Instituting Management Information Systems (MIS) for senior management.

Business analytics & reporting

Each and every organization has a ‘limitation’ that inhibits its productivity & output. This limitation could stem from a simple bottleneck in one of the process flaws or from a set of conflicting policies/ procedures that force the organization to compromise on various business scenarios. Identification of this bottleneck/ limitation is the critical step to enhance the output. Once it is identified there is a possibility to address the bottleneck/limitation and consequently increase the output, growth and profitability of the organization.

ADd Alpha has the expertise to identity such limitations, develop strategy for overcoming the limitation, develop plans for executing the strategy and set up a process to continuously monitor the execution of the strategy which will ultimately overcome the limitation.
Business planning:

Organizational structure and setting up of institutional Major Business Objectives (MBO’s).

Inputs on strategic business model to help sustain value creation.

Help identify new business and M&A opportunities for client’s businesses

Perform due diligence review of new business opportunities on behalf of clients.
Implementation & Monitoring Framework

Optimizing cost and delivery management

Providing treasury and working capital solutions

Instituting Management Information Systems (MIS) for senior management.

Financial planning and working capital management

ADd Alpha comprehensively assesses the financial position of its clients and bring in tailor- made investment solutions directly from the product providers in equity, fixed income, real estate, and alternative asset classes such as private equity investments. ADd Alpha also provides opportunities for its clients to have access to co-investment opportunities in unlisted companies. ADd Alpha also assesses entities’ working capital requirements and provides tailor- made solutions for optimizing working capital needs.
The services offer include, but not limited to:

Asset Allocation model based on clients’ requirements.

Tailor-made equity portfolios

Structured fixed income products

Private equity opportunities

Comprehensive financial planning based on the risk appetite
ADd Alpha’s financial planning process is carried out in a systematic way as follows:

Initial assessment meeting

Understanding clients personal goals and objectives

Structuring a tailor-made financial plan

Implementation of the financial plan

Stringent portfolio monitoring

Reporting

Timely rebalancing.

Syndications

ADd Alpha provides full range of syndication services in the Indian market place.

Debt & Real Estate Syndication: ADd Alpha works very closely with small and medium sized companies in the areas of debt syndications for their specific project requirements or for general corporate and working capital requirements. ADd Alpha through its experience and network provides innovative and practical structuring to the deals at competitive terms. ADd Alpha also extracts key contacts outside of India as and when considered appropriate.

ADd Alpha helps HNIs and SMEs to obtain financing through private equity or structured debt route for real estate deals. ADd Alpha provides access through joint ventures and provides support at all stages of the project.

Companies in the early stage consider raising capital through private placement of its securities as an interim financing to support its business operations.

Private Equity Syndication: This is a process which involves various phases – starting from liaising with the company’s management, valuation, capital structure, approaching investors, coordinating with industry and other experts for due diligence, and advising stake holders on deal negotiations.

ADd Alpha has a robust process and sound management experience which helps in closure of complex, strategic transactions in a reasonable time frame. Our Private Equity service also covers aspects of Venture Capital Syndication for both the investors and investees.

Our core activity covers the following:
Target identification and investigation

Strategic advice and deal structuring

Deal negotiation

Preparation of business plans, financial projections, and valuations
Debt raising and private equity financing.

Preparation of information memoranda, and company profiles

Liaison and negotiation with regulatory authorities, financial institutions, & other stakeholders;

Risk Management

Risk management is one among the foremost tasks in an organization. ADd Alpha helps small and medium sized organizations to plan and manage their risks emanating from operations, market and credit and provide proactive triggers of action items well ahead of time.

ADd Alpha also supports entities in structuring deals for procuring funding through its networks. ADd Alpha works closely with the senior management to understand their corporate needs and accordingly structure tailor-made solutions satisfying the organization’s requirements.

As part of the risk management advisory ADd Alpha offers the following support services:
Set up of risk management framework

Risk identification, mitigation, monitoring and reporting framework
Foreign exchange & Derivatives hedging strategies and accounting support

Basel II and IFRS Implementation Support

Financial Due-Diligence Reviews

All businesses involved in mergers and acquisitions, both as investors and investees, need to ensure the financial information presented is true and fair and accurate to the extent possible. This is critical to the valuation process and will also ensure the governance requirements and risk management objectives are met properly on time.

The management team of ADd Alpha has significant in-depth experience in financial planning and control functions, internal and statutory audits and due diligence reviews. With such rich experience, ADd Alpha helps to provide quality information about the potential transaction to the investors/ investees and present the identified strengths and weakness to the stakeholders. ADd Alpha’s due diligence deliverables can help the investors/ investees to identify critical matters to its future success and focus on their resolution.

Our Services

Our Services

The services offer include, but not limited to:

ADd Alpha’s financial planning process is carried out in a systematic way as follows:

Our Services

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