Step-by-step protocols for every critical challenge on the path to listing
A playbook is not an article. It tells you what to do in month 1, month 3 and month 9 — who owns each step, what it costs, and how to know it worked. Free, sequenced, and built for execution.
Explanatory prose for search visibility and credibility.
Scored instrument for qualification and lead capture.
Sequenced protocol — the bridge from diagnosis to engagement.
The Library
Organised by the Readiness Ladder. Find your stage and see exactly what sits between you and the next one.
The Related Party Clean-Up
The 12-month protocol for the most common cause of failed SME transactions
The 24-Month Pre-IPO Calendar
Month by month, from decision to listing
Releasing Trapped Working Capital in 90 Days
How to find capital already inside the business before raising any from outside
Selecting Your Merchant Banker and Navigating the DRHP Process
How to choose the right lead manager, what the DRHP process actually involves, and the mistakes that cause SEBI to send it back
BSE SME or NSE Emerge: The Tests That Actually Differ
The FCFE gate, the migration bars, and the choice that shapes your next three years
What Your Banker Actually Looks At
Reverse-engineering the credit appraisal
Finding an Independent Director Worth the Fee
Where to look, what to pay, how to assess, and what to do in the first year
Building an RPT Framework Under Regulation 23
For SME-listed entities that crossed the thresholds — the mainboard RPT norms now apply
Migration Readiness: The BSE Route
Every test, every threshold, every trap — for companies planning the move to the mainboard
The One-Page Strategic Plan That Actually Gets Used
How to compress your strategy into a single page that every manager can act on — and that survives the next 12 months
Stress-Testing Your Business Model Before the Market Does
A structured 4-week process to find the assumptions your business is built on — and test whether they still hold
Pricing for Margin, Not for Volume
How to audit your pricing, find the margin you are leaving on the table, and raise prices without losing your best customers
The 13-Week Cash Flow Forecast
The single most important financial tool an SME can build — and how to build it in one week
Cutting Debtor Days Without Damaging Customer Relationships
A collections protocol that gets you paid faster — without the awkwardness that causes SMEs to avoid the conversation
Fixing a Deteriorating CIBIL Score Before It Closes Doors
A 6-month protocol to understand what is dragging your score, dispute what is wrong, and rebuild what is right
Negotiating Better Terms on Your Existing Bank Facilities
How to use your own data to renegotiate interest rates, processing fees, and covenants — without switching banks
Are You Actually Ready to Raise? The Pre-Fundraise Audit
The 8 questions every investor will ask in the first meeting — and how to answer them before you walk in
Building a Data Room That Survives Due Diligence
What goes in, how it is organised, and the documents that kill deals when they are missing
Structuring the Term Sheet: What to Negotiate and What to Leave Alone
The clauses that matter, the ones that are standard, and the three provisions that have ended more SME founder careers than any other
Building a Board That Actually Adds Value
How to move from a compliance board to a working board — and why the difference is worth more than any single hire
Cleaning Up Related-Party Transactions Before They Become a Problem
A structured approach to identifying, disclosing, and unwinding the transactions that kill deals and trigger regulatory scrutiny
Implementing Management Information Systems That Drive Decisions
How to move from gut-feel management to a monthly MIS that tells you what is actually happening — before it is too late to act
Upgrading Your Audit Quality Before It Becomes a Diligence Problem
How to move from a compliance audit to a credible audit — and why the difference matters the moment an external party looks at your books
Building Internal Financial Controls That Prevent Fraud and Errors
The minimum control framework every SME needs — and the five control failures that account for most of the losses
Building a Compliance Calendar That Keeps You Out of Trouble
How to move from reactive firefighting to a structured compliance rhythm — so deadlines are never missed and penalties are never paid
Managing a GST Audit or Scrutiny Notice Without Panic
What to do in the first 48 hours, how to prepare your response, and the mistakes that turn a routine scrutiny into a prolonged dispute
Preparing for a Labour Law Compliance Audit
The registrations, records, and returns that inspectors look for — and the gaps that attract penalties and prosecution
Building a Contract Management System That Protects the Business
How to move from contracts stored in email threads to a system that tracks obligations, renewals, and risks before they become problems
Drafting Customer Contracts That Protect Your Margin and Limit Your Liability
The five clauses every SME customer contract needs — and the three that most SMEs are missing
Resolving a Commercial Dispute Without Going to Court
How to use negotiation, mediation, and arbitration to recover what you are owed — without a litigation timeline that outlasts the business
Hiring Your First Senior Leader Without Getting It Wrong
The process, the red flags, and the onboarding discipline that determines whether a senior hire succeeds or fails within 12 months
Building a Performance Management System That Actually Changes Behaviour
How to move from annual appraisals that no one takes seriously to a rhythm that drives accountability and retains your best people
Reducing Key-Person Dependency Before It Becomes a Crisis
How to identify where your business is one resignation away from a serious problem — and what to do about it
What's free, what's gated, what's paid
The full protocol of every playbook
Free — no email required, indexed by search
The accompanying template, checklist or calculator
Email required
Sector-specific versions, quarterly updates, compliance calendar
Subscription
Doing it with you — execution under time pressure
Advisory fee
The protocol stays open because a promoter who reads Playbook 2.1 and releases ₹40 lakh of working capital himself becomes the promoter who hires you for the related-party clean-up — and who tells four peers in his industry association. What you're actually selling is execution under time pressure, by someone who has done it before, while the promoter runs a business.
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