Wealth-Tech Investment Trends: Wealthy Raises Rs 130 Cr for Rapid Expansion

Wealth-management firm Wealthy raises Rs 130 Cr ($14.5 million) in Series B financing, headed by Bertelsmann India Investments. Shepherd’s Hill Group and Alpha Wave Global, who are already investors in the company, also joined this round, which once again boosted investor confidence towards the growth path of the company.

Wealthy raises Rs 130 Cr

Image Source: Entrackr

This was the most recent funding to Wealthy, who has raised approximately 30 million in the past including a prior Series B round of Rs 45 crore 5.4 million) by the Alpha Wave Incubation Fund operated by Falcon Edge. The current round proceeds will be used to increase advisor network, improve product stack and expand into new markets of Wealthy. The funds will also enable the company to enhance its technology platform and compliance systems as its platform extends its product offerings.

About Wealthy and Its Growth

Wealthy was established in 2015 and is an online financial product marketplace and independent financial advisors distribution platform. Through the platform, advisors can sell a broad portfolio of wealth products, such as mutual funds, insurance, fixed deposits, bonds, and others, with the help of its powerful technology stack.

Wealthy has experienced a high growth in Assets Under Management (AUM) whereby over the last three years, the Assets Under Management (AUM) have increased three times to reach the current level of Rs 5,000 crore, which tells of a booming business. It has 20 offices in India currently, and dominates in major cities in India, including Bengaluru, Mumbai, Hyderabad, Ahmedabad, Surat, Jaipur, Gurugram, Delhi, Faridabad, Ghaziabad, Lucknow, Kanpur and Kolkata. The platform makes transactions of above Rs 300 crore monthly and collaborates with over 6000 mutual fund distributors to serve over 100,000 clients.

TheKredible, Wealthy raises Rs 130 Cr at a time when the company has increased its revenue, moving up to Rs 14.5 crore in FY24 to Rs 25 crore in FY25. Nonetheless, the company posted a net loss of Rs 35 crore last fiscal year, which is lower than the previous year, i.e., FY24 of 24 crore, indicating the current investment in scaling operations and broadening the reach.

Funding Trends in Wealth Management

India has recorded stable funding in the wealth management sector in 2025. Notable examples include:

  • Dezerv Raise $40M in a primary round co-leaded by Premji Invest and Accel Global Growth Fund.
  • Stable Money, a Bengaluru-based firm raised 20 million dollars under the leadership of Fundamentum Partnership.
  • Syfe raised a $80 million Series C round.
  • Neo in its last stages of equity share raising of $19m.

With this Series B round, Wealthy strengthens its market leadership, expands its advisor base, and advances its digital platform. The financing is a sign of investor confidence in the use of technology in managing wealth and rising demand of available financial products in India.

Finally, the news that Wealthy raises Rs 130 Cr reiterates that the firm is still on the ascent in the wealth-tech segment. With its ability to scale operations, enhance technology infrastructure and gain access to more cities in India, Wealthy is defining the future of digital wealth management, and financial planning and investment advice are now more accessible than ever.

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Free Pitch Deck Templates

Free Pitch Deck Templates for Startups: Download Now

Hello founders, entrepreneurs and startup enthusiasts! It probably means that you are here on the search to find a free pitch deck template, pitch deck template free download, or pitch deck templates free on Google Slides. You may also be considering pitch deck template PPT free download, or just a free pitch deck template download next time you need to raise new capital in India. Fortunately, you are at the right place.

In this all-inclusive guide you will find:

  • Why a free pitch deck template is a good idea (and what to be wary of).
  • What are some of the important slides and format of your pitch (so that your deck matches what the investors would want)
  • Where to find the quality of free pitch deck templates (including Google Slides / PPT variations)
  • The way the deck connects to the business fundraising services, investment banking services, and the overall startup funding in India.
  • Ideas and advice to make your free template personal so that you do not simply download the so-called nice slide but create a powerful story to the investor.

Let’s dive in.

Why Use Free Pitch Deck Templates?

#1 Speed & Professionalism

Time is money when it comes to a start-up. The presence of a pitch deck template free or a free pitch deck template gives you the freedom to start your presentation with a pitch deck template. Effective slide layouts, uniform colour scheme and investor friendly structure is already implicated in good templates.

In the case of early stage founders in particular, this allows you to invest in content (story, traction, financials) instead of design.

#2 Cost-Effective

In different parts of the world such as India where most of the startups are bootstrapped or at an early stage, it is not always possible to spend large amounts of money on design. Granting free access to good design can be done using a free pitch deck template download or free pitch deck template Google Slides version where the money saved can be allocated to other important things (tech, staff, marketing).

#3 Investor Expectations Congruence.

Structures embedded in templates provided by experienced providers tend to be the ones that meet the expectations of the investors. For example, what is going to slide, storytelling, displaying the size of the market, problem/solution, traction etc. With a good template you increase your odds of your deck being investor-ready and not just pretty.

#4 Risk of Over-Reliance

But, there is a catch, though — applying a free template does not imply that the work is over. You still need to be able to make the existing content about your startup, your market in India (or wherever you are operating), your funding request, your metrics. When you just plunk your numbers in a standard format and hope, it will not work. One investor in a forum said:

A deck is meant to arrange a face-to-face meeting, it is not your complete resume.

Then select a template carefully, then personalise intensively.

What Should Your Pitch Deck Contain?

When the pitch deck free template or pitch deck free startup template is in use, ensure it contains the essential items that investors would require more so considering the environment of investing in India and dealing with business fundraising or investment banking services.

The major slides/sections are the following with a short explanation:

1. Cover / Introduction

  • Startup name, tagline, logo.
  • A single sentence value proposition that simply tells what you do, to whom, and why it is important.
  • First, ensure that your opening slide is powerful. Additionally, the initial slide should tell the story of the business in easily comprehended, straightforward language, as highlighted in one of the articles.

2. Problem

  • What is the pain/need in the market?
  • Who suffers from it? How big is the issue?
  • It is preferable to use actual stories or data.

3. Solution

  • What your product/service solves the problem.
  • Use images or screenshots where necessary.
  • Why is your solution unique?

4. Market Opportunity / Size

  • What is the Total Addressable Market (TAM), Serviceable Available Market (SAM), Serviceable Obtainable Market (SOM)?
  • In India, it assists in localising the numbers (India TAM + global provided you have global ambition).
  • Investors are interested in determining that the opportunity mattered.

5. Business Model

  • How you make money.
  • Sources of revenue, prices, channels of sale.
  • Connect this to actual measurements, not a we will charge it later.

6. Traction / Metrics

  • What you have already accomplished: users, revenue, growth rate, partnerships.
  • At least when you are still in the early stages, demonstrate something (pilot results, customer testimonials, etc).
  • One of the founders of Reddit pointed out:
    Demand some evidence that you are going the right way… No vanity metrics.”

7. Competitive Landscape

  • Who does the same? How do you compare?
  • Showcase your strengths (team, technology, go-to-market, cost structure).
  • Competition that is not discussed can be a cause of concern: “Unless other people are doing it, is the market there?

8. Go-To-Market Strategy

  • What will be your strategy of getting customers?
  • What are your marketing/sales channels? What are the costs?
  • Local context (distribution, regulation, partnerships) is useful to outline, particularly in India.

9. Team

  • Who are the founders? Their background. Why are they the right team?
  • Mention key advisors (let go lost) in case you have an advisory board.

10. Funding Ask & Financial Projections.

  • Level 3-5 years projection: sales, expenses, profitability (or trend).
  • Upon funding request: what you require, how you will utilise it (milestones).
  • When it comes to investors, this is what they want to know: how you are going to use the money, when it will be the next milestone.

11. Closing / Call to Action

  • Thanks slide, contact details, action plan.
  • Keep it crisp.

Where to Find the Best Free Pitch Deck Templates

When looking to find a free pitch deck template, pitch deck template free download, or free Google Slides pitch deck templates, these are effective ways to find one:

  • Sites where PPT/Google Slides can be downloaded (verify that licence is free).
  • Specific startup / fundraising templates. As an example, the cited resources include 35+ best pitch deck startups + free PDF downloads.
  • Make sure the template has layouts that can be edited, content and designed.

Tips when choosing:

  • Find PPT + Google Slides (then you can edit in Google Drive, in case you want to).
  • Make sure that the number of slides is not too many (10-20 slides is a typical case) but not too many.
  • Ensure that the style of design is professional but not complicated (not too many details, few words, clear images).
  • Ensure that the call to action or funding ask slide is present (significant in preparing investors).
  • Check that the template is easily customised to your brand (colours, logo, fonts).
  • Do not use templates that appear too generic or badly free in appearance – investors can detect this.

free pitch deck templates
How This Links to Investment Banking Services & Business Fundraising Services in India

When you are in India and considering raising funds to start your startup, it is worth knowing how your free pitch deck templates fit in the larger ecosystem.

Investment Banking Services Role.

Although we tend to think of investment banking services to be offered to large companies, in the case of most startups the services encompass: preparing the investor materials, valuation advice, fund round structuring, institutional investor/VC introduction, due diligence support. Having a good pitch deck (created using a free pitch deck template but modified), puts you in a better position when undertaking such processes.

For instance:

  • Your deck leads to the first investor outreach (the teaser).
  • Investment banking advisors can refreeze the deck, rehearse you, polish the numbers, structure the task.
  • They can assist in wrapping your fundraising proposal in a way that would be attractive to the local Indian investors as well as foreign investors.
  • Therefore: you start with a powerful free pitch deck template; you can add value to that by using professional fundraising services.

Business Fundraising Services

Same concept: various start-ups request agencies or consultants to assist in business fundraising (preparing financial models, investor presentations, term sheets, etc). The pitch deck is the key element of that material set. Therefore: the more the better you tailor your free startup pitch deck template, the easier your fundraising is.

Startup Funding in India

When in the Indian context, you should make your deck reflect market realities: regulatory environment (fintech, edtech etc), distribution and logistics issues, domestic costs of user acquisition, domestic competition (India vs global). When you are downloading a business pitch deck template free, you should make it an Indian one: state Indian market size, Indian case studies or pilots, your India-specific go-to-market. That will be well received by investors in India.

Free download of pitch deck templates will allow you to concentrate on the Indian content and not the design. So, when you are looking to fund (seed, angel, Series A), your deck will be next to term sheets, communication to your investors: therefore you want templates that are clean, flexible, and transformer friendly.

Best Free Pitch Deck Templates: What to Look For

When comparing several pitch deck templates that are free:

  • Is it investor-centric (problem 2 solution market business model traction team ask)?
  • Can it be edited in Google Slides (to work collaboratively) and PowerPoint?
  • Does it have a visual appearance of modernity, simplicity and legibility (on screen and PDF)?
  • Does it have specific financial and funding ask slides (not generic)?
  • Is the template too generic to be adapted but too specific to be pointless (not 100 slides of fluff)?
  • Is it easy to export (PDF, share link) since most Indian investors demand PDF decks?

When selecting the best free pitch deck templates you can compare a few; the one you can customise easily, you can make your story clear and the one that does not draw attention to itself.

Step-by-Step: Using a Free Pitch Deck Template

It has a simple workflow of how to download a free pitch deck template, making it a mission-ready investor deck.

1. Download & Review the Template

Select a nice free pitch deck template or free Google Slides pitch deck templates version. Open it, review all slides. Add or delete slides according to the needs of your business.

2. Customise Branding & Style

Insert blanked out logo, use your brand colours (where applicable). Make fonts readable on-screen and off.

3. Craft the Story Content

  • Issue: applicable to your target market (India/global).
  • Problem: what you make, how it is special.
  • Market: TAM/SAM/SOM (Include Indian context where relevant).
  • Business Model: the way you make a profit.
  • Traction: measurements, initial users, collaborations.
  • Team: emphasize founder credibility.
  • Questions: Amount raised, fund use, milestones.

Make every slide have one-line titles to ensure even when an investor is in a hurry to look through the presentation, he/she understands the message.

4. Visuals & Data

Use charts, icons, screenshots where possible. Effort to demonstrate actual data or be what you say. Avoid large blocks of text. As referenced by the guide:

“Be straightforward… Prioritise story over stats. Pitch decks should be short and informative.

5. Customize to your Audience/ Market.

When you are trying to raise money in India, make sure that the deck has references to Indian market size, local regulatory or competitive environment, Indian go-to-market plan. Also note how your startup is or will be linked or utilize local talent, cost structure, distribution, etc.

6. Collaborate & Iterate

Send the deck to mentors or advisors (or your business fundraising / investment banking services team). Get feedback, iterate, refine. You can use the initial investor surveys to enhance it significantly.

7. Export & Prepare for Presentation

Complete layout, export to PDF and retain editable version (Google Slides or PPT). Check all fonts, graphics are good. Ready to make it part of your fundraising package (in addition to the executive summary, business plan, term sheet), to investors in India or overseas.

8. Rehearse the Pitch

Your pitch is facilitated by the deck. It should be able to be presented within approximately 10-15 minutes, which should focus on the key slides and tell the story as opposed to slide reading. As one article pointed out: Various investors operate in various structures … What you need to be trying to do is to make the investor believe that some of his money needs to be invested in your business because it will multiply…

FAQs & Common Mistakes to Avoid

Q: Is it possible to use any free pitch deck template?
A: Yes, but make sure that it matches your business stage (seed, angel, Series A), and your market (India/global). Other templates are generic; they will still need to be customised on a profound level.

Q: How many slides is too many?
A: There is no strict guideline, but most investors would like it to be between 10-20 slides. Longer decks will be dilutive to concentration. One of the sources suggests that there might be enough slides (12).
Medium

Q: Is detailed financial modelling required?
A: Add top-level projections and important measures; you will not need 100 pages of spreadsheet in the pitch deck, but you must be ready to provide detailed models as needed.

Q: What are the errors founders commit?
A: Some common ones:

  • Overloading the slides with text, rendering it illegible.
  • Applying a generic template without personalising it to their story.
  • Lacking Indian sensitivity in bringing up in India (or local market)Failure to specify funding seek and milestones.
  • Lacking traction or plausible figures.

Q: What is the relationship between this and business fundraising or investment banking services?
A: Your deck is the main document you are going to use in fundraising. If you use professional services (such as business fundraising or investment banking), then they will analyse, polish, and match your deck with investor market expectations—whether in India or globally. Therefore, visualise the deck as your ticket to investor meetings. Moreover, the more beautiful and polished it is, the more likely you are to get into meetings with quality investors and, consequently, get good terms.

Summary

To conclude: no matter how many times you have sought free pitch deck templates, pitch deck template PPT free download, free Google Slides pitch deck templates or even a pitch deck free template to raise funding on your startup in India, the trick here is to pick a robust template, tailor it to your narrative and market, match it with investor expectations, and back it up with good content, numbers and visuals. In this way, you will fit seamlessly into the larger fundraising ecosystem. For example, by documenting in front of your future investors and by using business fundraising services or investment banking services to structure your round. Moreover, use the deck to clearly answer why your startup, why now, why you, and why me (the investor). Then you have the base of the next step, outreach, negotiations, closing.

Ready to get started? I can also point you to some of the best free pitch deck templates (Google Slides + PPT) on the market today, and can even go as far as to customise one to your Indian-startup situation.

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Tech Startup Funding

How to Get Tech Startup Funding: A Practical Guide for Founders

Launching a tech start up is fun- but to bring an idea into a successful business needs funding. Be it a new AI tool or SaaS solution, or a hardware solution, funding is necessary to grow operations, recruit talent, and roll out your product. This manual demonstrates how to raise money through tech startup funding, and has steps to follow that are relevant to the current tech ecosystem.

Why Tech Startups Need Funding?

Technology startups have a higher initial expense than traditional businesses because of:

  • Software development, hardware development, AI development.
  • Cloud infrastructure or servers.
  • Recruiting engineers, designers and marketing staff.
  • Regulatory and compliance standards.

Even the best technological ideas may come to a halt without adequate funding. That is the reason why any founder needs to know how the funding can be made and what the investors expect.

#1 Step: Identify the Right Type of Funding

The initial step in raising tech startup funding is to understand what type of funding suits your startup and its objectives:

  1. Bootstrapping: Financing operations with own savings or revenue. Ideal for early-stage ideas.
  2. Friends and Family: Minimal investments made by immediate acquaintances. Useful in development of proof-of-concept or prototype.
  3. Angel Investors: Seasoned investors that contribute investments in the form of equity. Often provide mentorship.
  4. Venture Capital (VC): Investments in startups of high potential growth. VCs will fund high amounts but with high equity and quick returns.
  5. Government Grants and Programs Non-dilutive funding to encourage innovation.
  6. Crowdfunding: Seek direct financing of potential clients via such platforms as Kickstarter or Indiegogo.
  7. Corporate Partnerships: Resources or investment by well-known companies in order to collaborate or get early access.

AI Insight: The new AI can assist the founders to find out potential investors, fund raise trends, and even pitch deck optimization to predict what will attract investors according to previous funding records.

#2 Step: Build a Strong Business Plan

Investors desire to have a road map. The following things should be included in your business plan:

  • Problem & Solution: What is your tech a solution to, and why is it special?
  • Market Opportunity: Growth trends, competitors and total addressable market.
  • Model: How are you going to make money with your startup? Subscription, licensing, free-mium, etc.
  • Product Roadmap: Product development milestones and schedules.
  • Team Credentials: Why your team can create the vision.
  • Financial Projections: Financing requirements, expenses and revenue.

Pro Tip: AI tools such as business plan generators can assist you to organise your plan in the most effective way and can simulate growth conditions to investors.

Learn About: Technology investment banking services

#3 Step: Craft a Winning Pitch Deck

Your startup’s first impression is a pitch deck. An AI-intensive solution will be able to study the existing successful pitches in order to maximise content and visuals. Key slides include:

  • Introduction and Problem: Straight forward and clear.
  • Solution: The value positioning of your product.
  • Market Opportunity: Factual and valid.
  • Traction: Start-user, revenue, partnerships.
  • Business Model: How you raise money.
  • Team & Advisors: Be competent and reliable.
  • Funding Ask Finance: Be clear as to how the funding will expedite growth.

Tip: Keep it under 15 slides. Your deck can also be automatically generated by AI tools into graphs, charts and competitor analysis.

free pitch deck templates
#4 Step: Demonstrate Traction

Startups with the potential of success are invested in by investors. Traction can include:

  • The increase or the usage metrics of the users.
  • Revenue or pre-orders
  • Beta program success
  • Joint ventures or alliances.

Small, initial traction can do major wonders to investor confidence. AI analytics can monitor user behaviour, growth patterns, and retention, and thus it is simpler to provide definite displays of traction.

#5 Step: Leverage Networks and Platforms

Funding is a matter of who you have connections with rather than what you have accomplished. Network expansion strategies:

  • Startup Incubators and Accelerators: Y Combinator, Techstars and others offer mentorship and funds.
  • Angel Networks VC Platforms: AngelList, Crunchbase, and LinkedIn may help you find investors.
  • Tech Conferences and Meetups: Pitch events, Hackathons, and workshops are also good in terms of exposure.

AI Insight: AI-powered tools will assist to find investors best suited to your startup business, location, and funding round and save time and chances of success.

#6 Step: Choose the Right Funding Option

Here’s how to match funding types with startup stages:

match funding types with startup stages

Choosing the right option prevents unnecessary equity loss and aligns your growth trajectory with investor expectations.

#7 Step: Avoid Common Pitfalls

  • VC too soon: Prioritise traction.
  • Failure to take legal and financial structuring: Unambiguous contracts and equity arrangements will avoid conflicts.
  • Disregard of investor feedback: Relevant ideas, although financial assistance may not be as timely.
  • Weak story telling: The investors must relate to your vision both emotionally and logically.

#8 Step: Leverage AI to Boost Funding Success

Artificial intelligence will be able to assist where conventional technology fails:

  • Investor Research: AI is used to conduct a scan of databases with investors who are likely to finance your industry.
  • Pitch Deck Optimization: Predictive technology proposes slides, images, and messages that resonate.
  • Financial Forecasting: AI thinks over various scenarios to reinforce predictions.
  • Market validation: AI software processes user response, trends, and sentiment to justify market demand.

AI can be used strategically to save time and reduce risk and enhance investor credibility.

 

Final Thoughts

Funding tech startups is not a random event. Focus on:

  • Competence in your stage of start-up.
  • Selecting the appropriate financing sources.
  • Developing an effective business strategy and traction measures.
  • Preparing a persuasive pitch deck.
  • Using AI and networks to their advantage.

This is an efficient and confidence-based way for founders to get tech startup funding in order to transform innovative ideas into scalable and successful businesses.

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Battery Recycling Market

Battery Recycling Market Report 2025-2030

The battery recycling market is actively developing and will expand further. Analysts estimate the market size at $21.66 billion in 2025, reaching $34.65 billion by 2029, growing at an annual rate of 12.5%.

A market is growing due to the following reasons:

  • Increased amounts of electronic waste and disposal regulations.
  • More rechargeable batteries are being used in consumer electronics.
  • Electric vehicle (EV) market growth.
  • Strict environmental laws to encourage recycling.
  • Consciousness of exhaustible resources of metals and sustainability.

Nevertheless, trade tensions and tariffs are threatening the market dynamics, especially in the U.S. with possible tariffs on the imported lithium and cobalt batteries potentially interfering with the EV battery recycling supply chain.

Market Dynamics

Drivers

1. Raising the EV Adoption.

The significant driver of battery recycling is EV adoption. As the EV market expands:

  • Lithium, cobalt and nickel are high value metals that can be recovered through recycling.
  • Life-cycle costs are minimised and it becomes more efficient in managing hazardous wastes.
  • Battery utility is not limited to EV use as second-life applications of batteries (e.g., energy storage to households or renewable energy) are also being developed.

The International Energy Agency (IEA) estimates that 125 million EVs will be sold worldwide by 2030, and this will raise the population of lithium-ion batteries that will be placed at the end of life.

Learn About: What is Financial Modeling

2. Government Programs and Investments.

The governmental assistance is essential in the development of battery recycling:

  • In June 2023, the U.S. Department of Energy (DOE) used funding to allocate $192 million to battery recycling and advanced research and development.
  • The DOE invested $125 million in consumer electronics battery recycling under the Bipartisan Infrastructure Law to strengthen the U.S. battery supply chain.

The activities promote technological innovation, recycling facilities, and the implementation of the circular economy.

3. Rise in Electronic Waste

External factors such as increasing demand of consumer electronics help to increase the quantity of electronic waste and this is why the need to recycle the batteries effectively is an urgent issue to recover electronic materials and minimise the effect on the environment.

Restraints

  • Trade Tariffs and Geopolitical Risks: There are tariffs on imported recycled metals, particularly those of South Korea and Belgium, which interfere with global EV battery recycling supply chains.
  • Complexity of processing: To recycle the lithium-ion batteries in an efficient manner, it needs advanced technology, skills and handling.

business valuation software
Market Segmentation

1. By Battery Type

  • Lead-Acid Batteries: Lead-acid batteries can be recycled at high rates, often exceeding 90%.
  • Nickel-Based Batteries: high temperature, durable and mostly used in industry.
  • Lithium-Based Batteries: High power density; commonly applied in electric vehicles and energy storage.
  • Others: New battery chemistry in the niche.

2. By Process

  • Material Extraction: Metals and active ingredients.
  • Reuse and Re-purposing: Increasing battery life in low-power gear.
  • Repackaging: Second life: Refurbished to other use.
  • Safe Disposal: Proper disposal of the hazardous remnants that is environmentally friendly.

3. By End-User

  • Car Industry: EV and hybrid battery.
  • Consumer Electronics: Household batteries, laptops and Smartphones.

Regional Analysis

  • North America: Known to be the biggest market in 2025 because of the government programs, use of EVs and the developed recycling facilities.
  • Europe: Cautious recycling policies spur in the market.
  • Asia-Pacific: The strong demand is supported by fast EV adoption and the development of the industrial sector.
  • Other Regions: South America, Middle East, and Africa exhibit possibilities of the establishment of recycling programs.

Competitive Landscape

Strategic Collaborations:

  • Redwood Materials + Volkswagen Group of America (2022): Recycling EV batteries at end of life.
  • Redwood Materials and REDUX Recycling GmbH (2023): reinforcing European activities.

Key Market Players:

Li-Cycle Holdings Corp., Battery Solutions LLC, Exide industries Ltd., Umicore NV, Aqua metals Inc., Gravita India Limited, East Penn manufacturing, ENERSYS Corp., Fortum Oyj, Accurec Recycling GmbH, Eco-Bat Technologies, Terrapure Environmental Services, Guangdong Brunp Recycling Technology and many others.

Battery Recycling Market Report

Technological Innovations:

  • High efficiency lithium-ion battery recycling processes with in excess of 95% metal recovery.
  • Efficiency and quality of materials are enhanced by automation.
  • The inclusion of blockchains provides transparent and traceable recycling.

Market Trends

  • Circular Economy Focus: Sustainable supply of materials by establishing closed-loop supply chains.
  • Urban Mining: Mining of urban waste streams of metals.
  • Innovative Business Model: recycling subscription models or collection models.
  • Government Incentives: Grants and policies on R&D, infrastructure, and EV battery life cycle management.

Forecast and Outlook

  • Market Size: In 2025, the market size will be $21.66 billion, which will increase to 34.65 billion by 2029 (CAGR 12.5%).
  • Major Growth Drivers EV adoption, sustainable practices, technological innovations and government policies.
  • Issues: Trade wars, taxes and complicated recycling are issues that may slow growth a bit.

Future Focus Areas:

  • Advanced battery recycling technologies.
  • Expansion of recycling infrastructure.
  • Strategic international collaborations.
  • Digital tools for recycling traceability and efficiency.
Conclusion

There is a significant potential of the battery recycling market to grow significantly starting the year 2025, due to EV-adoption, governmental support, and the rising environmental consciousness. Those companies that are best able to seize market opportunities are those that are using sophisticated technology, circular economies, and strategic alliances although trade tensions and disruption of supply chains are operating as obstacles.

The report can help manufacturers, recyclers, investors, and policy makers who are facing a fast changing landscape in battery recycling.

FAQ – Frequently Asked Questions

1. What is the current size of the battery recycling market?

The market size of battery recycling is estimated to reach 21.66 billion in 2025 and it is projected that the market will grow immensely because of the increasing number of EVs, electronic waste, and government policies that support sustainable initiatives.

2. How will the market development of the battery recycling market grow?

This market is estimated to be reaching a figure of 34.65 billion by 2029 at a compound annual growth rate of 12.5. The initiators of this growth are EV adoption, sustainable recycling, technology, and the circular economy.

Read About: Financial Model for BPO Company

3. Which factors are driving battery recycling market growth?

Key growth drivers include:

  • Increasing e-waste and disposal policy.
  • Raising the use of electric vehicles (EVs).
  • Recycling programs financed and encouraged by the government.
  • Environmental consciousness of limited metal materials.
  • Battery recycling and material recovery technological innovations.

4. Who are the key players in the battery recycling market?

Li-Cycle Holdings Corp., Battery Solutions LLC, Exide Industries Ltd, Umicore NV, Aqua Metals Inc, Gravita India Limited, East Penn Manufacturing, ENERSYS Corp, Fortum Oyj, Accurec Recycling GmbH, Eco-Bat Technologies, Terrapure Environmental Services, Guangdong Brunp Recycling Technology, Redwood Materials, REDUX Recycling GmbH and others.

5. Which government programs facilitate battery recycling?

  • DOE funding on battery recycling R&D and infrastructures (192M).
  • Bipartisan Infrastructure Law: $ 7 billion to enhance domestic battery supply chains, with $125 million allocated to consumer electronics battery recovery.
  • There are also regulatory incentives and funding programs by the European Union and Asia-Pacific governments to encourage recycling in a sustainable form.

fintech investment banking

Partner with the Right FinTech Investment Banking Firm for Success

Fintech is changing the world of finance – digital payments, online lending, blockchain, and wealth management technology. Nonetheless, there is an effective financial plan with highly qualified consultants behind each successful fin-tech company. Fintech investment banking comes into play here. These specialised companies bridge innovation and capital, assisting financial technology companies to raise finance, grow, merge, and succeed in a competitive environment.

This guide will take you through all the things you should know as a fintech founder, CEO, or investor to the best investment banking firm in the fintech sector to invest with in the future, including what they can and cannot do as well as how to select the appropriate partner.

What Is FinTech Investment Banking?

Fintech investment banking is a niche investment banking service that solely concentrates on the financial technology business. Fintech investment banks have a specialisation in digital finance, unlike conventional investment banks that serve a wide industry. They integrate financial knowledge, technological knowledge, and strategic knowledge to make fintech firms grow and prosper.

Core functions include:

  • Capital raising: Assistance in attracting venture capital, private equity, or strategic investors to finance the startup as well as an existing company.
  • Mergers and acquisitions (M&A): Counselling businesses to acquire, dispose, or merge with other fintech companies to increase competencies.
  • IPO advisory: Counselings companies that are going public by assisting them in valuation, compliance and investor relationships.
  • Valuation and growth strategy: This would be giving detailed market analysis to provide accurate valuation and eventual success.

To put it in simple terms, fintech investment banking assists innovative businesses to acquire the financial resources and business strategy to grow in a sustainable manner.

Why FinTech Companies Need Specialised Investment Banking Partners

The fintech industry is a rapidly developing industry. New technologies appear every month, laws change and become stricter every day, and the competition rises day after day. These complexities are not totally understood by a conventional investment bank – but they are by a dedicated fintech investment banking firm.

That is why it is important to have the right partner:

1. Deep Industry Knowledge
Fintech bankers know how to appreciate digital assets such as APIs, data algorithms, mobile platforms, which are often overlooked by the traditional banks. This provides a realistic and appealing company valuation in raising capital or a merger.

2. Access to FinTech Investors
The leading fintech investment banks are connected with the venture capitalists, family offices and fintech-focused private equity firms. They directly link you with investors that understand your technology and market potential.

3. Regulatory Insight
Regulations play a large role in the fintech industry, be it compliance with the KYC and AML regulations or privacy regulations. Fitech-based investment bankers will make sure that deals are in line with fintech and data protection standards.

4. Global Market Reach
Scalability across regions is also frequently the driver of fintech success. A well-developed investment banking partner gives availability to foreign investors, partners and targets of acquisition.

5. Strategic Growth Support
The right company is not only that one that can assist you in raising the money, it is also your long-term counsellor who can see new opportunities, new collaborations and new development courses, as the market changes.

free pitch deck templates
Top Services FinTech Investment Banks Provide to Clients

When you work with an investment banking company that is fintech-oriented, you will have access to a package of financial and strategic services optimally tailored to your company:

1. Raising of Capital and Structuring of funds.

Investment bankers also assist fintech companies to raise funds at any of their capital stages, such as seed round, Series A, Series B, or pre-IPO. They come up with financial models, pitch decks and deal structuring to get the appropriate investors.

Example:
An investment bank can help a digital payment startup that is in need of Series B financing to find those investors who focus on payment infrastructure that will help the company to get business funding for small business that aligns with the long-term vision of the company.

2. Mergers and Acquisitions Advisory.

You can use fintech investment bankers to run each phase of the acquisition of a smaller startup, or merger with a strategic partner, including valuation, negotiation, due diligence, and deal execution.

Example:
A neobank can purchase a regtech start-up to improve automation of compliance. The banker will make certain that there is financial and strategic alignment to have a smooth merger.

3. IPO and Public Market Advice.

Investment bankers assist in preparing IPOs when fintech companies have reached maturity to ensure there is transparency, compliance, and preparedness of the investors. These are financial reporting, roadshows and positioning of the stock market.

4. Strategic Consulting and Valuation.

The assets of fintech companies are often intangible such as intellectual property or algorithmic data. The high valuation models applied by specialised investment bankers are used to measure the values properly and make strategic decisions.

5. Financial Restructuring

In companies that have financial difficulties or during market crashes, investment banks formulate restructuring strategies to help them stabilise operations, earn investor trust, and reignite the growth process.

How to Choose the Right FinTech Investment Banking Firm?

The right partner can make or break the way your company grows. These are the key factors that you must take into account when choosing your fintech investment banking advisory services company:

1. Proven Track Record
Review previous fintech transactions by the firm with your business. Have they funded rounds or M&As in your niche (such as payments, insurtech or blockchain)?

Also Read About: How to Raise Series A Funding in India?

2. Investor Network
Connection with a good network of investors is a speedy way of getting capital. Make sure that the company has built cooperations with fintech-oriented investors and international financial organizations.

3. Customized Strategy
One-size-fits-all solutions are to be avoided. The top fintech investment bankers develop unique plans that fit your objectives, be it fundraising, market expansion, or IPO.

4. Knowledge on Emerging Technologies
Your investment banking partner must know how new trends such as AI in finance, digital wallets, Web3, and open banking impact on your business model.

5. Transparency and Integrity
Effective communication, adequate fee frameworks, and practices are essential. A suitable company believes in relationships with the long term, as opposed to the short term.

Key Advantages of Choosing a FinTech Investment Banking Firm

Collaborating with a special fintech investment bank has more than mere access to funds:

  • Accelerated Fundraising: Access to investors that really know fintech faster.
  • Improved Valuation: Reflect the worth of your technology and development opportunities.
  • Global Expansion Opportunities: Get into new markets with confidence by strategic alliances.
  • Increase Deal Efficiency: Decrease the time of closing sophisticated financing or acquisition deals.
  • Professional Advice: Trust experts that foresee difficulties and overcome market uncertainty.

business valuation software
Key Innovations Shaping the Future of FinTech in Investment Banking

To remain competitive, fintech companies and investment banks have to respond to industry trends defining the financial services in the modern world:

1. AI-Driven Deal Analytics
DAV and risk assessment Artificial Intelligence and machine learning are changing how deals are discovered, evaluated and assessed risk.

2. ESG-Based Financing emergence.
ESG-oriented investors are willing to invest in fintech companies that implement sustainability, inclusion, and ethical finance. These measures have been incorporated by investment banks as part of deal strategies.

3. Expanding Cross-Border M&A.
With the increase in fintech solutions around the world, investment banks trade cross-border transactions, particularly in North America, Europe, and Asia.

4. Financing with Blockchains and Tokenization.
As blockchain goes mainstream, fintech investment banks are considering tokenized assets, DeFi (decentralized finance), and fundraising approaches based on blockchain.

5. Strategic Consolidation
Mergers of payment processors, neobanks, and lending platforms are also happening in the fintech market – an indication that the industry is moving towards the consolidation of the ecosystem. Investment banks are very important in the structuring of these transactions.

When Should You Partner with a FinTech Investment Banking Firm?

It is important to know when to seek the services of an investment banking partner. The following are the most appropriate moments to consult them:

  • You are about to launch a large funding round (Series B or later).
  • You are thinking of strategic merger, acquisition or exit.
  • You are thinking of an IPO or are thinking of going public.
  • You require an investment or strategic map.
  • You are looking to get international and need cross-border financial advice.

Early engagement can make your fintech company competitively position itself with regard to investors by planning in advance.

Learn About: Startup Funding in India

Conclusion:

The financial landscape of the fintech industry is changing more rapidly than ever — so should your financial strategy. An expert fintech-focused investment banking company does not just make you meet money, but allows you to make better choices in business, achieve long-term expansions, and outperform competitors.

Regardless of whether you are climbing the ladder of a digital lending solution, opening a payment gateway, or going through an IPO, finding the appropriate fintech investment banking partner will determine the success of your company.

Wise investment in both technology and strategic partners.

technology investment banking services

What is Technology Investment Banking? Key Insights for Investors & Professionals

Technology investment banking services are essential in determining the growth paths of startups and scale-ups and established tech companies in the rapidly changing digital economy of the present times. You are an investor who needs to find opportunities with high returns, a tech entrepreneur who needs to evaluate capital sources, or you are a professional who needs to negotiate a deal in the field of M&A. The area of technology investment banking is crucial to your understanding.

The article is a detailed guide to technology venture capital services, including mergers and acquisitions (M&A), venture capital and strategic advisory among others. We also investigate the effect of these services on the stakeholders providing practical information on how to receive maximum value and reduce risks.

How Technology Investment Banking Drives Growth?

Technology investment banking services refer to a diversity of financial advisory and capital-raising services unique to the technology sector. technology investment banking for startups is centred on firms in the software, hardware, cloud computing, artificial intelligence, cyber-security, fin-tech, biotech and other high-growth technology sectors unlike traditional investment banking that provides service to many industries.

Key services typically include:

1. Mergers & Acquisitions (M&A) Advisory

  • Technology investment banks provide advice to companies on how they should buy, sell or merge with other tech firms.
  • Services involve valuation analysis, due diligence, deal structuring and negotiation support.
  • Scenario: A Cloud-computing startup that wishes to be acquired by a larger enterprise software company would use the services of M&A advisory to help in giving a fair valuation and smooth deal.

2. Venture Capital & Private Equity Placement

  • These banks assist the technology firms in seeking financing through venture capital (VC) founders or/and private equity (PE) founders.
  • They design investment rounds, develop pitch materials, and match the entrepreneurs with the applicable investors.
  • Examples: A fin-tech startup raising Series B could hire one of the technology investment banks in order to attract strategic investors and good terms of the deal.

3. Strategic Advisory & Corporate Finance Services

  • In addition to deals, technology investment banks offer long-term strategic planning, such as capital structure planning, positioning in the market, and growth planning.
  • They help in financial modelling, risk analysis and strategic decision making of start ups and mature technology companies.

4. Debt & Equity Capital Markets Services

  • Technology investment banks help companies to access capital markets in case they are planning to issue stocks or bonds.
  • They provide advice on IPO preparation, secondary issues, and issuing convertible debt and making sure it complies with regulations and investor trust.

business valuation software

Why Tech Companies Need Investment Banking Expertise

Any investment or expansion of a technology business presents a high risk since markets are dynamic, innovations are cyclic, and competition is intense. The investment banking services alleviate these risks by offering:

  • Valuation Experience: Tech firms frequently possess intangible resources (such as IP, proprietary algorithms and software platforms). The correct valuation of these cannot be done without expert knowledge.
  • Availability of Capital: Banks introduce firms to investors who are knowledgeable of the peculiarities of technology markets.
  • Strategic Guidance: Senior bankers provide market trends, market positioning and exit strategies.
  • Regulatory Compliance: Tech transactions can comprise cross border transactions, data privacy, and IP. Investment banks will make sure that all the legal and regulatory frameworks are followed.

Leading Technology Investment Banks Shaping the Industry

A number of the upper-end investment banks and boutique firms are focused on transactions in technology:

  • Goldman Sachs and Morgan Stanley: Multinational technology M&A advisory and public offerings.
  • FundTQ – Investment Banking Services: Specialises in technology deals with, advising on growth capital, mergers and acquisitions and strategic equity.
  • Qatalyst Partners & Allen & Company: Boutique firms that have intense emphasis on high-growth technology deals.
  • SVB Securities (previously Silicon Valley Bank): Provides venture capital and growth equity advisory services to tech startups.

Every company has a distinct set of industry knowledge, investor links and deal experience, and they are important collaborators to technology firms desiring to pursue a strategy of growth.

How Technology Firms Leverage M&A for Growth

A fundamental service of technology investment banking is mergers and acquisition. They help companies to increase market share, purchase new technologies, or merge with each other.

Key M&A trends in tech include:

  • Consolidation of Cloud Computing (SaaS): There is a trend of merging of many SaaS companies to expand their product and grow in a very short period.
  • Acquisitions of AI and Machine Learning: Bigger companies tend to purchase startups that have sophisticated AI to increase innovation rate.
  • Cross-Border Deals: Technology companies are becoming more eager to engage in international M&A as a way of finding new markets and new sources of revenue.

A technology investment bank is used to package these transactions in the best interest of value creation and risk reduction, fair valuations, and complex negotiations.

Venture Capital and Technology Investment Banking

Venture capital is a saviour to new technical firms. VC funding is achieved through tech investment banking consultants which:

  • Finding the right investors in line with the vision of the company.
  • Organising investment rounds to make the most out of capital.
  • Working out conditions that will ensure we have an equitable control of the business by the founders and investors.

To investors, the technology investment banks offer deal flow, due diligence and market intelligence and aid in determining which startups have a high growth potential.

How Technology Investment Banks Boost Client Profitability

Investment banking services offered in technology have the effect of creating value in that they:

  • Market Intelligence: Data analytics, industry reports, and networks allow banks to discover opportunities to grow and competitive threats.
  • Financial Engineering: Deal structuring by the experts is efficient on tax and optimal allocation of capital as well as risk reduction.
  • Investor Confidence: Credible advisory will improve investor confidence which will make fundraising easier and more successful.
  • Exit Optimization: In the case of startups; banks recommend IPOs, secondary sales, or strategic acquisitions to make the most out of the shareholders.

free pitch deck templates

Questions to Ask Potential Technology Investment Banks Before Signing

The choice of a technology investment bank is an important issue. Key factors include:

  • Experience in Industry: You wish to find companies that have substantial experience in your technology line.
  • Track Record: Assess previous transactions, values realised and successful fund-raises.
  • Network Access: The network of investor and strategic partners of a bank can break or make a deal.
  • Advice Quality: Sound advice in valuation, deal structuring and negotiation is essential.

The involvement of an appropriate partner may make a huge difference in terms of growth, startup funding results, and market position.

Future of Technology Investment Banking

Investment banking technology is changing at a very fast rate:

  • AI-based Deal Analysis: Artificial intelligence is now employed in valuation modeling, risk, and trend prediction on the market.
  • Emergence of SPACs: Special Purpose Acquisition Companies are offering other ways in order to take tech companies public.
  • Cross-Border Digital Ecosystems: World technology convergence is creating sophisticated M&A and investment prospects.
  • Sustainable and Impact Investing: Investors are giving preference to ESG-complaint technological companies and this is changing the practices of banking advisors.

These trends indicate that technology investment banking is going to be a high-value dynamic sector that is constantly evolving according to innovation and market changes.

Conclusion

Tech companies, investors, and professionals in the modern complex digital economy cannot do without technology M&A advisory services. Whether it is M&A advisory and venture capital placement, or strategic corporate finance and capital market services. These banks are the providers of the expertise, networks and guidance that lead to growth, finance and optimisation of the exits.

To investors, engaging an experienced technology investment bank would open up high growth opportunities and risk avoidance. It guarantees business people strategic direction, ideal valuation as well as effective raising of capital. This is because with the ever-evolving technology in the industries. The role technology funding and advisory services plays in the future of innovation and investment will be even more vital.

Investment Banking Advisory Services

Top Investment Banking Advisory Services for Mid-Market Businesses

Investment banking advisory services are very important in opening up business growth opportunities to mid-market businesses interested in growth through expansion or merging, as well as raising capital. These services are not just another form of financial advice – they fill the gap between business vision and action with expert advice on how to raise capital, mergers and acquisitions (M&A), valuation, and strategic restructuring.

Simply put, an investment bank advisory business assists companies to make sound financial decisions through a combination of market knowledge, valuation skills, and deal execution business.

What Are Investment Banking Advisory Services?

The investment banking advisory services can be defined as a set of professional consulting services which help business enterprises to realise major financial goals. Such services are normally:

  • Mergers & Acquisitions (M&A): Assisting companies to find, negotiate and implement an acquisition or merger that supports long-term objectives.
  • Capital Raising: Helping businesses to obtain financing by investors, venture capitalists, or private equity firms either in equity or debt.
  • Valuation & Financial Modeling: The company will also offer a detailed business valuation, projection, and financial model to inform an investment decision.
  • Restructuring Advisory: Assistance to businesses in dealing with their financial difficulties, debt restructuring, or performance enhancement plans.

You are a start-up or are raising a new round of funding, or you are a growing company looking to be strategically invested in either way. Investment banking services will help you have all the steps in line with your business goals.

Why Mid-Market Businesses Need Capital raising advisory

The challenges encountered by mid-market companies are usually specific: insufficient access to capital, valuation difference, and uncertainty in strategy when growing. All these complexities can be avoided by engaging the services of professionals providing financial advisory services in investment banking.

Here’s why it matters:

  • Availability of Capital and Investors Advisors introduce mid-sized companies to additional sources of funding, such as private equity investors, venture capital funds, and strategic partners.
  • True business Valuation: The financial modeling and informed suggestions allow advisors to calculate a fair market valuation, which is critical in negotiation and investment rounds.
  • Strategic Decision Support: Advisory firms provide advice on decision-making during M&A, diversification or restructuring with professional expert analysis and knowledge of the market.
  • Effective Deal Delivery: Experienced investment banking advisors make everything easy, the due diligence, and completion of deals.

business valuation software
Transaction advisory services and investment banking are two terms that are frequently compared in the modern fluctuating financial ecosystem. Although both provide advice on corporate transactions, investment banking goes a notch higher. It deals with deal origination, structuring, and underwriting. hence it is essential in the mid-market companies.

Types of Investment Bank Advisory Services

A detailed investment banking advisory services agreement generally encompasses a variety of niche services, which include:

  • Equity and Debt Advisory – Organising business fundraising rounds by way of public or private placements.
  • Underwriting and Capitals Markets Support- Assisting businesses to raise funds by IPOs or private equity.
  • M&A and Divestiture Advisory – Executing acquisitions, mergers or business sales end-to end.
  • Strategic and Financial Consulting – Providing custom guidance to sustainable business development.

These services are constructed on trust, experience and thorough market analysis, which are fundamental values that define top investment banking firms all over the world.

Investment Banking: A Guide to Underwriting and Advisory Services

Two pillars of investment banking are underwriting and advisory.

  1. Underwriting is the evaluation of risk and the provision of capital towards corporate financing or IPOs.
  2. Advisory services, however, are those services that give strategic and financial advice on a transaction to make it a success.

By working together they assist companies to realise the best results which is risk and returns and long term value creation.

Read More: What’s the Best Way to business funding for small business in India?

The Future of Investment Banking Financial Advisory for Mid-Market Firms

The mid-market firms have access to data-driven corporate finance advisory like never before due to the emergence of digital transformation and AI in the financial sector. In automated financial modelling to predictive analytics in valuation, technology is changing the nature of advisory decision making.

Companies that adopt such an evolution, with the use of the experience of the human kind and the intelligent financial tools are in a better position to grow in scale and also be in a position to make investments.

free pitch deck templates
Final Thoughts

Big corporations are no longer the only ones to engage in corporate finance advisory. As in the case of mid-market enterprises, they are growth drivers, monetary illumination, as well as strategic guidance. It could be capital raise, M and A, better valuation accuracy. The correct advisory partner can make you see financial vision in action.

When informed about the fundamental principles of investment banking financial advisory service. The mid-sized businesses will be assured of their competitiveness in the fast-paced business environment.

FAQ – Investment Banking Advisory Services

1. What are investment banking advisory services?
Answer: Investment bank advisory services will guide the business in raising funds, acquisition, mergers, and financial planning and valuation. The services will assist businesses to make wise financial choices and reach the appropriate investors.

2. How do mid-market businesses benefit from investment banking advisory services?
Answer: Mid-market firms gain access to capital, expert M&A execution, accurate business valuations, and strategic financial insights, enabling growth and investment readiness.

3. What is the difference between transaction advisory services and investment banking?
Answer: The transaction advisory services are dedicated to the due diligence and deal structuring, and investment bank advisory services are dedicated to the fundraising, underwriting, and complete execution of the M&A in the long-term development.

4. What is included in an investment banking advisory services agreement?
Answer: An agreement of investment banking advisory services specifies the range of advisory services. Such as capital raising, M&A advisory services, valuation, financial modelling, and compensation and deliverables compensation and deliverables terms.

5. How can investment banking financial advisory services help with fundraising?
Answer: Financial advisory services guide businesses to create investors-ready financial models, pitch-decks, and valuations, and match them with the appropriate investors and promote an effective fund raising round.

6. What is the role of underwriting in investment bank advisory services?
Answer: Underwriting refers to risk evaluation and provision of capital to finance corporate or IPOs. It will guarantee that businesses get funding with the lowest financial risk combined with advisory services.

 

Get Business Funding for Small Business

What’s the Best Way to Get Funding for a Small Business in India?

To open or grow a business, passion alone is not enough but the proper financial aid is needed. Small business funding opportunities are higher than ever before in 2026. Whether it is a new idea or expansion of an already formed business, understanding how to raise funds to start a small business or grow an existing one is the difference between success and failure.

Here in this guide we are going to discuss the most effective methods of acquiring funding of small business, primary sources, government programs, and intelligent methods of obtaining the correct kind of capital to suit your requirements.

Understanding Small Business Funding in 2026

It is important to first define what small business financing is before we plunge into the specific sources of funding.

Small business funding is any financial support to start ups or small business ventures to meet costs including:

  • Inventory or product development.
  • Hiring employees
  • Marketing and technological advancement.
  • Current assets or working capital.

As the global startup ecosystem is thriving, the need for funding assistance to small enterprises has never been greater. Governments, banks and individuals who just want to invest their money are all providing resources on how to support small funding to an idea of business that has potential.

Why Funding Matters for Small Businesses?

Securing capital early can:

  • Increase cash flow and maintain business.
  • Grow faster by making investment in tools, talent and marketing possible.
  • Grow popularity among suppliers and customers.
  • Less risk through the diversification of sources of financial support.

To put it in a nutshell, the idea of starting a small business can become a successful company with the knowledge of how to raise funds.

Top 10 Ways to Get Funding for Small Business in 2026

1. Government Grants and Schemes

Governments of all countries, such as small business or startup funding in India, provide grants, subsidies and low-interest loans to entrepreneurs.

Examples include:

  • MSME Loan Schemes in India
  • Startup India Seed Fund Scheme (SISFS).
  • Pradhan Mantri Mudra Yojana (PMMY) – small business micro-loans.
  • Small Business Administration (SBA) Loans of the U.S.

It is among the most suitable funding sources of a small business as it is usually associated with lower repayment.

2. Bank Loans

The traditional banks have still continued to be a trusted provider of loans to the small business. 

You can apply for:

  • Term loans (used to pay in installments over time).
  • Working capital loans (to cover cash flow)
  • Equipment financing

To increase approval, a well-developed business plan demonstrating profitability, market analysis, and ability to repay should be prepared.

3. Microfinance and NBFCs

Microfinance institutions and Non-Banking Financial Companies (NBFCs) will provide assistance in the event that you do not have collateral or a good credit history. They issue small financing business loans on flexible conditions, particularly in the developing markets.

This suits those entrepreneurs who want to get financial assistance to develop small businesses in the rural or semi-urban environment.

4. Angel Investors

Angel investors are also individual investors who risk using their personal funds in startups that have potential. By 2026, it is only a few clicks to find investors that focus on your industry by using digital platforms such as LetsVenture, AngelList, and SeedInvest.This is among the most effective small business funding choices in the case of a startup.

5. Venture Capital (VC)

In case your business has high growth potential, VC firms can provide huge funding rounds. They usually invest in the areas of technology, fintech, healthcare, and sustainability.

Although it implies relinquishing part of the ownership, the mentorship and exposure VCs will offer may accelerate the process of growth, and it is one of the most effective methods of obtaining funds to run a small business with scalability in mind.

6. Crowdfunding Platforms

Crowdfunding is a popular alternative source of funding. There are platforms such as Kickstarter, Indiegogo or GoFundMe that enable you to fundraise through the crowd.

You can provide first-time availability of products or benefits to supporters. It is a creative and democratic method of securing small funding business assistance without conventional loans or investors.

free pitch deck templates
7. Business Incubators and Accelerators

There are numerous incubators and accelerators that provide funding assistance to the small business ventures as well as mentoring, network, and space. Cash-based investor programs such as Y Combinator, Techstars, and Startup India Hub are business development programs.

Becoming an accelerator may be a game-changer to startups that want to obtain small business financing and develop.

8. Corporate Partnerships and Mutual Funds

Investment programs or small business mutual funds are managed by some large corporations to foster innovation. As an example, businesses can invest in startups that do not cannibalize their product ecosystem.

Not only can these partnerships provide funding to small businesses, they can also include technical expertise and market access.

9. Trade Credit and Supplier Financing

In case your business is dependent on suppliers, you can enter into a trade credit agreement which will enable you to pay after selling goods. It is a less known but efficient source of small business funds that can be used to handle stock without the initial expenses.

10. Bootstrapping

Bootstrapping refers to funding your business with personal savings / revenue. Though it restricts start-up capital, it provides complete control and eliminates debt.

This is an ideal choice in small business entrepreneurs that would wish to remain lean and autonomous and only seek outside business capital later.

Types of Funding for Small Businesses

Understanding the types of funding for small businesses helps you choose the right one:

Types of Funding for Small Businesses

Choosing the right type depends on your stage, risk tolerance, and repayment capacity.

How to Prepare Before Applying for Funding?

These are the main steps to follow before you can apply any type of small business funding:

  • Develop a powerful business strategy- Prepare your vision, market size, competition and financial predictions.
  • Develop your credit history- Good credit increases your loan chances.
  • Prepare financial records – Have tax returns, invoices and bank statements on hand.
  • Find the appropriate source of funds to use- You cannot use any blindly; you must find what suits you.
  • Show traction Evidence of customers, revenue/social proof increases investor confidence.

With proper preparation, you will be the best among the applicants who are in need of business finance to start small businesses.

Small Business Funding in India: 2026 Outlook

The startup environment in India is still booming amidst a boom in financing small business in India.

Key trends include:

  • E-loan services that have immediate approval.
  • Innovation grants and seed funds that are supported by the government.
  • The emergence of new fintech lenders, such as Razorpay Capital and KredX.

These advancements have rendered funding of small business easier than ever before with or without the conventional banking relations.

Challenges in Securing Funding

The opportunities are high but the entrepreneurs encounter struggles like:

  • Limited credit history
  • Insufficient collateral
  • Strong competition in terms of grants and VC funding.
  • Complex documentation

To overcome these, it needs to be persistent, have a network and learn the language of investors. Keep in mind, however, that it is not only about securing funds, but securing the right kind of funds to your small business.

business valuation software
Tips to Increase Funding Success

  • Network: Partake business and pitch events.
  • Use social proof: Focus on testimonials or awards.
  • Small and Big: Firstly get microfunding, and then grow.
  • Expand digital capabilities: Razorpay, ClearTax, Khatabook will assist in financial management and credit development.

As much as you might be starting afresh, these tips can help in streamlining your small funding business venture.

Conclusion: Choose Smart, Start Strong

It is not that there is a single best way of funding a small business in 2026; it is all based on what you want to achieve and the industry you are in and the level of risk you are ready to undertake. There are dozens of options of small business funding, starting with government grants and mutual funds and going to crowdfunding and angel investment. It is all about preparation: create a great plan, network, and strategize. And with the proper strategy, you will be able to attract business funding to grow your small business and make your dream of becoming an entrepreneur a real thing.

Learn about 9 Ways of Fundraising for Startups in India

Key Takeaway

Funding your small business is no longer about luck — it’s about strategy, research, and choosing the right mix of financing sources.

food and beverage investment banking

Top 5 Investment Banking Firms for Food Industry

What is Investment Banking Services?

Investment Banking Services are defined as specialised financial services that are provided to corporations, governments, and other large institutions. The main goal of these investment banking services is that they help these bodies to raise capital, facilitate major transactions, and manage their finances. Investment banks are basically intermediaries between the entities that need capital and those that can provide it.

An investment banking firm that is primarily focused on the food industry can provide expertise and significant services that help the F&B companies. Ranging from small startups to large multinational corporations, their financial and strategic objectives are met with the help of these investment banks. These services are crucial and important for everything from business fundraising and securing a startup funding to orchestrating large-scale merger and acquisition.

For instance: A firm with experience in restaurant funding knows the intricacies of franchise models, while one specialises in CPG (Consumer Package Goods) understands brand valuation and distribution networks. This deep sector knowledge helps in crafting a compelling story for investors and negotiating the best possible terms. 

Key Criteria for Selecting an Investment Banking Partner in the Food Industry:

  • Expertise in the specified industry is a must for choosing the right investment banking partner. A firm having dedicated F&B practice with a proven track record of successful deals in your specific sub-sector, whether it’s organic snacks, plant based proteins, or craft beverages. 
  • The type of transaction is a significant factor while looking for a firm, considering it is an important aspect.
  • Reputation and network of the firm forms yet another important criteria for choosing the right investment banking partner. A strong reputation and an extensive network of strategic buyers, private equity firms and institutional investors are valuable to creating a competitive process and securing the best of valuations.
  • Cultural fit is yet another important aspect. Communication methods and styles and work ethics should align with that of the principal firm.
In the following section, we discuss the 5 best investment banking companies serving the food and beverage industry, each of which has its own strengths to serve the requirements of the various clients.

The Top 5 Investment Banking Firms Serving the Food and Beverage Industry

1. FundTQ – Global Reach with Mid-Market Strength

FundTQ is a boutique investment banking firm that specialises in  the F&B industry particularly in the emerging founder owned business. Prominent investment banking firm that specialises in the F&B industry, particularly in the middle market. Business valuation calculator along with ready-to-use templates are offered by FundTQ catering to wider needs of clients. Besides offering traditional advisory services, FundTQ also provides business valuation software as well as ready-to-use pitch deck templates. Consequently, these tools help entrepreneurs and startups prepare for fundraising discussions and, in turn, enhance their effectiveness in investor meeting.

Key Differentiators:

  • Tailored support for startups and high-growth food and beverage companies.
  • Combination of advisory expertise and digital tools, including valuation software and pitch deck templates.
  • Proven track record in closing deals in deep tech and consumer sectors.

Ideal Client Profile: Startups, growth-stage food brands, and founder-led businesses looking for capital or clarity on valuation.

business valuation calculator
2. Alantra

3. Intrepid Investment Bankers

Intrepid has an F&B and agribusiness team which offers its clients comprehensive M&A advice and capital-raising solutions. Specifically, the major services that Intrepid offers include broad coverage such as Branded Consumer Package Goods (CPG), Bakery, Beverage, Dairy, and more. In addition, the team provides M&A advisory and capital-raising transactions. Moreover, they deliver tactical recommendations and industry knowledge. As a result, companies are able to maximize the value of their transactions.

4. Greenwich Capital Group

5. Mesirow

  • Key Differentiators: Strong specialization in mid-market transactions.
  • Ideal Clients: Established family-owned or privately held food companies planning succession, recapitalisation, or M&A.

Comparative Overview of Leading Food Industry Investment Banks

Leading Food Industry Investment Banks

How Food Companies Benefit from Specialised Investment Banking Advisory

Specialised Food and Beverage industry Merger and Acquisition experts are not just the one who facilitate transactions but they are overall strategic partners. These specialised food and beverage investment banks provide deep understanding and help companies navigate the complexities. Overall dynamics of M&A, capital raising and other financial events. For a food business such firms or organisations add valuation expertise which helps in accurately valuing a company based on industry specific metrics like brand equity, distribution channels, and intellectual property.

Moreover, these firms give the principal companies access to capital by connecting them with a curated list of investors who, in addition, have a deeper understanding of F&B and are genuinely interested in the sector. Consequently, this support becomes critical for small businesses and startups, especially those seeking business fundraising.

Also Read: Can I Get a Free Business Valuation Report Online?

Advising on market positioning and identifying potential synergies with acquirers and curating a growth strategy or in simple terms an effective and strategic planning. This is important for a brand that is looking to expand its footprint or multi unit growth for a restaurant.

Bottom Line

Finding the right investment banking firm is a strategic and crucial move that defines the future of the food business. The firms that we discussed here (FundTQ, Intrepid, Alantra, Greenwich Capital Group and Mesirow) are all strong candidates, each with unique specialisation. When making your choice for food and beverage investment banking, consider your specific needs, the nature of your transaction, cultural fit and other business goals. 

A right partner can be the key to securing the necessary startup funding and other business goals. A right investment banking firm can provide guidance, and the network that is needed to unlock maximum valuation and growth to your company.

Frequently Asked Questions (FAQ)

  1. What type of food companies typically engage investment banks?
    Food producers, processors, restaurants, and distributors engage investment banks for major financial events like M&A, sales and capital raises. 
  2. What are the standard fees for M&A advisory in the food industry?
    Fees typically combine a monthly retainer with a success fee. Often following a sliding scale formula based on the transaction value.
  3. How do boutique firms compare to global investment banks?
    Boutique firms offer more specialised expertise and senior level attention for middle-market food companies. While global banks offer broader services and a worldwide network for large, complex deals.
  4.  What factors should entrepreneurs consider while selection a banking partner?
    Industry experience, sub-sector specialisation, firm’s investors network and cultural fit.

Startup Funding in India

Startup Funding in India: A Complete Guide for New Entrepreneurs (Updated)

Funding a startup in India has swiftly transitioned into something both competitive and accessible. The ecosystem has turned into an ever-evolving and competitive sector, investing in anything to support innovation across sectors. Accessing the right funding is very important before your startup can be applied to scale, but understanding how the funding process starts can be overwhelming, particularly for first-time founders.

This is a full guide on how to navigate the startup funding in India in 2025. We will explain the significance of funding, the different ways funding has become available, outline the leading funds, and provide everything you need to successfully raise funding in a step-by-step manner. This guide is intended for those new to raising startup funding and those on their fundraising checklist.

Why Startup Funding is Crucial in India?

The Indian startup ecosystem is among the most rapidly developing ones in the world, but many efforts are left in vain, as very few start-ups manage to last more than a few years. The Capital funding is the key towards overcoming early operational obstacles, getting skilled talent, reaching out to markets, as well as increasing product development pace. Venture capital in India is not merely the provision of funds, but also the verification of the business model, and a stamp of credibility to other investors, partners, customers, and so on. Indian startups got themselves at the right time, where spectators and corporate benefactors have never been in short supply before.

Types of Startup Funding in India

Founders should choose the type of funding that best matches their goals and startup stage. Here is a breakdown:

  • Bootstrapping: Self-funding through the use of personal savings or recent revenue. Great for very early validation. 
  • Angel Investment: Wealthy individuals looking to invest capital for equity. Useful for pre-seed / seed round capital.
  • Venture Capital (VC): The professional financing of a startup with potential for growth and expansion at a high rate.
  • Government grants and schemes: There are schemes or grants that are given by the government so that the start-up can be supported.
  • Debt Financing: Loans, borrowing, or credit lines without the loss of equity often used by startups generating revenue.
  • Crowdfunding: Raising small amounts of money from a large number of people using platforms, as the public interest is essential. Good method for B2C types of products with a large appeal to mass consumers.
  • Corporate Funding: Considerations by corporations for investment opportunities and partnerships based on their familiarity with your version of an innovation or M&A possible structure.

The various funding routes also have trade offs, in matters of control, risk, and scalability, and those entrepreneurs must match them to their business model.

Top Sources of Indian Startup Funding in 2025

In 2025, several of the biggest names are working with promising Indian startups across verticals: 

  • FundTQ – A rising platform providing full-stack fundraising solutions, smarter match-making, and AI-driven pitch assessments. Willing to help first-time founders get their pitch ready, they are on their way up the rankings fast. 
  • Sequoia Capital India – One of the largest VCs with a track record of hugely successful high-growth startups like Zomato and BYJU’S.
  • Blume Ventures – Provide support for early-stage startups with a founder-first mindset and operational support mentoring.
  • Accel India – A name to reckon with as an investor in Flipkart, Freshworks, and has numerous other successful investments, predominantly scaling tech products. 
  • Venture Catalysts – The biggest co-integrated incubator of Asia that primarily invests in the Tier 2 and Tier 3 towns and cities of India.
  • 100X.VCVC takes interest in pre-seed and seed VC investments, especially ones that are fast-tracked with a mentorship component.

How to Get Startup Funding in India?

Startups in India require adequate planning, effective networking, and documentation to get funding.
The following are the steps to be followed :

1. Prepare Your Pitch
Crafting a compelling pitch is essential. There are platforms available to assist startups in the preparation of pitch decks that are investor-ready and reflect on business potential, the size and opportunity of the market, and the vision of the founders. A clear narrative and visuals improve engagement significantly.

2. Build a Business Plan
A comprehensive business plan must describe the problem that the business intends to solve in the market, the solution it will be offering, the competitive environment, and the revenue model, as well as the financial projections. Shareholders are also able to understand in-depth the execution strategy of the business based on the document.

3. Find the Right Investor
Approach the investors with interests in your type of industry, stage of company, and geography of operation. You can also research portfolios on websites like FundTQ. For example, startup fundraising in Gurugram may be more suited to early-stage VCs active in Delhi-NCR.

4. Network and Pitch
Appear on the pitch days, attend the demos, accelerators, and online forums. The benefit of networking is that it gets you noticed and increases better chances of earning funding. Change your pitch to the different investors based on his/her portfolio and taste.

5. Due Diligence and Term Sheet
When an investor has expressed interest, they will go into due diligence to check the financials, intellectual property rights, compliance, etc. Upon successful due diligence, a term sheet is signed, and it contains details of the terms of investment, equity, as well as the right to govern. At this stage, it would be highly advisable to have legal counsel.

Common Mistakes Founders Make

You can avoid the following mistakes to increase your chances of funding:

  • Setting your company valuation too high at an early stage scares off investors who are realistic about funding.
  • Overlooking any compliance or legal issues can delay diligence.
  • Generic pitches that do not explain your unique value or scalability can be unpersuasive.
  • Inability to communicate how your funds will be spent signals you have not considered financial planning.
  • Chasing every investor, rather than discerning who is the best fit for your business based on relevant domain expertise.

By staying investor-ready with a thorough fundraising checklist (which will help you avoid most of the above pitfalls), you can be more perceptive to deal flow for interested investors.

Also Read About: Fundraising mistakes

Key Documents You’ll Need

Being organized with the following documents increases investor confidence:

  • Pitch Deck (optimized for mobile and web)
  •  Business Plan and Executive Summary
  • Cap Table and Shareholding Structure
  • Financial Projections (3–5 years)
  • Customer Testimonials or Product Demos
  • Incorporation Certificate, GST, and legal registrations
  • IP Ownership Documents
  • Founder’s Resume and Team Backgrounds

Some platforms, like FundTQ, offer document storage and sharing tools to simplify the process.

The Trends of the Indian Start-ups (2025)

These are the main trends that are going to impact the funding this year:

  • The latest AI and Climate Tech: Investors have been putting emphasis on environment-friendly and sustainable technology start-ups.
  • Rise of Tier 2 and 3 Cities: More funds are actively searching for startups in other cities outside of metros to discover previously untapped areas of innovation.
  • Micro VC and Syndicates: Small check-size investors are willing to support ideas pre-revenue and make quick decisions to promote growth and innovation into the ecosystem.
  • Fundraising Automation Tools: Fundraising automation tool companies like FundTQ are reducing the cycle time of funding through automation, investigation, and discovery of the investor.
  • Equity + Revenue Share Models: Hybrid investment models are emerging from cautious investors.

Collectively, these trends demonstrate greater access to top Indian startups that are aligned with the new investor trend framework.

 Tips for First-Time Founders

  • Start small, focus on early validation, and grow with traction.
  • Investor fit is much more important than cheque size. Pick investors that align with your mission and can add value.
  • Focus on building and not pitching: The best pitch is a product that can be a pitch in itself.
  • Practice due diligence hygiene from day one: Keep your records neat and updated.
  • Stay coachable by being open to feedback so that it can elevate you in those competitive investor conversations.

By following structured SME growth strategies make the job of building a sustainable business model easier.

Conclusion

Funding for startups in India is not just for well-networked founders in metropolitan cities in 2025. The ecosystem now has greater access to more structured support, a greater number of domestic and international VCs are showing interest, and with platforms like FundTQ, the ecosystem is more resource-rich and inclusive than ever. Ready to start your funding journey? Explore tools like FundTQ or connect with local VCs to take the next step.

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