Referring an SME for an IPO through StartupLanes is a straightforward process designed to help your clients navigate the complex journey toward becoming a publicly listed company. Here’s how you can refer a potential SME IPO client:
Step 1: Identify Potential Clients
Look for SMEs that meet the following criteria:
- Revenue growth in the last 2-3 years.
- Strong financial performance and minimum Profit after tax (PAT) of 1.5 crores.
- Interest in raising capital through public markets.
- Desire to expand operations and build a larger market presence.
Step 2: Share StartupLanes SME IPO Services
Communicate the benefits of StartupLanes’ SME IPO platform, including:
- End-to-end IPO consulting.
- Merchant banker and registrar connections.
- Legal and compliance guidance.
- Access to retail and institutional investors.
- Take approval from the Client for submitting the documents to StartupLanes.
Step 3: Submit the Referral
Method 1:
- Register at StartupLanes (www.startuplanes.com) website as an Entrepreneur and complete your profile.
- Copy your referral code from your StartupLanes Biz Dashboard.
- Share your referral link with the Client and ask them to register and apply for funding.
- You can track their application in your Referral Dashboard
Method 2:
- Ask for Balance Sheets along with Profit and Loss Statement for last 2 years and the current year.
- Ask for the Company Profile of the Client.
- Send the documents to ceo@startuplanes.com
- We will reply after evaluating the proposal. No reply will be given in case the Profit after tax (PAT) is less than INR 1.5 crores in the last financial year.
Step 4: Initial Consultation
Once referred, StartupLanes will reach out to the client for an initial consultation if it is a referral through the website, otherwise in case of email referral, we will request you to reach out to the Client for an initial consultation call. This will involve:
- Understanding the business’s financial health.
- Discussing IPO goals and expectations.
- Evaluating IPO readiness.
Step 5: Due Diligence and Documentation
StartupLanes will perform due diligence on the referred client. This involves:
- Reviewing financial statements and corporate structure.
- Conducting legal and compliance checks.
- Preparing the necessary documentation for IPO approval.
Step 6: IPO Planning and Process
Once the client is onboarded, StartupLanes assists them in:
- Selecting the right market for listing (NSE SME, BSE SME, etc.).
- Coordinating with merchant bankers, registrars, and market makers.
- Managing the entire IPO process from filing to listing.
Step 7: Referral Success Acknowledgment
Upon successful onboarding and completion of the IPO process, StartupLanes will notify you of the referral’s status, and any referral incentives, if applicable, will be processed.
By following these steps, you can seamlessly refer SMEs to StartupLanes, helping them take the leap into public markets.