Capabilities & Case Studies

Private Equity & Debt Syndication

Caerus3 Service Offerings:
  • Private Equity Placements
  • Debt Syndication
  • Short to Medium term Funding
  • Secure and Non Secure Funding
  • Initial Desk-Top Review of your Company, Financials and Business Model including Projections
  • Search: Finding relevant PE or Angel Investor suitable to your needs and aligned to your Culture
  • Round Table Talks between Potential Investor and yourself
  • Over $ 300 MN pipeline of PE and Debt Syndication deals and $ 400 Mn for Trade Finance
Clients based across
  • India
  • UK
  • Norway
  • Germany and
  • US
  • Our Reach: 140+ HNI; Home Offices, Financial Institutions, Investors and Angel Forums
Our Industry Portfolio

Start-up “ignition and mentoring”

start-up & Ignition

World Order 2021 #NewNormal

In the “New Normal” How will my Ecosystem change ?

  • What resources do I have; and What do I need ?
  • Assessing Impact of proposed changes on People, Process Technology, Change in Demand/Supply and Regulatory requirements

Advisory

  • Set-up of Start-ups
  • Location Study
  • PE and Debt Syndication
  • Crisis Management
  • Process Excellence
    • Organizational Target Operating Model
    • Transformation
    • Process and Employee Productivity

Assurance

  • Enterprise Risk Management
  • Regulatory & Compliance
  • Tax &Transfer Pricing

Think-Tank

  • Human Capital
    • Organisation Culture & Design
    • Thought Leadership
    • CXO Coaching & Mentoring
    • D&I
  • Publish Featured Insights
  • Virtual Dialogues
  • CXO Forums
  • Fireside chats

Financial Accounting

Our Capability

Accounting

Allocation

Reconciliations

Tax & TP

Reg Filing

Book Close

Our Value Proposition…

Organisation Design, Culture and Policy Framework
  • As-Is Modelling & Analytics
  • Design
  • Innovate
  • Implement

As-Is Modelling & Analytics

  • “As is” Process to be captured
  • Documentation of Controls
  • Review of KPI and
  • Identify gaps with Industry Best Practices

Design

  • E2E Process Map and SIPOC
  • Reduce Shrinkage and Processing Time
  • Implement Controls
  • Establish KPI and KRI
  • Approval Matrix and authorities

Innovate

  • RPA Agenda
  • Automate processes
  • Straight Through Processing
  • Reduction in processing time
  • FTE Productivity saves

Implement

  • Implement new Process and Org Design
  • SOP
  • Payments Policy
  • Test and validate Controls
  • Record and report KPI
  • Parallel run
  • Go live

Organization Design, Culture & Policy Framework

  • Organization Structure
  • Span and Layers
  • Job Descriptions and
  • Right skilling
  • Work specialization & Segregation of duties
  • Employment policy
  • SOP
  • Vision statement
  • Mission Statement