ANA Advisory
SERVICES

Beyond Credit.
Built for Impact.

Our technology-driven solutions empower NBFCs and investors to make smarter decisions, streamline operations, and unlock sustainable growth.

OUR ADVISORY JOURNEY

End-to-End Advisory That Drives Value

01

Equity Advisory

At ANA Advisory, we help businesses raise equity capital at every stage, from early startups to established companies looking to go public. Our experienced team knows how to structure deals and has strong connections with investors who care about making a positive impact, ensuring a smooth capital-raising process.

02

M&A Advisory

We offer expert advice on mergers and acquisitions, divestments, and financial restructurings. By understanding your industry and business, we provide tailored insights that help you make smart decisions and improve your financial health while promoting positive social and environmental outcomes.

03

Debt Advisory and Structured Solutions

Our team provides creative debt solutions to help you make the most of your capital and grow your business. We take a close look at your business model to create customized solutions that can reduce your debt burden. We work with a variety of local and international lenders, including banks and impact funds, to find the best financing options for you.

04

Impact Fundraising

We help clients attract investors who share their social and environmental values. Our impact fundraising services connect you with like-minded investors, ensuring your projects get the support they need to make a real difference.

05

Strategic Financial Consulting

Our strategic financial consulting services offer financial planning, risk management, and growth strategies guidance. We work closely with you to create tailored solutions that align with your business goals and improve your overall performance.

WHO WE WORK WITH

Solutions for Every Growth Partner

INVESTMENT PARTNERS

  • Family Offices
  • Venture Funds
  • HNI (High-Net-Worth)
  • Angels

INSTITUTIONS

  • Financial Institutions
  • Fintechs
  • Sovereign Funds
  • Impact Funds

STRATEGIC SERVICES

  • Strategic Financial Consulting
  • Outsourced CFO Services
SMART SOLUTIONS. REAL IMPACT.

Our Services & Platform

Beyond Credit Logo

Beyond Credit

Digital Debt Suite

Explore Beyond Credit’s digital debt marketplace, automated teaser generator, and credit scoring suite built for NBFCs and institutional lenders.

STEP 01

Upload Documents & Master Data

Secure Vault Ingestion

Upload your company KYC, financial statements, and Excel master data documents directly to your secure, watermarked document vault.

  • Upload Excel Master Data (.xlsx, .csv)
  • Secure document storage with watermarking
  • Organize KYC, licenses & financial files
Active Step
STEP 02

1-Click Teaser Generation

Ready-to-Share Pitch Deck

Automatically compile your key financials, AUM, and borrowing requirements into a clean, executive pitch teaser ready for credit committees.

  • Export executive teaser in seconds
  • Auto-populated company & portfolio highlights
  • No manual deck preparation required
Step 02
STEP 03

Instant Analytics & Underwriting

Automated Credit Scoring

Our platform processes your documents in seconds, calculates delinquency DPD buckets, and prepares an automated Credit Appraisal (CAM) breakdown.

  • Automated DPD delinquency calculation
  • Instant financial ratios & leverage metrics
  • Standardized CAM credit assessment
Step 03
STEP 04

Deal Room & Investor Closing

Track from Term Sheet to Close

Create a virtual Deal Room, share access with institutional investors, chat directly, and track deal stages from term sheet to disbursement.

  • Track live milestones (Term Sheet, DD, Disbursement)
  • Direct chat & document sharing with investors
  • Real-time pipeline visibility until funds arrive
Step 04
LIVE FACILITY LIFECYCLE PIPELINE

From Deal Creation to Disbursal & Portfolio Monitoring

1. Deal Creation
2. Master Data Upload
3. Teaser Generation
4. Excel Generation
8. Portfolio Monitoring
7. Disbursal & Funds Arrival
6. Due Diligence & Approval
5. Investor Syndication