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Series A Preparation - Getting Ready for Your Series A

Series A is a critical milestone for startups. This guide covers everything you need to prepare including metrics, materials, team, and the fundraising process.

15 min read 3200 words Updated 14 Feb 2026

Key Points

Series A is typically the first institutional venture capital round
Most Series A rounds in India range from ₹10-40 Crore ($1.2-5M)
Key metrics vary by industry but generally include revenue, growth, and retention
Series A is more about metrics and less about idea than seed rounds
Due diligence is extensive - prepare your data room in advance
The process typically takes 3-6 months from start to close
Having multiple term sheets significantly improves negotiating position
Not raising is better than raising from the wrong investors

What is Series A?

Series A is the first significant round of venture capital financing. Unlike seed rounds, which often come from angels, accelerators, and early-stage funds, Series A is led by institutional venture capital firms with larger fund sizes and more rigorous investment criteria.

In India, Series A rounds typically range from ₹10-40 Crore ($1.2-5 million USD) and represent a major inflection point for startups. At this stage, investors expect to see product-market fit, meaningful traction, and a clear path to scalability.

Series A Characteristics

  • Check Size: ₹10-40 Crore ($1.2-5M) typical range
  • Investors: Institutional VC firms (Sequoia, Accel, Lightspeed, etc.)
  • Focus: Proven product-market fit and scalable business model
  • Valuation: ₹30-100+ Crore pre-money typical
  • Dilution: Founders typically sell 15-25% of company
  • Time: 3-6 months from start to close

When to Raise Series A

Timing your Series A correctly is crucial. Too early, and you will not have the metrics to attract quality investors. Too late, and you may run out of runway or miss market opportunities.

Signs You Are Ready

  • Consistent Revenue: ₹2-10 Crore ARR (varies by sector)
  • Strong Growth: 3x+ year-over-year growth rate
  • Retention: High customer retention / low churn
  • Unit Economics: Positive unit economics or clear path
  • Product-Market Fit: Evidence of market demand
  • Runway: 6-9 months of cash remaining

Signs You Are Not Ready

  • • Revenue is flat or declining
  • • High churn or low engagement
  • • Unproven business model
  • • Less than 6 months runway
  • • Key team members missing
  • • Product not yet launched

Series A Metrics by Industry

Expected metrics vary significantly by industry. Here are benchmarks for Series A in India:

Metric SaaS/B2B Consumer/Marketplace Fintech
ARR/Revenue ₹2-8 Cr ₹5-15 Cr ₹3-10 Cr
Growth Rate 3-5x YoY 5-10x YoY 3-5x YoY
Retention >90% gross High MAU/DAU Low churn
Payback Period <18 months Unit positive <12 months
Team Size 15-30 20-50 15-40

Important Note

These are rough benchmarks and vary based on market conditions, team quality, and other factors. Exceptional teams with strong traction may raise with lower metrics, while others may need higher metrics depending on the competitive landscape.

Preparing Your Materials

Having professional, comprehensive materials ready before starting the fundraise will significantly improve your chances and speed up the process.

Essential Materials

Pitch Deck (15-20 slides)

  • • Problem and Solution
  • • Market Size (TAM/SAM/SOM)
  • • Product Demo/Screenshots
  • • Business Model
  • • Traction and Metrics
  • • Competitive Analysis
  • • Go-to-Market Strategy
  • • Team
  • • Financial Projections
  • • Use of Funds

Financial Model

  • • 3-5 year projections
  • • Revenue and expense assumptions
  • • Unit economics analysis
  • • Cash flow forecast
  • • Historical financials

Data Room

  • • Legal documents (incorporation, contracts)
  • • Financial statements
  • • Tax returns and filings
  • • Customer contracts
  • • IP documentation
  • • Team resumes

Team Preparation

VCs invest in teams as much as ideas. Your team needs to be prepared to demonstrate capability and commitment.

Key Hires Before Series A

  • CTO/Technical Lead: If not already on founding team
  • Head of Sales/Growth: Proven revenue generation
  • Key Engineers: Product development capacity
  • Finance/Operations: Professional management

Founder Preparation

  • • Clear role definitions among co-founders
  • • Aligned on fundraising strategy
  • • Ready to answer tough questions
  • • Committed for the long term
  • • Vesting in place (if not already)

Crafting Your Narrative

Your story needs to be compelling, coherent, and supported by data. Investors hear hundreds of pitches - yours needs to stand out.

Key Narrative Elements

  • The Problem: Clear, significant, and relatable
  • The Solution: Elegant, differentiated, scalable
  • The Traction: Evidence that it is working
  • The Market: Large and growing
  • The Team: Uniquely qualified to execute
  • The Vision: Ambitious but achievable

Anticipating Tough Questions

  • • "What if [competitor] does this?"
  • • "Why has this not worked before?"
  • • "What is your customer acquisition cost?"
  • • "How will you use this capital?"
  • • "Why is now the right time?"
  • • "What are the risks and how will you mitigate them?"

The Fundraising Process

Series A fundraising is a structured process that typically takes 3-6 months from initial outreach to closing.

Phase 1: Preparation (2-4 weeks)

Prepare materials, update data room, refine pitch, identify target investors.

Phase 2: Outreach (2-4 weeks)

Initial meetings with VCs, pitch presentations, follow-up materials.

Phase 3: Diligence (2-4 weeks)

Multiple meetings, data room access, reference checks, partner presentations.

Phase 4: Term Sheet (1-2 weeks)

Receive term sheet(s), negotiate terms, sign term sheet with exclusivity.

Phase 5: Closing (4-6 weeks)

Legal due diligence, definitive docs negotiation, final closing.

VC Outreach Strategy

How you approach VCs can significantly impact your success. A strategic approach yields better results than mass emails.

Building Your Target List

  • • Stage-appropriate funds (active in Series A)
  • • Sector-focused investors (understand your space)
  • • India-focused or India-present funds
  • • Check size match (₹10-40 Cr target)
  • • Dry powder available (recent fund raises)

Warm Introductions

  • • Portfolio company founders
  • • Angel investors in your network
  • • Accelerators and incubators
  • • Lawyers and advisors who know VCs
  • • Industry events and conferences

Term Sheet Negotiation

Once you receive term sheets, the negotiation phase begins. Focus on what matters most.

Priority Terms for Founders

Must Protect:

  • • 1x non-participating liquidation preference
  • • Weighted average anti-dilution (not full ratchet)
  • • Reasonable vesting (4 years with 1-year cliff)
  • • Board control or meaningful representation

Important:

  • • Valuation (but terms often matter more)
  • • Option pool size and treatment
  • • Protective provisions scope
  • • Drag-along threshold

Getting Multiple Term Sheets

Competition is your best negotiating tool:

  • • Run a tight, time-bound process
  • • Be transparent (but not too transparent) about interest
  • • Use one term sheet to improve another
  • • Consider both price and partner quality

Closing the Round

After signing the term sheet, the final phase involves legal due diligence and definitive documentation.

Legal Due Diligence

  • • Comprehensive document review
  • • Legal and regulatory compliance check
  • • IP ownership verification
  • • Contract review
  • • Team background checks

Definitive Documents

  • • Share Purchase Agreement (SPA)
  • • Shareholders Agreement (SHA)
  • • Disclosure schedules
  • • Board and shareholder resolutions
  • • Legal opinions

Common Mistakes to Avoid

  • Starting Too Late: Begin process with 6-9 months runway
  • Poor Preparation: Incomplete materials or data room
  • Unrealistic Valuation: Pricing yourself out of market
  • Wrong Focus: Prioritizing valuation over partner quality
  • Process Mismanagement: Taking too long or poor coordination
  • Negotiating Everything: Fighting over minor terms
  • Lack of Transparency: Surprising investors in diligence
  • Ignoring Red Flags: Overlooking concerning investor behavior

Cost Breakdown

Legal Fees
Financial Due Diligence
Tax Due Diligence
Valuation Certificate
Travel/Pitch Costs
Total Estimated

Frequently Asked Questions

What revenue do I need for Series A in India?

How long does Series A fundraising take?

What is the typical Series A valuation in India?

How much should I raise in Series A?

What materials do I need for Series A?

Should I prioritize valuation or investor quality?

What are red flags when meeting VCs?

How do I handle rejection during Series A?

Related Topics

series aseries a preparationventure capitalstartup fundingseries a metricsfundraisingvc funding

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