Primary Scale & Listing Program

SME IPO Readiness Program India

Make your company audit-ready, professionalise operations, and build a strong financial narrative to transition from a promoter-led SME to a listed public company.

Book Readiness Assessment Explore Program Phases

Get the company ready for BSE SME & NSE Emerge — before you hire the banker

An SME IPO is not a paperwork weekend. Bankers and exchanges want clean years, cash that makes sense, and a company that can answer hard questions without the promoter doing all the talking. We sit with the leadership team and close those gaps first.

As an SME IPO consultant in India, Yaniva’s job is structural prep: books and MIS, related-party mess, board habits, and a data room that does not fall apart. When capital is needed before listing, that sits under Pre-IPO advisory.

What you actually get from readiness work

  • Fewer surprises in diligence: Tax, ROC, RPT and inventory issues found in-house — not in the first banker meeting.
  • Numbers you can defend: Three years that reconcile to MIS, with cash flow that matches the growth story.
  • Governance that is used: Board and policies that look real, not decorative PDFs.
  • A faster issue clock later: When the company is ready, the DRHP process stops being a repair shop.

Listing filters (verify live — then prepare for them)

SEBI’s SME chapter and each exchange’s checklist move. Treat this as a working map, not a NOC. Full detail: eligibility and SEBI SME listing requirements.

  • Post-issue capital: SME platforms generally keep post-issue paid-up capital (face value) at or under ₹25 crore.
  • Profitability (SEBI): Operating profit (EBITDA) of about ₹1 crore from operations in at least two of the three previous financial years before DRHP — confirm live ICDR text.
  • Track record: Roughly three years of operating history for the company and/or promoters (conversions from LLP/partnership have extra waiting).
  • Exchange add-ons: BSE SME has historically stressed tangible asset / net-worth strength; NSE Emerge adds free-cash-flow (FCFE) quality. Do not assume both platforms share every number.

What IPO preparation actually means

“IPO preparation” is not a filing week. It is the boring work: clean years, board habits that survive questions, MIS that matches the story, and a data room that does not panic when someone opens it.

Calendar: SME IPO timeline. Diligence list: due diligence checklist. Reporting: financial reporting for SME IPO. Walkthrough post: IPO readiness checklist.

Our Pathway

The 36-Month Milestone Execution Roadmap

We build your public-market spine across four structured phases.

Phase 1

Foundation & Clean-up

Months 0–6
  • Full business and financial health diagnostic.
  • Resolution of historical compliance/audit gaps.
  • Restructuring related-party transactions.
  • Designing initial MIS financial review frameworks.
Phase 2

Systems & Predictable Margins

Months 6–18
  • Automating operational and gross margin dashboards.
  • Establishing second-line leadership responsibility.
  • Strengthening working capital loops.
  • Setting monthly accountability reviews.
Phase 3

Governance Spine

Months 18–30
  • Appointing independent directors to the board.
  • Creating audit, CSR, and remuneration policies.
  • Initiating peer-review audit schedules.
  • Finalising long-term capital and usage plans.
Phase 4

Transaction Mobilisation

Months 30–36
  • Shortlisting and hiring SEBI-registered merchant bankers.
  • Compiling draft prospectus (DRHP) data inputs.
  • Structuring valuation narrative and investor slides.
  • Mock roadshows and marketing launch.
Questions

Readiness FAQ

Clear details on what the program requires and resolves.

What is the SME IPO readiness program at Yaniva?

It is a structured 36-month consulting and mentoring partnership where we work with your leadership to clean up financials, implement rigorous MIS systems, set up audit-ready structures, and prepare you to present to merchant bankers and institutional investors.

Why does listing preparation require up to 36 months?

Merchant bankers and public market investors require at least 2 to 3 years of clean, consistent, audited financials, alongside structured corporate governance, operational transparency, and professional management pipelines. Starting early prevents transaction delays and maximises valuation.

How does Yaniva act as an IPO readiness consultant?

We act as an extended advisory board and CXO bench. We do not just write plans; we sit with your finance team to build proper dashboards, clean up tax and related-party transaction issues, and help you hire the right merchant bank for execution.