AI + Human Expert Delivery

Business Planning & Strategy

Turn your vision into a fundable reality. JRI.AI structures your financial assumptions, and our elite financial analysts build comprehensive, investor-ready pitch decks and DCF models.

JRI working model

JRI makes the request actionable; professionals perform the specialist work.

The workspace captures the business context, documents, priority and progress while the relevant expert scope is handled through support.


  • StartService request

  • Keep visibleContext · files · status

  • EscalateProfessional scope

JRI does not represent that an authority filing, professional review or approval has happened until the ticket and supporting record show that outcome.

How the work moves

The workspace keeps the request and result clear; specialist scope, external timelines and confirmations are handled explicitly.

1. Create a clear request

Select the relevant service, add the business context, set priority and attach the material needed to begin.

Context first

2. Scope and professional handoff

JRI keeps the request, documents and updates together while the right specialist reviews the defined scope.

Ticket-led

3. Follow the required process

Any filing, signature, payment or authority outcome follows its relevant external process and confirmation requirements.

1-2 Weeks (Advisory Execution)

4. Keep the outcome attached

Documents, messages and the resulting status remain connected to the original business context.

Traceable

What the service request covers

Clear scope before work begins—no fabricated automation or implied authority action.

Financial Modeling

Deep, robust 3-year or 5-year financial projections built by expert CAs to withstand intensive VC due diligence.

Pitch Deck Creation

Compelling narrative and visual design tailored to secure seed or Series A funding.

Valuation Services

IBBI Registered Valuer certificates required for issuing shares at a premium under FEMA and Income Tax rules.

Market Research Data

JRI.AI compiles vast amounts of market sizing data (TAM/SAM/SOM) and competitor analysis to strengthen your core strategy.

Why this route is useful

A service should leave the business with context, not another opaque handoff.


  • Higher Success Rate: Professionally modeled financials drastically increase your chances of surviving the first VC screening.

  • Know Your Runway: Calculate exactly how many months of cash you have left based on different hiring and marketing scenarios.

  • Avoid Tax Traps: Issuing shares without a proper valuation report triggers massive 'Angel Tax' penalties. We ensure you are compliant.

  • AI Efficiency: Our AI generates the baseline market research, allowing our human experts to focus entirely on advanced strategic structuring.

Scope and working model

What JRI keeps in the product, and what still needs professional action.


Comprehensive Guide to Financial Modeling & Business Strategy

A great idea is not enough to secure Venture Capital (VC) or Bank financing. Investors demand rigorous financial projections, realistic market sizing, and a clear path to profitability. JRI.AI combines the analytical power of artificial intelligence with the deep expertise of Chartered Accountants to build bulletproof business plans.


1. Financial Modeling & Projections

We build comprehensive 3-year or 5-year financial models tailored to your specific industry metrics (SaaS, E-commerce, Manufacturing).

  • Revenue Assumptions: Detailed bottom-up forecasting based on Customer Acquisition Cost (CAC) and Lifetime Value (LTV).
  • Expense Scheduling: Granular breakdowns of CAPEX, OPEX, payroll, and marketing spend.
  • Cash Flow Statements: Pinpointing exactly when you will hit cash-flow positive and calculating your required funding runway.

2. Valuation & Section 56(2)(viib) Compliance

In India, issuing shares at a premium (higher than face value) to investors triggers strict tax and regulatory requirements under the Income Tax Act (often referred to as the "Angel Tax" provision) and the Companies Act.

Registered Valuer Requirement: You legally cannot issue shares at a premium without a formal Valuation Report generated by an IBBI Registered Valuer using the Discounted Cash Flow (DCF) or Net Asset Value (NAV) method. JRI.AI coordinates this entire certification process.


3. Investor Pitch Deck Creation

A financial model is useless if the narrative is weak. Our pitch decks distill your complex model into a compelling 10-15 slide presentation covering:

  • Problem & Solution Statement
  • Total Addressable Market (TAM)
  • Competitor Landscape
  • Go-To-Market (GTM) Strategy
  • Unit Economics
  • "The Ask" (Funding requirement)

  • Startup India (DPIIT) Recognition

    To successfully pitch to investors in India, obtaining DPIIT Startup Recognition is highly recommended. It unlocks "Angel Tax" exemptions (Section 56(2)(viib)) and allows for 80IAC tax holidays.

    Official Startup India Portal ↗

    To maintain the financial health projected in your business plan, use the Console (Operations Management).


    Start with the actual business context.

    Open the right JRI workspace or create a ticket with the relevant records and documents. The next action, professional scope and external confirmation remain visible.