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Sector: Software-as-a-Service (B2B SaaS)

Turnkey Restructuring and Cross-Border Holding Setup for a B2B SaaS Enterprise

Key Performance Indicators & Verified Results

$5.5M
Series-A Facilitated
Sec 80-IAC
Tax Holiday Secured
100%
Compliance Index

The Client Challenge & Regulatory Threat

An Indian SaaS startup expanding to the US and EMEA required an efficient corporate structure compliant with RBI FEMA guidelines, Transfer Pricing norms, and optimal intellectual property licensing arrangements.

Vanguard's Advisory & Legal Strategy

Formulated a legally compliant multi-tier holding structure, obtained necessary RBI approvals under Overseas Direct Investment (ODI) regulations, drafted inter-company software distribution agreements, and secured Section 80-IAC Startup India tax exemption.

Outcome & Tangible Impact

Structured the entity to receive $5.5M in Series-A international venture capital seamlessly while maintaining 100% compliance with Indian corporate and tax authorities.

Methodological Summary & Takeaway

The engagement enabled frictionless global operations while maintaining strict adherence to Place of Effective Management (POEM) and Base Erosion and Profit Shifting (BEPS) guidelines.

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