Make smarter
startup bets.
A practitioner-led programme by two of India's most credentialled venture and financial planning minds.
By the end of 5 sessions, you'll know how to read a term sheet, evaluate a startup's valuation, and structure your first angel investment — without the mistakes most first-time investors make.
The Startup Universe
Startup stages, the Valley of Death, investment thesis, and what to look for before backing a company.
The Case for Venture
Return expectations, myth-busting on AIFs, angel vs. syndicate vs. fund — the full landscape decoded.
Evaluating the Deal
Deal sourcing, valuation frameworks, legal diligence, and term sheet navigation — before you sign.
After the Cheque
Post-investment involvement, exit strategies, startup taxation, and choosing the right route.
Founder Talk + AI Research
Live founder session, a Shark Tank dissection, and AI-powered startup research — in session.
This programme is built for you if —
You don't need a finance degree or prior investment experience. You need curiosity and the intent to invest seriously.
HNIs & working professionals
You've built wealth in your career and want to put capital to work in startups — intelligently, not on gut feel.
Finance & wealth professionals
You advise clients on wealth — and need to speak the language of venture investing with authority.
Aspiring angel investors
You're looking at your first cheque and want to make it with a structured framework, not a referral and hope.
Venture returns are real.
Venture mistakes are expensive.
Most investors approach startups with instinct and hope. This programme gives you the frameworks, vocabulary, and diligence skills to invest with conviction — not just capital.
Thesis before ticket
Learn how professional investors define their investment thesis before looking at a single pitch deck.
Rigorous diligence
Go beyond the pitch — understand what financials, legal docs, and term sheets mean for your downside risk.
Myths busted
Cut through the noise on AIFs, syndicates, unlisted vs. venture — and what each vehicle truly delivers to an LP.
Live deal anatomy
Dissect a real Shark Tank episode and use AI research tools for startup evaluation — hands-on in the bonus session.
Five sessions.
One complete playbook.
Each session builds on the last — structured like a real deal journey, from first principles to exit.
- What startups really are and what distinguishes them from ordinary businesses
- The stages of startup life: seed to scale, and the story behind each phase
- Risk and return at every stage — where the real bets are placed
- Understanding the Valley of Death and why most startups don't survive it
- Investment thesis — the crux of every smart venture bet
- What to actually look for before backing a startup
- Why venture investing deserves a place in your portfolio — the real argument
- Return expectations: what history says vs. what advisors promise
- Myth-busting — venture investing vs. unlisted company investing
- Angel investing, syndicates, and funds: how each route actually works
- Understanding AIF categories I, II, and III in depth
- What venture funds do — and how they make money for LPs
- Sectoral classification and business types — mapping the opportunity landscape
- Deal sourcing — where and how professional investors find the right companies
- Deal evaluation frameworks used by active angel investors and VCs
- Startup valuation: art, science, or sophisticated negotiation?
- Legal and financial diligence — what to verify before signing anything
- Term sheets, SHA, and SSA — decoded in plain language
- Post-investment involvement — what smart money actually does post-close
- Exit strategies — secondary sales, buybacks, IPO, and M&A paths
- Taxation on startup investments — structuring to protect your returns
- Choosing your route: funds vs. syndicates vs. direct angel investing
- Key metrics for evaluating and comparing startup fund managers
- Live founder talk — hear directly from a founder building in the trenches today
- Dissecting a Shark Tank episode — applying your new framework to a live pitch
- Using AI for startup research — tools and workflows that actually save time
Batch 1 opens August 2026
Only 40 seats. Early bird pricing closes 15 July 2026.
Not terminology.
Actual decision-making ability.
Each outcome is a concrete skill you can apply the week after the programme ends.
Read and negotiate a term sheet
Understand liquidation preference, anti-dilution clauses, and pro-rata rights — before you're in the room.
Evaluate a startup's valuation
Know whether the ask is reasonable — using frameworks that active investors actually use in India today.
Choose the right investment vehicle
Angel direct, syndicate, or AIF fund — understand the trade-offs, tax treatment, and liquidity of each.
Ask the right questions in a pitch
Evaluate founder-market fit, runway logic, and exit realism — in the meeting, not after it.
Structure your first investment
Know what to put in a SHA, how to document the deal, and what governance rights to ask for.
Plan your exit from day one
Understand secondary markets, buyback clauses, and how taxes interact with different exit timelines.
Built on a track record of real results.
SunYta has trained 6,000+ finance professionals. These are words from people who've sat in Sunita's sessions.
"I've attended several finance workshops, but this was the first time someone explained the Valley of Death in a way that made me understand the risk I was about to take. I restructured my whole thesis after session 2."
Rohit Mehta
Senior Manager, Private Bank · Mumbai
"The term sheet session alone was worth the entire fee. I had signed one before attending this — and I realized I hadn't understood half of what I'd agreed to. Sunita breaks it down without assuming you're a lawyer."
Priya Nambiar
CFP® & Independent RIA · Bengaluru
"I came in thinking I understood AIF funds. I came out realizing I was comparing apples and tractors. The myth-busting on Class 2 was a genuine eye-opener — practical, current, and India-specific."
Aditya Kulkarni
Entrepreneur & Angel Investor · Pune
Taught by practitioners.
Not just professors.
Two experienced professionals at the intersection of financial planning and venture capital — sharing what actually works in the field.
Venture Capital · Piper Serica
Ajay Modi
CFA Charterholder · Partner, Piper Serica Advisors
Ajay is a Partner at Piper Serica Advisors, leading firm-wide growth across venture capital and public markets. He brings analytical discipline and real-world VC conviction — covering deeptech bets, founder-market fit evaluation, and India's evolving startup investment landscape.
Lead Trainer · SunYta
Sunita Rao
CFA Charterholder · Founder, SunYta
Sunita brings 16+ years of financial planning expertise and a rare ability to make complex structures feel intuitive. As founder of SunYta and India's leading CFP trainer, she has shaped how thousands of financial professionals understand wealth, investment structures, and advisory practice.
Simple to join.
Intense to complete.
Five live sessions over five weeks. Zero prerequisites. Recordings available for 30 days post-session.
Enroll & pay
Reserve your seat online. Cohort is capped at 40 — first come, first served.
Get access
Pre-reading, session links, and a WhatsApp cohort group 5 days before we begin.
Attend live
One session per week. 75 minutes of content + Q&A with both instructors.
Apply it
Leave with a deal-evaluation checklist, term sheet glossary, and valuation framework.
One programme.
Two ways to join.
All participants get the same live sessions, both instructors, and the bonus class. Early bird seats are limited.
₹12,000
₹8,999
+ 18% GST · All-in: ₹10,619
- All 4 core sessions (75 min each)
- Bonus session — complimentary
- Live Q&A with Ajay Modi & Sunita Rao
- Session recordings (30-day access)
- Deal evaluation checklist & templates
- WhatsApp cohort community access
- SunYta certificate of completion
₹12,000
+ 18% GST · All-in: ₹14,160
- All 4 core sessions (75 min each)
- Bonus session — complimentary
- Live Q&A with Ajay Modi & Sunita Rao
- Session recordings (30-day access)
- Deal evaluation checklist & templates
- WhatsApp cohort community access
- SunYta certificate of completion
* Prices exclude GST. GST invoice provided. Group discounts for 3+ from same organisation — write to [email protected]
Questions before you commit.
Your first venture deal
starts here.
Join 40 professionals building the frameworks to invest in India's startup ecosystem — with rigour, not just optimism. Batch 1 opens August 2026.
Questions? Write to [email protected] — we reply within 24 hours.