Assignment

BD Manager Position- Tracxn

Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.

 Case Scenario

A Global Private bank wants to use technology to improve customer experience. In the past few years they have acquired 5 startups for
technology innovation. The bank is looking for such acquisitions to maintain its competitive edge.

This bank has been identified as a prospect client for Tracxn. You are part of the Business Development team and this bank has been allocated
to you.

You need to reach out to Margaret Bargon (Senior Manager in Corporate M&A Team at the Bank). You should help her understand how tracxn
platform can help her and convince her to come for the platform demo.

Detailed deliverables are given in the next slide.

Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.

 Deliverable

Write following three emails to Margaret. You also have to write your thought process behind the email.

1. An email to Margaret pitching the Tracxn platform.

○ You can explain about 1 product feature she might be interested in.

○ Do not include more than 1 feature as it would make the email bulky.

○ List of features - Appendix 1.1

2. A follow up email assuming you did not receive response on the first mail.

○ You can offer a week of free trial in this mail.

3. An email responding to the following response you received from her -

○ “Hey, thanks for reaching out but we have been operating without using any tool like Tracxn for many years now. We are able to

close all our target deals without the help of a tool. Sorry but I will pass for now. Thanks.”

Example solution is given in Appendix 1.2.

Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.
 Appendix 1.1 - List of Tracxn features

Tracxn: Tracxn is a startup intelligence platform for private market investing and corporate development. It is used by Investors and Corporates
globally. The platform tracks 500 sectors across Enterprise, Consumer Digital, FinTech, HealthTech, EdTech and more.

Key features of the Tracxn platform:

1. Startup Database: Startup database provides list of startups in all sectors and geographies globally. Clients can filter startups using
various parameters such as Sector, Geography, Founded Year, etc. This can be used to discover new companies for investment / M&A
deals.

2. Competitor List: Tracxn provides a real time list of all competitors for any company across the globe. This can be used to evaluate deals
and checking competition before investing.

3. Sector Report: Sector Report provides in depth analysis of the sector through Investment Trends, Interesting Companies, Market Details,
Exits, News etc. This can be used to study market trends and slides from these reports can also be used for preparing internal
presentations.

Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.

 Appendix 1.2 - Sample mail and Thought process

Sample mail pitching Unicorn Monthly Report (Tracxn feature) Thought Process behind mail structure

Subject: Global Unicorn Report - August 2020
Hi Michael,
Congratulations on your recent investment in Doorlane.
I am Anoop from Tracxn. We offer a platform that helps investors find deals
and track the latest market trends.
One of our offerings that investors appreciate is the Unicorn Monthly Report
which gives a monthly round-up of globally created "New Unicorns". Let me
know if you are interested and I can give you a complementary subscription
of this monthly report - No strings attached.
If you're interested in getting more details about our other offerings, I'd be
happy to block 15 minutes for a quick tour of our Tracxn Platform. Eagerly
looking forward to hearing from you.
● “Report” with a version name in subject line will generate
curiosity among the reader.
● He has invested in Doorlane, so first line will serve as a
hook and help building connection with the lead. It also
starts the mail on a positive note.
● Introducing myself and what we do, assuming he has not
heard about us.
● Then, directly mentioning that other investors are liking it.
This creates some credibility about the report and interest to
check it out.
● Giving some freebie so that they are rewarded to respond to
the mail.

Regards, ● Then, trying for a call to action (CTA) of setting up time to

Anoop give demo.

This is only for your reference to give you an idea. This is not the solution
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.