INVESTMENT BANKING

PROJECT 3

DEVANSHI RASTOGI - 236009061 - TAPMIMPL

FINLATICS
Project: Setting up a sector-specific private equity fund for the health-tech sector in India

Investment strategy: The fund will make growth capital investments in early-stage to mid-stage health-tech
companies in India. The fund will focus on companies that are developing innovative solutions to address the unmet
needs of the Indian healthcare system.

Target investors: The fund will target HNIs and family offices in India. The fund will also target institutional investors,
such as pension funds and endowments.

Investment team: The investment team will be led by experienced professionals with a deep understanding of the
Indian healthcare system and the health-tech sector. The team will have a proven track record of identifying and
investing in successful companies.

Investment process: The investment team will use a rigorous investment process to identify and invest in companies.
The team will start by screening companies based on their investment criteria. The team will then conduct due
diligence on the companies to assess their investment potential. The team will also meet with the management
teams of the companies to assess their vision and execution capabilities.

Investment terms: The fund will invest in companies on a deal-by-deal basis. The fund will typically invest in
companies for a period of 5-7 years. The fund will exit its investments through a variety of channels, including IPOs,
secondary sales, and buyouts.

Value proposition for investors: The fund will offer investors the opportunity to invest in the growing Indian health-
tech sector. The fund will be led by an experienced investment team with a proven track record. The fund will also
offer investors the opportunity to participate in the growth of successful health-tech companies.

Challenges and opportunities:

One of the biggest challenges that the fund faces is identifying and investing in the right companies. The health-tech
sector is rapidly evolving, and there are many new companies entering the market. The fund will need to have a
strong investment process in place to identify the companies with the best investment potential.

Another challenge that the fund faces is the competition from other private equity funds and venture capital firms.
There is a growing appetite for investment in the health-tech sector, and there are many other funds that are
targeting the same market. The fund will need to differentiate itself from other funds by offering a unique value
proposition to investors.

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Despite the challenges, there are also several opportunities for the fund. The Indian health-tech sector is growing
rapidly, and there is a significant unmet need for innovative healthcare solutions. The fund is well-positioned to
capitalize on this growth and to generate attractive returns for investors.

How the fund can compensate for its lack of experience:

The fund can compensate for its lack of experience in a number of ways. First, the fund can hire an experienced
investment team with a proven track record. Second, the fund can partner with other experienced private equity
funds and venture capital firms. Third, the fund can seek out mentorship from experienced entrepreneurs and
investors.

Which of the four benefits would the fund be emphasizing the most while looking at investors:

Given the challenges that the fund faces, it would likely emphasize the advisory benefits of a private equity
investment. An experienced investor can provide the fund with valuable guidance and support, which can help it to
overcome the challenges that it faces and achieve its goals.

How the fund can pitch itself to investors:

The fund should start by introducing the investment team and explaining their vision for the fund. The fund should
then go on to describe the investment strategy and the target market. The fund should also highlight the key
challenges that the fund faces and how it plans to overcome them.

Finally, the fund should explain why it is seeking investment from private equity investors. The fund should
emphasize the advisory benefits that it is looking for and how an experienced investor can help it to achieve its goals.

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"We are a team of experienced professionals with a deep understanding of the Indian healthcare system and the
health-tech sector. We are raising a private equity fund to invest in early-stage to mid-stage health-tech companies in
India.

We believe that the Indian health-tech sector is poised for rapid growth. There is a significant unmet need for
innovative healthcare solutions in India. We are targeting companies that are developing solutions to address these
unmet needs.

We have a rigorous investment process in place to identify and invest in the right companies. We will invest in
companies on a deal-by-deal basis and will typically hold our investments for a period of 5-7 years.

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We are seeking investment from private equity investors who can provide us with guidance and support. We believe
that an experienced investor can help us to achieve our goals of investing in successful health-tech companies and
generating attractive returns for our investors."

Criteria Value

Investment stage Early-stage to mid-stage

Sector Health-tech

Target market India

Investment types Growth capital

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