PE / VC value creation
Revenue enhancement
- Find and fix leaks in the sales process
- Identifying new monetization channels
- Improve lead qualification
- Sales team coaching
Cost rationalization
- Cost audit
- Headcount rationalization
- Procurement streamlining
- Zero based budgeting
Process improvement
- Automation of manual processes
- Identify best practices from the industry
- Improve efficiency in existing processes
- Removal of redundant processes
Operational improvement
- Aligning operations with business strategy
- Enterprise performance management
- Rethink value chain, logistics and distribution
- Revisit target operating model
Path to profitability
- Defining milestones and targets
- Improving customer stickiness
- Revisiting unit economics and business plan
- Track metrics such as CLTV, CAC, churn
Culture improvement
- Change management
- Employee wellness programs
- Founder / CXO coaching
- Organization redesign
Our impact
Food tech startup
Org restructuring and culture improvement
- In pursuit of rapid growth, founders had managed to create inefficiencies in pockets and an unhealthy culture
- Restructured the organization to improve synergies and reduce redundancies; Coached the founders on communication and leadership
Reg-tech startup
Transformation and path to profitability
- Company provided regulatory services and faced several challenges including operational inefficiencies and unnecessary fixed expenses
- Set-up SOPs for operations, customer Service, finance and planning; Improved overall efficiencies and reduced burn rate by 75%
UK SME Service Provider
Opportunity assessment & expansion strategy
- Client’s portfolio company was focused on telecom but wanted to evaluate adjacent opportunities to expand in 5 other segments
- Analyzed attractiveness of prospective segments using a 5 forces framework; Company expanded in 2 new service lines; Fund made a 3X exit
Services startup
Revenue optimization
- Realigned SEO strategy
- Set up new processes and SOPs, realigned team structure, including new team lead, conducted training sessions with the team
- Improved lead conversion ratio from <15% to >25%, Monthly revenue increase by 35%
British fintech
Legal process improvement
- Company was a industry laggard in terms of number of days taken for loan facility closure
- Worked on improving the legal process during facility closure using automation and standardization. New process reduces the time for closure by 50%
Reg-tech startup
Pivot support
- The start-up was focused on a services model which was hard to scale and incumbents were hard to displace
- Helped the founder conceptualize and pivot to a data and SaaS based product
Top rating agency
Sales efficiency
Streamlined the sales team structure, individual KRAs and reporting processes for a top rating agency; Estimated increase in efficiency of team by >25%
Reg-tech startup
New process setup
Set-up Standard Operating Procedures (SOPs) for Sales, Operations, Customer Service, Finance and Planning. Improved overall efficiencies and reduced burn rate by 75%
British challenger bank
Process improvement
Worked on improving the legal process during loan facility closure. Proposed plan which was a mix of technology and outsourcing could reduce no. of days of loan closure by 25 – 50%
Swedish PE fund
Due Diligence
Outside-in DD and value assessment of a water tech. provider spun off as part of restructuring of a conglomerate. Recommended against the deal as not aligned with fund strategy
Reg-tech startup
Sales improvement
Set up new processes, standardized positioning and pitch, realigned team structure, hired new team lead, improving average lead conversion ratio from <15% to >25%
British challenger bank
Procurement setup
Setup a procurement team and processes saving over $800k annually over a spend of $5Mn apart from creating better governance and control for the executive team
Risk management firm
M&A
Evaluated and shortlisted targets in the loan origination and credit risk analysis product space, assisted with DD eventually leading to a successful transaction of USD 40Mn+
Top rating agency
M&A
Assisted with the commercial due diligence of a Chinese rating agency, leading to a successful transaction of 49% equity purchase and entry into the Asian markets
Start-up logistics firm
Business Strategy
Assisted with differentiation in the freight forwarding model, a detailed business plan, financial projections and valuation model. Successful fund raise of USD 20Mn from two VC funds
American PE fund
Due Diligence
Conducted DD on a weather routing services provider covering market assessment, services, routes, cost, pricing, competitive positioning. Client decided to drop the deal based on findings
Financial training firm
Partner identification
Shortlisted 5 top players across select segments basis capability, competitiveness, positioning and synergy for expansion into new markets. Recommended potential partnership models and structures
Global pharma player
Vendor identification
Shortlisted potential renewable energy vendors for the client’s plants in India and China including regulatory assessment, vendor diligence and detailed cost benefit analysis for individual plant
Diversified conglomerate
Exit strategy
Helped the client in resolving key marketing and perception issues, supported process improvement within the wind energy division being divested, increasing market value and making it sale ready
PE fund
Exit strategy
Fixed operational issues for investee e-learning firm, developed exit scenarios and a two staged strategy (private placement + IPO), assisted in selecting bankers. Client raised INR 1Bn and listed on BSE
EU pharma company
Sourcing strategy
Devised scenarios with incremental sourcing from Emerging Markets up to 3x from existing levels, identified categories with maximum saving potential. Estimated 10 yr benefit of >$10Bn
Top rating agency
Sales efficiency
Streamlined the sales team structure, individual KRAs and reporting processes for a top rating agency; Estimated increase in efficiency of team by >25%
Reg-tech startup
New process setup
Set-up Standard Operating Procedures (SOPs) for Sales, Operations, Customer Service, Finance and Planning. Improved overall efficiencies and reduced burn rate by 75%
British challenger bank
Process improvement
Worked on improving the legal process during loan facility closure. Proposed plan which was a mix of technology and outsourcing could reduce no. of days of loan closure by 25 – 50%
Swedish PE fund
Due Diligence
Outside-in DD and value assessment of a water tech. provider spun off as part of restructuring of a conglomerate. Recommended against the deal as not aligned with fund strategy
Reg-tech startup
Sales improvement
Set up new processes, standardized positioning and pitch, realigned team structure, hired new team lead, improving average lead conversion ratio from <15% to >25%
British challenger bank
Procurement setup
Setup a procurement team and processes saving over $800k annually over a spend of $5Mn apart from creating better governance and control for the executive team
Risk management firm
M&A
Evaluated and shortlisted targets in the loan origination and credit risk analysis product space, assisted with DD eventually leading to a successful transaction of USD 40Mn+
Top rating agency
M&A
Assisted with the commercial due diligence of a Chinese rating agency, leading to a successful transaction of 49% equity purchase and entry into the Asian markets
Start-up logistics firm
Business Strategy
Assisted with differentiation in the freight forwarding model, a detailed business plan, financial projections and valuation model. Successful fund raise of USD 20Mn from two VC funds
American PE fund
Due Diligence
Conducted DD on a weather routing services provider covering market assessment, services, routes, cost, pricing, competitive positioning. Client decided to drop the deal based on findings
Financial training firm
Partner identification
Shortlisted 5 top players across select segments basis capability, competitiveness, positioning and synergy for expansion into new markets. Recommended potential partnership models and structures
Global pharma player
Vendor identification
Shortlisted potential renewable energy vendors for the client’s plants in India and China including regulatory assessment, vendor diligence and detailed cost benefit analysis for individual plant
Diversified conglomerate
Exit strategy
Helped the client in resolving key marketing and perception issues, supported process improvement within the wind energy division being divested, increasing market value and making it sale ready
PE fund
Exit strategy
Fixed operational issues for investee e-learning firm, developed exit scenarios and a two staged strategy (private placement + IPO), assisted in selecting bankers. Client raised INR 1Bn and listed on BSE
EU pharma company
Sourcing strategy
Devised scenarios with incremental sourcing from Emerging Markets up to 3x from existing levels, identified categories with maximum saving potential. Estimated 10 yr benefit of >$10Bn
