Strategic Investment


A professional looking for a strategic investor who can bring technology, management expertise along with capital through similar companies, overseas companies, or strategic investors who can participate with the management either through technology or expertise for the growth


Your business/financial analysis report, financial model, valuation, pitch book, or Information Memorandum will be compiled

NDA and mandate are signed on agreed terms after target companies/investors are reached out using a tailor made methodology.


Allows you to grow your enterprise

Increases business turnovers

Tackling critical financial issues


Bringing expertise/technology along with investment


We use the below methodology to reach interested investors:

  • Push marketing
  • Pull marketing

The target is unknown hence we use various techniques to reach the investor. We have a large investor base and in an average an investor gets 5 – 10 proposals every day and makes around 10 transactions per annum.

Hence, we must do an in-depth research to identify new people/ investors/buyers. Besides identifying the investor names, we also use the method of identifying people by analyzing upstream, downstream, equal or big companies. We approach individuals or companies to become an investor in our client proposals


Scrutinize Information memorandum or pitchbook

Creating one-page marketing information to send it to the investors

Brainstorm meeting with our team to fix the target investor sector, criteria, size, territory, how to approach them, what are the methods to reach them

(a) Method 1: Identity platforms to get investor networking (eg:  BIZIT, banker burry, SMERGER). Then by paying a certain amount, we list our client requirements on these platforms, and we continue with the process which is time consuming. The success rates are unpredictable and our credibility with the investors is important for us

(b) Method 2: The target company’s contact details can be collected by conducting intensive and detailed research and networking. We then pay and use various platforms (eg: rocket reach) to get contact details

Prepare website, Facebook, LinkedIn profiles in advance and connect to the target through these platforms too

Send first pitch through call or email after the selection

Our investment banking associate will have a detailed discussion with the investor and arrange further meetings with the management to explain the structure, why to invest, methods, deal size

Arrange further meetings with our client along with the investor either virtually or directly

Our analyst explains the financial details to the investors

Further discussions, negotiations, terms, and closure


Media coverages – Press, TV.

Investor roadshow in metros or overseas based on location

Participating in Investor Forums (based on the customer budget and requirement)

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