Harish Sir sincere thanks

A change of Mindset
ALL ARE RSIK CAPITAL
STARTS from Angel Investing
Mumbai Angels
Individual Investors
Skin in THe Game
Less than 1 crore
Venture Capital
Some Potential
But not Proven
SKIN IN THE GAME
Tech Related Products
Once your B Model is established
Ramp Up
Scalability
Ami's Biryani
SCALABILITY
VENTURE CAPITAL TO GROWTH
Ramp up Growth Capital
Distressed Assets
Turnaround Experts
Vulture Financing...
9/11
Aircraft Example
BIG GAME
CLASS PLS NOTE
INDIAN PLAYERS
Many Players
each with different focus
Individual Started Funds
Enough PLayers
SO MONEY IS AVAILABLE
IMP SLIDE PLS
SYMBIOTIC
DEBT as a double edged sword
DEBT can be DEATH
IF NOT SERVICED
BACKFIRING OF DEBT
Debt is cheaper always
Informal financing....
Perceived Risk High and
IF YOU WANT TO SHARE IT WITH SOMEONE
THEN EQUITY IS GOOD
SCALABILITY SCALABILITY SCALABILITY.....
Aggregator...….
Replicate around the world
Tech, internet....
GROWTH POTENTIAL
SHARING RISK
AND THEREFORE SHARING UPSIDE
Google Case STudy
Silicon Valley is …….
From Anil R. Menon to Everyone: 08:09 PM
IMP FOR INVESTORS TO LIKE PROMOTERS
PROMOTERS PROFILE MOST IMP
They will look up at the credit score of promoters
SHARE A PART OF COMPANY
SO IF YOU CANNOT SHARE THEN DO NOT CONSIDER EQUITY
DIFFERENT MINDSET
FOR FMBs
THey have an active say
Corporate Governance
AND EXPECT PROMOTERS TO DO THE "RIGHT" THINGS
FORMAL SYSTEMS
SYSTEMATIC WAY OF WORKING iS A MUST
STRONG BOARD REPRESENTATION
INDEPENDENT DIRECTORS.....
STEVE JOBS...EXAMPLE
THE PERSON WHO STARTED THE BUSINESS MAY
NOT BE THE RIGHT PERSON TO GROW THEIR BUSINESS
Blackstone...…..
They will open up their networks...
NET WORK IS NET WORTH
THEY WILL GIVE CONNECTS
WHAT WILL EACH SIDE BRING TO THE TABLE
Corporate Governance......
Each side should understand each other
Its like a marraige
SOME ADJUSTMENTS NEEDED FROM BOTH SIDES
Achievable, attainable...…….
Black swan events
Rare events.
But if they happen then
serious consequences
Understand psyche of each others
All deals happen both formally and informally
EXPERTISE.....
ASK RR KABEL, BIKAJI FOODS, MANGO HOTELS...
From Anil R. Menon to Everyone: 08:17 PM
our kids
from SP JAIN
Valuation is imp but secondary
Super slide of internal process
Pundit ji
Investor advisors
individuals or institutional advisors
DUE DILIGENCE......
is checking investment worthiness
Valuation is driven by sentiments
100% owner of 50 crore capital
or 51% ownwr of 5000 crore firm
Ambani ji
SENIOR PLS....
Term SHEET is putting up terms and conditions
Complete info
forsenic guys get all info
LEGAL DUE DILIGENCE
INDEPENDENT DIRECTORS....
Funds may be released in stages
Private equity is investing somebodys else money
so they have to be careful always
SUPERN EXAMPLES
THIS IS WHAT I WAS REFERRING ABOUT
Business Models
Case Studies.....case studies......
Value is as important as valaution
Look it as a means to grow your business with attached strings