Bharat Value Fund (BVF)

Mid-Market Pre-IPO
J-Curve Investment Opportunity

Fund Overview

Particulars Description
Category of Fund Category II Alternative Investment Fund (Close ended)
Fund Size Up to INR 1,000 Crs (Plus Green Shoe of up to INR 1,000 Crs)
Term 5 years from the first close + 2 years
Management Fees 2%p.a.
Set-up Fees Waived
Hurdle Rate 10% (XIRR)
Carried Interest 20% (with catch-up)
Auditor Deloitte

Investment Approach

To invest in Indian growth stage businesses on the verge of big bang break out. To be part of J curve trajectory of growing business that are at inflection point

Backed by the deep penetration and due diligence of Pantomath Group, the Fund would, preferably, be the first institutional investor in the company

The fund provides Active Ownership Approach, by assisting portfolio companies in strategy formulation, recruitment assistance, business development, corporate governance & financial advisory

To invest in companies which will provide exit through IPO, preferably in 3 years, thus investing with clear focus of value arbitrage (without taking long term risk)

Our preferred investment ticket size is of INR 75 Cr. Unique asset allocation strategy

Competitive Advantage

Largest Community

One of the largest private network of corporates

  • Network of direct connect with 7000+ corporates
  • Access to large pool of promoters, CEO, CXO, CTO & CMO engaged with Pantomath Group
  • Focus on quality in to ensure quality out
Growth Capital

Helping Promoters drive key metrics

  • 125+ corporates supported by equity fund raise
  • Pre-IPO Fund providing growth capital
  • In-house Proprietary Deal Screening Tool to identify potential targets
Hand-holding

Active Ownership

  • Active ownership approach in matters of Strategy, Organization & Governance
  • 500+ Clients served across service lines
  • Brand building support
Robust Exit Mechanism

Proven Track record of fundraising and exit

  • Leading mid-market investment banking team raising funds & providing exit
  • Exit provided at pre-IPO, IPO & post-IPO stages
  • Global M&A network of 12+ countries
Most integrated value proposition