Tech Focused India PE
According to a Harvard study, India’s GDP growth will overtake its South Asian economic rival China.
It is also projected that India will achieve a highest annual GDP growth rate of a 7.2% to 7.9 % in the next eight years.
According to the report, outlooks for Europe and the US show little optimism.
The US growth rate is projected at 2.1%, while major European players range from 1.2% to 2.0%
Interested in Investing in India - Listen to this speech by Mr. Deepak Bagla, CEO of Invest India
The four key trends favoring New India are
Demographics, Digitalization, Decarbonization, & Deglobalization.
India is home to over 20,000+ startups, with their combined valuation reaching $50 Bn. To support the early-stage startups, there are 200+ incubators and accelerators and $ 9.5 B funding has been imparted since January 2016.
Indian Startup Ecosystem has seen exponential growth in the past few years (2015-2022):
• 15X increase in the total funding of startups
• 9X increase in the number of investors
• 7X increase in the number of incubators
(SMK Ventures Fund 1, LLC (Sponsor) is managed by SuMa Monde Kapital Ventures, LLC a Texas limited liability company (SMKV). The focus is to invest in technology companies and high-quality venture funds based in India. The goal is to provide access to a diversified pool of tech-based and tech-enabled companies while lowering entry barriers for global investors. SMKV will also target funds with exposure to diversified early-stage and growth-stage companies on track to be category leaders. The primary focus areas include Enterprise SaaS, FinTech, HealthTech, AI/ML, Web 3.0, Digital Content, and Direct-to-consumer(D2C). SMKV is an independent third-party sponsor with whom Multi Asset Generational, LLC (MAG) has partnered on a strategic basis. MAG or SMKV are not affiliated to each other in any other capacity)
US-based fund that through its partnership with the sponsor offers a platform approach to venture capital investments in the India growth story
The fund through will invest in a carefully curated portfolio of 80-100 companies
70-80% allocation to a diversified mix of Venture Capital Funds (diversified across early, growth, and late-stage funds -
Primary Funds: Commit to new funds
Follow-on Funds: Mitigate risk via a non-blind pool of assets in growth and late stage
Secondaries (Subject to availability): Acquire mature assets at a discount to intrinsic
20-30% allocation to direct deals available as co-investments into portfolio companies of the funds
Co-Invest in revenue-generating companies in growth and late stage
Invest mostly in the investee fund portfolio companies
Invest at the same terms as the investee fund
Access high-quality VC funds that are not available at smaller ticket sizes or those that don't raise non-institutional capital
Diversify your alternate allocation with lesser capital across sectors, fund managers, and company stages
Access the co-investment opportunities available with the above funds that are available at only higher investment ticket sizes
Institutional diligence in fund selection and institutional monitoring and operation management
Invest in 8-10 VC funds across:
Stages & Types (early stage, and growth stage)
Sectors (consumer, tech, deep tech, etc.)
Fund managers
Vintages
The fund will invest in direct deals through co-investments available with the above funds to maximize returns at lower costs
Proposed Raise: $5M
Fund Tenure: 10 Years from the date of initial investment. May be extended by up to 2 years at the fund manager's discretion.
Investment Period: 5 Years from the date of initial closing. May be extended by up to 12 months at the fund manager's discretion.
State Focus: Growth stage for maximizing ROI with risk management
Due-Diligence Fees: 1% of the invested amount
Asset Management Fees/Expenses: Not to exceed 1.5% per annum
Sponsors Skin in the Game: GP contribution is of at least 5% of the total proposed raise
Waterfall: 80% to the LPs, 20% to the GPs. No layered waterfall structures. LPs get 80% of what the sponsors payout.
Preferred Return: 8% preferred return to the investors
Minimum Investment: $100K (with multiple capital calls)
Max Exposure: Investment in a single entity at any time will not exceed 20% of investable funds
GP / LP / Asset Manager - Various RE and Startups
Serial Entrepreneur - multiple exits
Ex-Infosys, Cognizant, EY, Honeywell
Board member of PE-owned Tech sector companies
Board member on Vodafone Idea
Ex-Dell President, Wipro Co-CEO, IBM GM
Alumnus of IIM-A & IIT-KGP
Sr. Founder and Managing Partner of Kriya Capital
Serial Entrepreneur
Successfully founded iValuate Global Technologies
21+ years of PE experience
Managing Partner of Legacy Wealth Planners, MyTimeEquity & SM Real Estate
CPA, FCA, EA and CGMA
Ex Co-Founder of MyTaxFiler & myStartupCFO
Ex AVP of Infosys Technologies
Worked in ServiceNow, Amazon, and Samsung
Investor in 20+ tech companies, 3 IPO exits
Alumnus of UC Berkeley Haas and NCSU
(Akash Jain is the principal and manager of MAG, Suresh Vasvani, Karan Negi, Sudhir Pai, and Vishwesh Pai are managers and members of SMKV, an independent third-party sponsor with whom MAG has partnered on a strategic basis. MAG or SMKV are not affiliated to each other in any other capacity)
Referrals from Founders, Business Partners, Funds & Companies already invested in, and Service providers
Networking - Access to Startup Events, and Meeting Founders
Online Engagement - LinkedIn Articles, Webinar panels, and Social media presence
Deals are categorized under certain criteria based on market scope, technology, product, and size of investment stage of financing
Entrepreneurs and Fund managers are asked to provide their Profile, Market Scope, Financial models and Face to Face meeting happens seeking all clarifications
The process of evaluation is a thorough process in which we not only evaluate the financials, the cap table and the product scalability but also the capacity of entrepreneurs and fund managers to meet any claims made
Key considerations during evaluation is an assessment of entrepreneur w.r.t skills such as entrepreneurial skills, technical competence, and experience
In this stage of the deal, the terms and conditions of the deal are formulated to ensure they are mutually beneficial
Some of the factors which are negotiated are the amount of investment, reduction in any associated fee, board member seat, advisory positions, terms for follow-on rounds, etc.
In this stage of the deal, the terms and conditions of the deal are formulated to ensure they are mutually beneficial
Some of the factors which are negotiated are the amount of investment, reduction in any associated fee, board member seat, advisory positions, terms for follow-on rounds, etc.
Participate in the company by representation on the Board to ensure that the company is acting as per the plan,
Analyze newsletters, monitor budgeted vs. actual financials, seek any clarifications periodically, and monitor the progress of the investment in terms of valuations, etc.
Ensures we make minimal losses and maximum profits
Exit through IPOs
Acquisition by another strategic or competition
Secondary Sale of Shares
Multi-Asset Generational is a diversified private equity
fund that enables passive income and generational
wealth-building strategies.
The fund invests in varies asset classes inclusive of real estate, tech-focused startups, and other alternative investment classes. To learn more about our investment strategy, our asset selection criteria as well as our due diligence process, book an appointment with our leadership team.
OFFICE:
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HOURS:
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All material presented herein is intended for information purposes only.