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Equity Transaction Support

Ken Research aid clients to be pitch-ready by understanding their fund requirement and business model and create collateral required for fund raising or for business sale/ acquisition. We curates and publishes following deliverable:

  • Information Memorandum
  • Teaser for Initial Investor Interest
  • Financial Operating and Business Model with Scenario Analysis
  • Exit Plans for Investors
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Case Study:

A Healthcare IT company was looking for seed money of INR 5 crore for commercialization of the product design and pilot test cases already completed. Ken Research created the Information memorandum (IM) and business plan based upon investment required on each business function, potential financial performance on the basis of plan for next 5 years and exit strategy Also assisted the client on list of potential healthcare focused seed funds and aided them in connecting to them and be pitch ready.

Data points covered in IM:

  • Executive Summary and Proposed Transaction
  • Company Overview
  • Industry Overview including Competitors (if Any)
  • Gap in the Sector – Pain Point
  • Products and Services/ Solution – Gap it fills
  • Company Business Plan – Revenue Streams, Monetization plan, Inter-relationship with other entities in the ecosystem
  • End Users Size/ Acquisition Strategy/ Customer Acquisition cost.
  • Current Pilot – Test Case Scenarios (Phases Completed – Pilot, Phase I, Phase II) - Journey So far
  • Investment Required
  • Roadmap for Future Growth – Investment Utilization

Vendor Selection

The Due diligence work is multi-layered created from the perspective of vendor selection based on eligibility checklist, client testimonial and case studies/ feedback, financial health report We assist international firms to understand deeper about their partners on trade union strike, management background, hiring process and growth, leverage on balance sheet, support services check and quality management in pre and post sales process

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Case Study:

Japanese Auto components manufacturer was looking for Indian based raw material supplier/ vendor for local sourcing of magnetic products including transformers, chokes, inductors, etc.

Ken Research has assisted the client in shortlisting the vendor based upon following parameters:

  • Company overview
  • Manufacturing facility
  • Business Strategy
  • Bankers
  • Strike Presence
  • Top Shareholders and their stake
  • Timeline and Milestone Achieved
  • Operating and Financial Performance
  • Management Profile
  • Business Risk