Portfolio Strategy and Approach
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Portfolio construction
10-20 mid-to late-stage companies
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Characteristics
Strong unit economics with proven model
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Investment Structure
Optimal asset allocation and partnership models
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Value Creation
Companies at growth inflexion point
Key Facts
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Target Fund Size
₹1000 cr plus ₹350 cr greenshoe -
Fund Manager
Pushkar Jauhari -
Minimum Investment
₹1 crore -
Fund Tenure
7 years (+ 1 year + 1 year)
ValueQuest SCALE Framework
Selecting entities that present compelling business opportunities and viable exit avenues
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S
Scalable Companies
1. Win-win & unique customer proposition.
2. Irreplicable unit economics.
3. Institutionalised organisation. -
C
Competitive Advantage
1. All round work ethic culture
2. Network effect
3. Intellectual property/technology.
4. Lean cost structure.
5. Brand & distribution. -
A
Adaptive
1. Ability to withstand downturns.
2. Ability to build adjacencies.
3. Controlled experiments.
4. Sustainability practices. -
L
Long Runway
1. Large TAM.
2. Demographically aligned.
3. Favourable industry tailwinds.
4. Multiple growth engines. -
E
Superior Execution
1. 2nd Level management team.
2. Superior balance sheet management.
3. Superior capital allocation.
Why ValueQuest SCALE Fund
Efficient and scalable growth enablement requires maturity in six key focus areas that can differ from company to company.
Focus of ValueQuest SCALE Fund
Optimal business stage: The Sweet spot for value creation
ValueQuest S.C.A.L.E Fund is a scheme of ValueQuest Alternate Investment Trust, registered with SEBI as a Category II AIF,
vide registration number IN/AIF2/22-23/1156
ValueQuest Investment Advisors Private Limited is the Investment Manager and Sponsor of ValueQuest S.C.A.L.E Fund
Trustee - Amicorp Trustees (India) Private Limited