Investment Services - Funding and Technology Transfer

Investment Services; Funding and Technology Transfer

Investment Services:

Historically, we have observed higher risks associated with capital investments in small/mid cap as compared to a blue chip company. However, we also know that high risks resonates higher returns to the investor if he/she is able to analyse these capital risks correctly. One of the biggest hurdles faced by the small and medium business sector is lack of risk capital at right junctures propelling them to higher growth and sometimes sustaining themselves during difficult times.

Karavan will help Global and Local Investors mitigate their risks whilst investing into small and medium size companies in India, Brazil and other countries. The diminishing returns in the SME sector in the last few years have led to higher capital risks for the investors. Karavan with its expert team will assist Investors select the right companies for capital investment and work closely with the invested companies thereby creating a higher shareholders value.

Key Factors of Success’ for ‘Institutional Investors’ whilst investing in Small and medium enterprises:

Estimate Earning power
Sales and Industry (nature of business) growth potential
Product Innovation and Technological Capability
Ownership and Corporate Governance

Service Offering:

Risk Analysis: Map the financial, technical, social, political, and management risks associated with each specific firm (SWOT and PEST Analysis)

Due Diligence through a process of Primary and Secondary Research of both quantitative and qualitative factors including background checks and financial audits

Primary Research: Connect and engage with Industry experts, suppliers, buyers, competitors, former employees to scuttlebutt useful information

Secondary Research: Analysing and investigating their balance sheet; profit and loss accounts (P&L), EBITDA, Return on Assets (ROA), ROE, Debt Ratio, in the last 3-5 years

Turnaround Strategy - Management Oversight and Corporate Governance: Once the investment takes place, KARAVAN will closely work with the management of the companies to ensure timely returns for the investors and help companies achieve their growth potential (operational and financial)

Enable large concentrated positions - leading to significant shareholding in target companies including private placements

Contrariant Investing: At a time when SMEs are getting beaten down in Markets, there are huge opportunities emerging in this space to create value

Live Opportunities for Investors:

Indian Tea Business exported to US and Brazil
E-Rickshaws launched in India
IT Services company specialising in retail seeking to expand globally
Healthcare product for the US markets
E-learning product in Brazil

Funding and Technology Transfer

Assisting the Company in refining/outlining/raising its interim and longer term capital requirements

Karavan will assist the Company with its objective of securing a financing in connection with operational expansion and strategic initiatives. Karavan will organize the scheduling including the logistics of investor meetings, conference calls, presentations and follow up, on behalf of the Company

Facilitation and project management of technology transfer, joint ventures, merger and acquisition

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