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Private Markets

Suit your growth with

Offering
Process
OFFERINGS

Our unhindered
universe of offerings

For the ones with bigger ambitions of rapid growth, we bring a foray of alternative investments to the table while balancing risk, and deep consideration of personal goals and capacities.

01

Deal sourcing and syndication

  • Source companies funded by marquee investors, partner with reputed managers
  • Exclusive access to clients
  • Same rights as institutional investors
02

Portfolio Monitoring

  • Appraise risk
  • Manage Sector and Stage wise Exposure
  • Suggest ideal portfolio allocation
  • Monitor existing investments
03

Family office consortium

  • Creating a group of like-minded family office investors
  • High quality deal-flow, incentives to invest as a group – economics, confidentiality
  • Focus on flexibility, speed and strategic value
04

Waterfield Analytics

  • Peer Fund Benchmarking for all major Indian PE/VC funds
  • Fund Manager track record benchmarking
  • Proprietary data collected directly from fund managers
05

Fund of Funds

  • Invest into select top quartile funds, leveraging Waterfield’s analytics capabilities
  • Enable clients to have access to co-investments and preferential rights
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OUR PROCESS

Building portfolios with a
pioneering process

Identifying opportunities

Parameters are scrupulously analysed; like ticket size of investments, stage of investing, identifying not just the right sectors but also the establishments within them, and co-investment opportunities through existing VC networks or other family offices.

Critical due diligence

Internal, as well as external due diligence, is undertaken with in-depth consultations with legal teams, fund managers and other experts.

Robust Structuring

We work with clients to tailor the investment structure, with due attention to their capacity and appetite; whether it be setting up a separate fund or vehicle, incubating an accelerator or creating a fund with other like­minded individuals in a specific space.

Relentless Monitoring

We review the investments on a quarterly basis. We make sure we cover every inch of the ground from external valuations of the company to activities related to exits.

Case Study

The legacies
we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

    Information Technology

    Promoter of a listed IT Company

    This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

      Consumer Appliances

      Single Family Office

      This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

      • Deployment in new group company businesses
      • Financial portfolio
      • Unlisted investments
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      From experienced partners at the forefront of today's financial trends and beyond.

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      Fund of Funds

      Gains of many,
      under the distinction of

      One

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