Introduction

Private equity and venture capital are among the most important sources of funding for companies with high growth potential. Such funding not only helps these businesses scale up, but also supports them with strategy, processes, expansion, market intelligence as well as mentorship at critical stages of their development. Company’ need right investment at right time to make it big and successful Classic examples are Flipkart, Paytm, Byjus, Dream 11 & Ola.

India is one of the most attractive & emerging investment destinations for PE VC funds. That said, funds are increasingly becoming selective while making investment decisions and quality of business is a priority.

Given the economic and other impact of the Covid-19 Crisis, it is important to be abreast of the emerging issues across business sectors, growing expectations amongst the funds and their impact on PE/VC deals.

VCCircle’ s upcoming workshop will equip delegates decode Government policies, and their impact on commercial transactions; preparing potential sellers to handle M&A; preparing companies to raise funds or expand their companies, exit planning alternative potential exit routes.

Workshop Takeaways

  • Grasp the logic and underlying principles of private equity financing - fund for business, strategic advice, information and assistance at critical stages of business cycle
  • Emerging issues across business sectors due to Covid-19 outbreak
  • Understand funds’ perspective - what they look into the business before investing
  • Structuring and setting up fund investment vehicles
  • Prepare for raising fund - Business plan, due diligence, valuation and investment model
  • Impact and Response of Global tax regulators to the Covid- 19 crises
  • Fund Raising process – finding, selecting, negotiation, closing Investment deals and exit strategies
  • Modes of private equity financing – equity, venture capital, venture debt and mezzanine
  • Risk evaluation by PE Fund - financial risk, legal risk, commercial risk, ESG risk amongst others
  • Legal documentation and pre and post-financing issues

Who should attend?

  • Entrepreneurs & organizations looking to raise funds
  • CXOs, MDs, Directors and Senior Management
  • Executives of the M&A team
  • Directors of Strategic Planning & Financial Directors
  • Corporate/General/In-house Counsel/Company Secretaries
  • Individual, Private and Institutional Investors
  • I-Bankers, Professional Advisers, Law Firms & Consultants
  • Investment/Fund Managers

Agenda

8:30 AM onwards
  • 8:30 AM – 8:50 AM

    Registration

  • 8:50 AM – 9:00 AM

    VCCircle Welcome Address

  • 9:00 AM – 10:30 AM

    Session 1 Introduction to PE/VC Fundraising - an investor's perspective

    Presenter: Imran Jaffar, Managing Partner, at Gaja Capital

    Topics covered:

    • When should you fundraise?
    • Preparation and process
    • Fundraising strategy
    • Pitfalls and challenges
  • 10:30 AM – 10:45 AM

    Break

  • 10:45 AM – 12:15 PM

    SESSION: 2 Fund Raising & Managing Liquidity: Deal Value considerations during crisis & the opportunity

    Presenter: Raja Lahiri, Partner - Transaction Advisory Services, Grant Thornton India LLP

    Topics covered:

    • Potential impact of Covid-19 on deal making environment
    • Managing liquidity and cash flows for corporates – key considerations
    • Getting ready for fund-raising / M&A & deal making process – how to accelerate and prepare to raise funds / M&A
    • Due diligence considerations, financial and commercial due diligence  
    • Valuation considerations – valuation impact assessment
    • How to leverage & create the deal making opportunity in these times
  • 12:15 PM – 12:30 PM

    Break

  • 12:30 PM – 2:00 PM

    SESSION 3: Investment Funds

    Presenter: Shagoofa Rashid Khan, Partner (Head – Funds, Investment, Advisory), at Cyril Amarchand Mangaldas

    Topics covered:

    • Choosing the right investment vehicle – commercial, legal, regulatory and tax considerations
    • Setting up investment vehicles in India – core focus on AIFs
    • Setting up offshore investment vehicles to investment in India with focus on FDI and FVCI routes
    • Unified and co-investment fund structures  
    • Tax considerations
  • 2:00 PM – Onwards

    Day 1 Concludes

DAY 2
8:30 AM onwards
  • 8:30 AM – 9:00 AM

    VCCircle Welcome Address

  • 9:00 AM – 10:30 AM

    SESSION 1. TAX: PE / VC fund raising - Tax and Structuring issues in the current regime/circumstances

    Presenter: Anil Talreja, Partner, Deloitte Haskins & Sells

    Topics covered:

    • Structuring considerations on PE/VC investments including type of instruments,  return on investment, key tax and regulatory aspects, creating ratchet mechanism, exit considerations, with specific underlying reference to Covid-19 and the impact created thereof,
    • Analysis of tax risks on deals including mitigation, tax indemnities/ insurance and other protection measures
    • Fund level structuring considerations for investments and exits
  • 10:30 AM – 10:45 AM

    Break

  • 10:45 AM – 12:45 PM

    SESSION 2. Overview of documentation involved and key legal issues

    Presenter: Vaibhav Kakkar, Partner, L&L Partners
    Karan Kalra, Founder, at Bombay Law Chambers

    Topics covered:

    • Typical deal flow and mechanics
    • Understanding key provisions and underlying principles under the following documents:
      • Confidentiality Agreements
      • Term sheets
      • Share subscription agreements
      • Share purchase agreements
      • Shareholder agreements with focus on Exits
      • Employment agreements
      • Inter-se agreements
  • 12:45 PM – 1:00 PM

    Break

  • 1:00 PM – 2:00 PM

    SESSION 3. Significance of ESG, Sustainability and Impact in Fund Raising

    Presenter: Raakhee Kulkarni, Head - Environmental, Social, Governance (ESG), GEF Capital Partners

    Topics covered

    • Concept of ESG, Sustainability and impact?
    • Requirements of institutional investors, DFI’s and private equity
    • How does one begin on the journey of ESG?
    • Value of ESG and Impact in fund raising
    • Due Diligence considerations
    • Significance in the post COVID era
  • 2:00 PM – Onwards

    Course Concludes

DAY 1

Experts

Image

Imran Jafar

Managing Partner, Gaja Capital
Image

Raja Lahiri

Partner - Transaction Advisory Services, Grant Thornton India LLP
Image

Shagoofa Rashid Khan

Partner (Head - Funds, Investment, Advisory), Cyril Amarchand Mangaldas
Image

Anil Talreja

Partner, Deloitte Haskins & Sells
Image

Vaibhav Kakkar

Partner, L&L Partners
Image

Karan Kalra

Founder, Bombay Law Chambers
Image

Raakhee Kulkarni

Head - Environmental, Social, Governance (ESG), GEF Capital Partners

Want to be part of it?

VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.


Venue :

Digitial Training

Digital Training


Do you have any queries?

Drop us a line and we will call you.

I confirm that Mosaic Digital can share my information for commercial purposes with partners/sponsors and I can be contacted for business purposes.