Investment Management

Knowledge Ridge provides end-to-end expert support across the entire gamut of the commercial and financial due diligence process; right from initiating coverage to portfolio management. Our clients include mid to large mutual funds, hedge funds, and private equity firms.

How We Help

Our wide access to custom vetted experts bring in relevant, accurate, and real-time insights that aid in ascertaining sustainable growth potential and help in determining enterprise fair value estimates.

Clients avail experts' insights across the entire private equity lifecycle; deal sourcing, commercial & financial sedulity, portfolio management & board placements, and to conclusively strategize the fund's exit.

In the asset management space, clients approach us for channel checks and to gather information from relevant stakeholders across various products value chain to make better informed investment decisions.

Investment Management

Case Studies

Commercial Due Diligence, Engineering and Construction

Client Need

An international mutual fund house, with an objective to identify suitable investment opportunities in the construction equipment space in India, wanted to carry out a due diligence exercise in line with their strategic portfolio allocation mandates including -:

  • Top down analysis of the prevailing industry trends including headwinds and tailwinds
  • Value Chain Analysis
  • Market Sizing and growth scenarios
  • Current regulation
  • Competitive landscape of target companies
Commercial Due Diligence, Engineering and Construction
Solution Offered

Knowledge Ridge arranged an Indian construction equipment market exploration trip with over 20 phone consultations and 8 in-person meetings with key stakeholders in the value chain. Some of the key experts consulted were -:

  • C-Level executives of companies involved in distribution of construction equipment machinery to understand the demand and supply side dynamics of the market
  • Executives of EPC companies to understand the current regulatory environment and generate-growth scenarios
  • Key regulatory experts with deep local understanding about the impact of potential regulatory norms on the future market dynamics
  • Key C-Level executives of private companies for a potential equity investment and to understand the company's competitive positioning in the market
KR Impact

Knowledge Ridge shortlisted 41 experts from the construction equipment space in Asia. The client selected 22 experts to conduct hourly phone consultations with each of them and also selected 8 experts for in-person meetings during an exploration trip organized by Knowledge Ridge. This resulted in the client gaining first-hand perspectives and actionable insights on necessary due diligence that needed to be carried out in line with their strategic investment portfolio. Some of the selected experts shared their insights on the prevailing industry trends, market sizing and growth scenarios, including headwinds and tailwinds along with an exhaustive analysis of the construction equipment value chain. Other selected experts shared their perspectives on current regulatory landscape and competitive positioning in the market.

Opportunity Assessment, Health Care and Life Sciences

Client Need

An Asian private equity major wanted to evaluate opportunities in the IVF (In-vitro-fertilisation) sector in Southern Asia. Broad tenets of the study included the following -:

  • Historical and Current market size estimates as well expected growth in terms of volume and value
  • State/region wise break-up of the above market size to understand the service penetration
  • Breakup of the IVF market into Corporate Chains, Standalone Centres, and Hospital Backed Centres
  • Average pricing range/trends prevalent over the last 5 years and the service lines/treatment alternatives likely to witness maximum growth
  • Decision making criteria with respect to the treatment options available and the role of key influencers on decision making
  • Competitive landscape
Opportunity Assessment, Health Care and Life Sciences
Solution Offered

In line with the investment objectives, Knowledge Ridge curated a list of fully vetted experts and offered phone consultations to assess the market. Some of the notable experts consulted were -:

  • AVP, Business Development at one of South Asia's largest corporate chains of IVF clinics. Expert provided key insights in estimating the overall and region wise market size in terms of volume as well as value, including key headwinds tailwinds affecting the market growth.
  • Independent consultant and current owner of a standalone IVF centre with 30+ years of experience in working across hospital backed as well as corporate chains. Expert was instrumental in providing current player-specific market share estimates, strategies used by key players, as well as pricing points across all available options
  • Former CEO at one of India's largest hospital backed IVF chains to understand the patient decision making criteria, treatment preferences, treatment levels suggested including the success rates of each, and finally the pricing across each of them
KR Impact

Knowledge Ridge shortlisted 17 experts from the IVF (In-vitro-fertilisation) sector in South Asia. The client selected 14 experts and conducted hourly phone consultations with each of them. This resulted in the client gaining first-hand perspectives and actionable insights on the market structure, size and the expected growth scenarios for IVF in South Asia. Some of the selected experts shared their insights on, state/region wise break-up of the above market size to understand the service penetration, a breakup of the IVF market into corporate chains, standalone centres, and hospital backed centers. Other selected experts shared their perspectives on the average pricing range/trends prevalent over the last 5 years, the decision making criteria with respect to the treatment options available and the role of key influencers on decision making and the competitive landscape in the IVF sector.

Commercial and Financial Due Diligence, Consumer Goods and Services

Client Need

A Europe based hedge fund wanted to conduct a due diligence exercise on an online based grocery and food delivery service company with an objective to determine the strategic fit as well as growth prospects of the company. Due diligence parameters included -:

  • Market assessment and commercial due diligence to understand the product-portfolio level targeting of the company under consideration
  • Top selling products in terms of volume and pricing (margins) and their sustainability levels
  • Competitor landscape and its impact on pricing and margins
  • Current valuation estimates vis-a vis future growth estimates
Commercial and Financial Due Diligence, Consumer Goods and Services
Solution Offered

Knowledge Ridge having provided support across the entire investment lifecycle for many clients quickly understood the highly quantitative nature of the requirement and offered in-person meetings as well as longer-term engagements with select experts to address the study objective. Some of the key experts on-boarded were-:

  • Former Head of Online Retail at an e-commerce giant having groceries as one of their key offerings. Expert was instrumental in sharing deep insights on sub-categories having the highest turnover rate, categories to be targeted to garner highest margins, marketing strategies employed by significant players, and finally the product pricing models
  • Former VP of Merchandising & New Product Introduction at a leading online grocery and food delivery company. Expert provided specific insights into scenario generation, growth prospects, sustainable revenue streams, as well as supply chain and logistics aspects including fleet management
  • Independent consultant with deep expertise in valuing e-commerce companies to help arrive at the best measure of company fair value as well as capital allocation strategy for our client
KR Impact

Knowledge Ridge shortlisted 10 experts from the online based grocery and food delivery service company. The client selected 7 experts and conducted hourly phone consultations with each of them. This resulted in the client gaining first-hand perspectives and actionable insights on the due diligence parameters followed by the company in question. Some of the selected experts shared their perspectives on market assessment and commercial due diligence to understand the product-portfolio level targeting of the company under consideration. Other selected experts shared their perspectives on top selling products in terms of volume and pricing, the competitor landscape and its impact on pricing.