Investment Strategy
Bharat Value Fund (BVF) is a Category II AIF focused on mid-market, pre-IPO investments. The fund aims to invest in high-growth, scalable businesses at the inflection point of their expansion, benefiting from the J-curve effect. With an active ownership approach, BVF partners with companies to enhance strategy, governance, and financial structuring, ensuring value creation before an IPO exit.
Core Investment Approach
Pre-IPO & Growth-Stage Investments:
- Targets companies 3 years before IPO, ensuring entry at a favorable valuation.
- Invests in high-margin, scalable businesses with significant market opportunities.
Active Ownership & Value Creation:
- Provides strategic input in business development, governance, and financial planning.
- Supports companies in adopting international accounting standards and AI-driven analytics.
Sector Focus & Investment Criteria:
- Prioritizes Make in India, Consumer Goods & Trade, and Impact Investing.
- Avoids cyclical, high-capex, and environmentally irresponsible models.
Exit Strategy:
- Exits via IPO, private equity buyouts, or strategic M&A, ensuring optimal value realization.