PE, AIF & Corporate Advisory
Helping You Grow with Structure
PE Advisory
PIVOT focuses on Due Diligence and business assessments related to acquisitions and setups, whether local or cross-border, for leading private equity firms and institutions.
PIVOT, previously known as Viraj Kulkarni and Associates, was engaged by a leading Indian private equity firm to conduct due diligence and evaluate the business potential of a significant infrastructure institution within the Indian capital market.
PIVOT was also retained by a prominent UK-based global private equity firm to perform due diligence and execute a strategic assessment of key players in the Transfer Agency sector. Our international assignments concentrated on examining capital market infrastructure and assessing its potential.
With a grasp of macroeconomic business drivers, revenue parameters, financial strategies, risks, regulations, potential opportunities, and challenges, as well as anticipated external changes and management evaluations, PIVOT provides private equity firms with the skills to thoroughly analyze and accurately appraise their holdings.
Moreover, PIVOT provides valuable industry information, advocates for best practices, publishes detailed reports, and facilitates strategic alliances.
Escrow Solutions
We have a strong background in developing escrow solutions specifically tailored for the Foreign Direct Investment (FDI) sector. Our strong networks enable us to offer integrated solutions. Our capabilities include product development, strategically positioning escrow offerings across various customer segments, facilitating strategic alliances, and enhancing both product and operational performance.
The remarkable rise in FDI inflows and the rapid growth of infrastructure have significantly boosted the Escrow segment. Escrow arrangements mitigate counterparty risk by ensuring that part of the funds is held by a neutral third party, along with a contractual agreement that governs how the funds move.
Key Escrow Solutions in Indian Capital Markets:
- M&A Escrow
- Subscription Escrow
- Regulatory Escrow
- Construction Fund Escrow
- Split Fee/JV Collection Escrow
- Performance Guarantee Escrow
- Physical Safe Keeping
- Source Code Escrow
- Trust & Retention
- Import-Export Payments
AIF ADVISORY
At PIVOT, we work with Alternative Investment Funds (AIFs), and institutional clients for developing customized solutions focused on strategy, operations, and compliance. Our mission is to fuel your growth and build investor confidence in your business.
How We Can Help:
1. Business Model, Fund Structure, and Licensing Advice: We provide practical guidance to create strong business models, refine your fund structures
2. Complete Guidance for Onboarding and Investor Relations: From the moment you onboard new clients to positioning your products and communicating effectively with investors, we’re here to guide you every step of the way
3. Governance, Risk, and Compliance Framework Development: We work with you to design and implement robust governance, risk, and compliance frameworks that align with SEBI regulations
4. Customized SOPs, SLAs, and Reporting Templates: We develop tailored Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and reporting templates specifically for your AIF / Corporate operations
5. Support for FPI Partnerships and Distribution Networks: We enable you in building partnerships with Foreign Portfolio Investors (FPIs), expanding your distribution networks, and ensuring smooth cross-border operations
6. Facilitate Setting up Category I, II, and III AIFs: We assist you in establishing different categories of AIFs, getting you ready for a successful launch
7. Technology Advisory for Client Service and Reporting: Our technology advisory services enhance client servicing, streamline data management, and improve your performance reporting capabilities
Corporate Advisory
1. Market Entry and Scaling Strategies for Global Institutions Entering India: We provide customized strategies that enable global institutions to make a smooth entry into the Indian market
2. Evaluation of Third-Party Service Providers for Operations, Custody, and Fund Administration: We assess third-party service providers to ensure that you partner with top-quality firms for custody and fund administration
3. Development of Training, Internal Control, and Operational Readiness Programs: We create and implement practical training programs, strengthen internal controls, and prepare your organization for smooth operations
